Equitable Advisors definition
Examples of Equitable Advisors in a sentence
Except for these entities, Equitable Advisors and Equitable Network are not affiliated with any other insurance company issuer of any insurance product or any mutual fund that we offer to your Plan under this Disclosure.
Our Registered Representatives may recommend insurance or annuity products offered by our affiliate, Equitable Financial Life Insurance company (“Equitable Financial”), or any insurance company or mutual fund that has a selling agreement with Equitable Advisors and/or Equitable Network.
Any Investment Fiduciary Services provided under this Agreement are solely the responsibility of Adviser, which is independent of Equitable Advisors.
You further acknowledge and agree that all investment decisions with respect to the Plan will be based on your independent judgment and that any information, research and/or recommendations provided by Equitable Advisors, LPL or your Financial Professional are not the primary basis for the Plan’s investment decisions.
Neither Equitable Advisors nor LPL acts as the custodian of the assets in your account; the fund company providing the funding vehicle for your plan arranges for custody, clearing and account reporting.
This Agreement may be amended by Equitable Advisors upon thirty (30) days notice to you.
All notices to Equitable Advisors, LPL or the Financial Professional must be provided in writing at Equitable Advisors’, LPL’s or the Financial Professional’s postal address, as applicable, and as such address may be updated by notice to the other parties from time to time.
Equitable Advisors and LPL are permitted to rely upon your instructions and authorizations, as well as any other person whom the Plan or Sponsoring Employer may designate from time to time or any other person having apparent authority to act on the Plan’s behalf.
Equitable Advisors and LPL will not be responsible for the authorized agents’ services, or the decisions or consequences of the authorized agents’ decisions.
Equitable Advisors makes available as investment options for retirement plans a broad selection of mutual funds and, together with our affiliate, Equitable Network, LLC (“Equitable Network”), we also offer variable and fixed insurance products.