AXA Equitable and SRS Acquiom Create New Investment Strategy to Address Regulations Disrupting the M&A Status Quo
American Bankers – 6/25/15 – Foreseeing how new regulations will impact the deposit and money market funds traditionally used as investment vehicles in mergers and acquisitions (M&A) transactions, AXA Equitable, a pioneer in financial protection, and SRS Acquiom, a leading provider of M&A post-closing services, collaborated to launch Escrow Shield Plus(SM), an innovative investment alternative for escrow accounts designed exclusively for M&A.1
AXA Takes on Banks for $250 Billion of Escrow Funds
Bloomberg – 6/23/15 – AXA SA’s U.S. unit is seeking to add to its investment operation by competing with banks for the billions of dollars held in escrow accounts tied to mergers and acquisitions.2
AXA Takes Advantage of Rising M&A Activity
LifeHealthPRO – 6/23/15 – Taking advantage of the recent spike in M&A activity, AXA Equitable and SRS Acquiom have partnered to launch Escrow Shield Plus, an investment alternative for escrow accounts designed exclusively for mergers and acquisitions.3
1. GE-105289 (07/2017)
2. GE-105163 (07/2017)
3. GE-105291 (07/2017)
At the time of purchase, the client directs funds into the Escrow Shield PlusSM funding agreement and receives a crediting rate. Crediting rates are competitive, are based on current market conditions and are subject to change. All guarantees are based on the claims-paying ability of AXA Equitable Life Insurance Company.
Acquiom® and SRS® are registered trademarks or trademarks of SRS Acquiom LLC or its affiliates. Escrow Shield PlusSM is a service mark of AXA Equitable Life Insurance Company. All other logos, company names or product names are trademarks or registered trademarks of their respective owners. AXA Equitable Life Insurance Company is not affiliated with Acquiom Financial LLC or SRS Acquiom LLC.
Escrow Shield PlusSM is issued by AXA Equitable Life Insurance Company (NY, NY) and distributed through Acquiom Financial LLC, an affiliate broker-dealer of SRS Acquiom LLC and member FINRA/SIPC. Escrow Shield PlusSM contains certain limitations and restrictions and is not available in all states. Acquiom Financial does not make recommendations, provide investment advice, or determine the suitability of any security for any particular person or entity. Escrow Shield PlusSM may not be available in all jurisdictions.
Contract form #: FA-MA2014.