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.

Client Relationship Summary

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.

BWIS Disclosures

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.

Wrap Free Program Brochure

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.

Group Retirement Plan Services Program Brochure

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
BWIS.CallCenterMailbox@bankofthewest.com

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 Investments Services, Inc. in all other states were it is licensed to do business.

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.

Investment and Insurance Products:

  • NOT FDIC INSURED
  • NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • NOT A DEPOSIT
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY