Canadian Western Trust

FATCA requirements updated on CWT's Investment account application form

In an effort to maintain exceptional standards in compliance with regards to the Foreign Account Tax Compliance Act (FATCA), CWT has updated its Investment account application:

  • Applicants completing the form are required to select if they are a US citizen or US resident for tax purposes
  • If yes, their US Tax Identification Number (TIN) needs to be completed

 

The new Investment account application form and how to complete guide have been updated on CWeb and on cwt.ca/forms. Please only use the updated version of the form.

For questions about CWT accounts, please contact our Client Service Team at 1.800.663.1124 or email informationservices@cwt.ca.