Advisor Toolkit(EN)

Download your launch kit items here

Your go-to hub for essential resources designed to support Equitable Guaranteed Investment FundsTM client conversations. Get quick access to helpful links, FAQs, sales materials and more — all in one convenient place.

Welcome to the advisor toolkit

What’s new?

Feature

Fund Shelf

Asset Rebalancing

Equitable Pivotal SelectTM

51 funds*; 10 fund managers

Yes - client-specified frequency (quarterly, semi-annually, annually); for all funds within the same sales charge option

Yes - householding across up to 10 eligible family members at same address

Householding

Preferred Pricing

Combined contract values based on first-named owner's SIN; tier calculation includes Equitable GIF and Pivotal Select contract values

Contract: $100 (except RRIF/LIF types: $10,000);Deposit: $25;Withdrawal: $100

Minimums

Equitable GIF

47* funds; 7 fund managers

Not available

Based on individual contract value only

Contract: $500;Deposit: $50;Withdrawal: $250

Introducing the new Equitable Guaranteed Investment Funds™ (Equitable GIF) - a purpose-built solution for today’s unpredictable markets. Clients still get the guarantees they love plus more investment choices, better pricing options and enhanced product features to choose from.

Built for markets. Designed for clients.

* Refer to the ‘Available Funds’ section by selecting ‘See the full list of changes

Advisor FAQ

Advisor guide

Fund linedup

all funds available on 75/75 & 75/100 36 funds available on 100/100

all funds available on 75/75 35 funds available on 75/100 & 100/100

51 funds*; 10 fund managers

47* funds; 7 fund managers

Fund Shelf

See the full list of changes

Have a question or need support?

Contact your Director, Investment Sales.

Product knowledge

Product Sale

Download your launch kit items here

Contract: $100 (except RRIF/LIF types: $10,000);Deposit: $25;Withdrawal: $100

Contract: $500;Deposit: $50;Withdrawal: $250

Minimums

Preferred Pricing

Combined contract values based on first-named owner's SIN; tier calculation includes Equitable GIF and Pivotal Select contract values

Based on individual contract value only

Yes - householding across up to 10 eligible family members at same address

not available

Householding

Asset Rebalancing

Yes - client-specified frequency (quarterly, semi-annually, annually); for all funds within the same sales charge option

not available

47* funds; 7 fund managers

Equitable Pivotal SelectTM

Feature

Equitable GIF

Fund Shelf

* Refer to the ‘Available Funds’ section by selecting ‘See the full list of changes

Download your launch kit items here

Contact your Director, Investment Sales.

Have a question or need support?

Transaction with EZtransact®

Start an application with EZcomplete®

Make a transaction with EZtransact®

Advisor FAQ

Advisor guide

Fund lineup

Featured client materials

Start an application with EZcomplete®

Make a transaction with EZtransact®

Product sale

Product knowledge

Advisor guide

Advisor FAQ

Fund linedup

Product knowledge

Advisor guide

Advisor FAQ

Fund linedup

Télécharger

Download

Fund Shelf

51 funds*; 10 fund managers

47* funds; 7 fund managers

all funds available on 75/75 & 75/100 36 funds available on 100/100

Not available

all funds available on 75/75 & 75/100 36 funds available on 100/100

* Refer to the ‘Available Funds’ section by selecting ‘See the full list of changes

Equitable GIF

Fund Shelf

Equitable Pivotal SelectTM

Equitable GIF

Yes - client-specified frequency (quarterly, semi-annually, annually); for all funds within the same sales charge option

Asset Rebalancing

Equitable Pivotal SelectTM

Equitable GIF

Yes - householding across up to 10 eligible family members at same address

Not available

Asset Rebalancing

Yes - client-specified frequency (quarterly, semi-annually, annually); for all funds within the same sales charge option

Equitable Pivotal SelectTM

Equitable GIF

Not available

Preferred Pricing

Combined contract values based on first-named owner's SIN; tier calculation includes Equitable GIF and Pivotal Select contract values

Equitable Pivotal SelectTM

Equitable GIF

Based on individual contract value only

Download

See the full list of changes

Contract: $100 (except RRIF/LIF types: $10,000);Deposit: $25;Withdrawal: $100

Contract: $500;Deposit: $50;Withdrawal: $250

Minimums

Preferred Pricing

Combined contract values based on first-named owner's SIN; tier calculation includes Equitable GIF and Pivotal Select contract values

Based on individual contract value only

Yes - householding across up to 10 eligible family members at same address

Not available

Householding

Asset Rebalancing

Yes - client-specified frequency (quarterly, semi-annually, annually); for all funds within the same sales charge option

Not available

47* funds; 7 fund managers

Fund Shelf

51 funds*; 10 fund managers

Fund Shelf

Equitable Pivotal SelectTM

Feature

Equitable GIF

all funds available on 75/75 & 75/100 36 funds available on 100/100