1391 (2021/12/31)
Savings & Retirement Supply Request Form
Quantity
Maximum
Form #
Pivotal Select Segregated Funds
Current version
100
1112
Segregated Funds and Estate Planning
2020/06/30
100
1165
Pivotal Select Investor Profile Questionnaire
2020/09/25
100 1383 Pivotal Select Application (TFSA)
2021/11/12
100
Pivotal Select Application (Reg/Non-Reg)
2021/11/15
100
1385
Pivotal Select at-a-Glance
2020/12/07
100 1386 Pivotal Select Estate Class Brochure
2021/06/07
100 1387 Pivotal Select Investment Class Brochure
2021/06/07
100
1403
Pivotal Select Contract and Information Folder
2021/07/06
100
1547
Pivotal Select Protection Class (100/100)
2020/12/07
100 1548 Protection Class Client Brochure
2020/06/30
100 1551 Pivotal Select Guarantee Fees
2021/06/07
100
1611
Growing your guarantees
2019/03/19
100 1657 Accelerate Your Savings - Automatic Payment Increase Option
2020/06/30
100 1675 Insights into Non-Registered Taxation
2016/12/12
100
1756
Pivotal Select Preferred Pricing (Client piece)
2020/06/30
100
1759
Pivotal Select Preferred Pricing FAQ (Advisor piece)
2020/06/30
100 1797 Pivotal Select Investor Profile
2021/06/07
Quantity
Maximum
Form #
Payout Annuity
Current version
100
355
Payout Annuity Application
2021/04/12
100 1244 Payout Annuities Client Brochure
2020/06/30
Quantity
Maximum
Form #
Guaranteed Interest Account
Current version
100
796
GIA TFSA Application
2020/06/30
100
799
GIA Application (Non-Reg, RRSP, RRIF, LIF)
2021/04/12
100 1049 GIA Client Brochure
2020/06/30
100
1116
GIA Product Facts
2020/06/30
100
1655
GDA Auto-Laddering
2020/06/30
100 1790 GIA Contract (Replaces Form #797 and #798)
2021/07/06
Quantity
Maximum
Form #
Savings & Retirement Materials
Current version
100 1404 Product Comparison Guide
2020/06/30
100
1514
Gradual Inheritance Strategy
2020/06/30
100 1612 Online Banking & Client Access (client piece)
2020/06/30
100
1613
Online Banking (advisor piece)
2020/06/30
100 1618 Equitable Life Investment Advantage
2020/08/04
100
1638
Equitable Life's Competitive Advantage
2020/06/30
100 1690 Converting Your Savings into Retirement Income
2020/03/19
1391 (2021/12/31)
Quantity Maximum Form #
RSP & TFSA Materials
Current version
100
1276
Tax Free Savings Account brochure
2020/06/20
100 1352 Retirement Realities
2020/09/17
100
1353
Choosing the right account type
2019/07/08
100 1354 Borrowing money to save money
2020/09/25
100
1355
A Retirement Savings Plan is just as relevant now as it was over 60
2020/09/17
100 1357 How to manage your tax refund
2020/09/30
100
1460A
What does your retirement bucket list include poster
2020/09/24
100 1583
Make your money work for you!
2020/06/30
100
1630
Tax-free money does exist if you know where to look
2020/06/30
100 1899 Taking money out of your RSP
2020/09/17
100
1909
When it is time to convert your RSP to a RIF
2020/09/17
100 1910A What did you wish for this year poster
2020/09/24
Advisors: Please request supplies from your MGA.
Please complete this form. Once complete, attach the form to an email and send to supply@equitable.ca
MGAs:
Y
ou may also fax to 519.883.7424.
Note: Form numbers in red are required point of sale documents.
Name:
Email address:
Phone Number:
Shipping address:
Agent / MGA code: