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Open a new account or consolidate your retirement accounts at BancWest Investment Services and get up to $600.
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This offer is valid for new or existing BancWest Investment Services, Inc. (“BWIS”) customers. Customers who previously received a cash bonus from BWIS are not eligible for this offer. “Qualifying Assets,” for purposes of this offer, shall mean aggregate assets (i.e., cash, securities, fixed and variable annuities, and real estate investments trusts) deposited or transferred into Eligible Accounts from outside BWIS or any BWIS affiliate within 60 days of the initial deposit or transfer, minus assets withdrawn or transferred out of Eligible Accounts within such 60-day period. Qualifying Assets will be valued at the time BWIS receives such assets. Life insurance holdings and other assets not listed above are not “Qualifying Assets” and are not eligible for this offer. “Eligible Accounts” are BWIS accounts that hold Qualifying Assets. Customers with Qualifying Assets of $25,000-$49,999.99 may receive a bonus in the amount of $100; Qualifying Assets of $50,000-$99,999.99, may receive $200; Qualifying Assets of $100,000-$249,999.99, may receive $300; Qualifying Assets of $250,000 or more, may receive $600. The bonus amount customers may receive will be determined by the Qualifying Assets deposited or transferred into Eligible Accounts owned by the same primary account holder. Eligible Accounts must be funded with Qualifying Assets by September 30, 2014 to be eligible for this offer. The minimum Qualifying Assets for the applicable bonus amount must be maintained in Eligible Accounts for one year from the date on which BWIS receives such assets or BWIS may charge the account the amount of the bonus. If the qualifications for this offer are met, the bonus will be credited to the Eligible Account in approximately 4-6 weeks following the transfer or deposit of Qualifying Assets into the Eligible Account. The bonus will be paid directly to the customer’s Eligible Account that is a retirement account or, if none is available, another Eligible Account. The value of the bonus may be deemed taxable income, and the customer may receive a Form 1099 reflecting the value of the bonus. Customers should consult a tax professional to determine the appropriate tax treatment for this bonus offer. Employees or associated persons of FINRA, any FINRA member firm (other than BWIS), or a U.S. exchange are not eligible for this offer. Employees, associated persons, and customers of First Hawaiian Bank and First Hawaiian Investment Services are not eligible for this offer. This offer is limited to one per customer. Offer is non-transferrable and only valid in the United States. BWIS reserves the right to modify or cancel this offer at any time. Other restrictions or terms and conditions may apply. Void where prohibited.
Deposit and loan products offered by Bank of the West, Member FDIC.
Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321), through BancWest Insurance Agency in Utah and through BancWest Investment Services, Inc. in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West and a part of the Wealth Management Group. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas.
Investment and Insurance products are: