Security. Accessibility. Service.
Delivering the trust your clients' investment strategies need
Welcome to CWB Trust Services' dedicated HighView Financial Group Advisor Support page. As a valuable strategic partner we're committed to providing you the personalized and dedicated service that defines our approach. Below are forms and support documents customized for HighView Financial Group and your high net-worth clients' specific needs. If you require any additional support, we're here to help!
- RSP-RIF Account Application (PDF, 2.1MB)
- Beneficiary Designation (RSP, RIF, and TFSA) (PDF, 1.5MB)
- List of requirements for IPPs (PDF, 0.6MB)
- Standard Pre-authorized Debit Form (PDF, 0.7MB)
- TFSA Application (PDF, 2.0MB)
- Individual Client Account Application (PDF, 2.0MB)
- Entity Investment Account Application (PDF, 2.0MB)
- HighView Application Forms - Full Package (PDF, 2.3MB)
- Transfer Authorization (PDF, 2.0MB)
- Fee Schedule (PDF, 1.4MB)
- Account Agreement (PDF, 0.6MB)
- Highview Account Checklist (PDF, 2.2MB)
- List of Beneficial Owners (PDF, 0.9MB)
- Politically Exposed Persons Information (PDF, 0.5MB)
- W-8ben IRS form: https://www.irs.gov/forms-pubs/form-w-8ben-certificate-of-foreign-status-of-beneficial-owner-for-united-states-tax-withholding
- Politically Exposed Person (PEP) Information: https://www.irs.gov/forms-pubs/about-form-w-8ben-e
- RC518 - for individuals: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/rc518.html
- RC519 - for entity accounts: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/rc519.html
*Please note, CWT is not responsible for ensuring the accuracy of any of the forms listed above.