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 [email protected].