Prior to making an investment, the investor will be required to submit the following documents:

  • Trust Account Opening Form
  • Specimen Signature Cards
  • Investor Risk Profiling Questionnaire
  • Investment Declaration, if applicable
  • Risk Disclosure Statement
  • Participating Trust Agreement
  • Valid IDs of the investor

Additional documents for Corporate Accounts:

  • Copy of the SEC Registration
  • Copy of Articles of Incorporation and By-Laws
  • Notarized Secretary’s Certificate authorizing the corporation to open an account with EastWest Bank – Trust Division and appointing the designated officers authorized to sign for and in behalf of the corporation
  • Trust Account Opening Form for the signatories

Visit any of EastWest Bank’s stores nationwide to start investing.