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!

Forms

Quick Links*:

*Please note, CWT is not responsible for ensuring the accuracy of any of the forms listed above.

Life Income Fund Addenda
Locked-in Retirement Account Addenda
Locked-in Retirement Income Fund Addenda
Locked-in Retirement Savings Plan Addendum
Prescribed Retirement Income Fund Addenda
Restricted Life Income Fund Addendum
Restricted Locked-in Savings Plan Addendum