A flexible approach to investing1

There are many investing styles, but at the end of the day what matters most is the freedom to invest your way. That’s why BancWest Investment Services, Bank of the West’s affiliated broker/dealer, offers a range of investing approaches that can stand alone—or be blended—depending on the level of guidance and involvement you desire.

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Invest on your own

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If you're confident in your investing knowledge and prefer a hands-on approach, Online Investing through BancWest Investment Services allows you to manage a portion or all of your portfolio yourself. A convenient online investing platform with enhanced research, trading capabilities, and performance analytics provides access to the resources you need. And, as a Wealth Management client, you'll receive 15 commission-free online trades every month.2

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Brokerage solutions with advisor1 guidance

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If you prefer to invest with more guidance, the knowledgeable advisors at BancWest Investment Services can assist you in identifying solutions that align with your overall financial plan. They will take into account your specific investment and lifestyle goals, and recommend smart investment solutions that are in line with your goals. These may include, but are not limited to, mutual funds, annuities1, insurance1,3, bonds, CDs, and structured notes.

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Professionally managed, personalized portfolios

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With BancWest Investment Services Investment Advisory Solutions, you’ll have access to valuable guidance from a team of specialists on managed money solutions that are well suited to your individual needs. We can help with specific strategies, such as growth or income, and provide access to leading managers like BlackRock, Russell, and Vanguard—as well as Global Investment Management through Bank of the West. Initial investments can start as low as $25,000.

If you have more sophisticated managed money needs and desire customized portfolio management, we offer Global Investment Management and Fiduciary Solutions.

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See what a difference Bank of the West Wealth Management can make for you and your family.

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Legal information and Disclosures

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1 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 Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

2 Fifteen (15) $0 commission order executions in equities and Exchange-Traded Funds (“ETFs”) per calendar month, per account ($6.95 order executions thereafter), for self-directed orders placed via the BancWest Investment Services online platform, subject to certain terms and conditions and additional fees (please refer to www.bankofthewest.com/invest for further details about self-directed investing available through BancWest Investment Services). If an order placed via the online platform is executed over multiple days, each day’s executions for that order will be counted separately and applied against the remaining available $0 commission order executions available that month. Requires an active Bank of the West Premier Checking account.

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. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

3 The insurance products available are underwritten and issued by participating insurance companies. Not all policies and product features are available in all states. This is not an offer or solicitation in any jurisdiction where the policies are not approved for sale. Any obligations under the policies are the exclusive obligations of the insurance companies and are subject to the financial conditions of the insurance companies. Bank of the West, its affiliates, and subsidiaries are separate from and unaffiliated with the participating insurance companies.

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