BancWest Investment Services: Important Information
At BancWest Investment Services (BWIS), we are committed to providing recommendations in the best interest of our clients and prospective clients.
Our client Relationship Summary, also known as Form CRS, is a four page summary of how we do business with you as a broker dealer or a registered investment advisor.
Our BWIS Disclosures is a more detailed explanation of our broker dealer business, including material facts relating to our products and services as well as information about costs and conflicts of interest.
Our Wrap Free Program Brochure, part of our Form ADV, provides information about how our wrap free program works and includes important disclosure information about the program.
Our Group Retirement Plan Services Program Brochure, part of our Form ADV, provides information about the services we provide to group retirement plans and includes important disclosure information about the program.
If you would like to receive a printed copy of any of these documents, or if you're having trouble
accessing them through our site, please call 1-800-338-3919 (TTY 866-936-2689) or email your request to
Legal information and Disclosures
Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. 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. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY