CUSTOMER ID DISCLOSURE

As part of our due diligence, Western International is required to verify an investor’s identity when opening an account.

This includes collecting proof of identity including driver’s license or passport identification. In connection with client identification requirements, we will collect certain information about investors.

We may require additional information about the investor for purposes of complying with Federal Law. In addition, we collect information regarding corporate entities, including information of beneficial owners, incorporation documents or equivalent documents.

COMMUNITY WIS GIVES BACK

A grounding component at WIS is for our people and capital to give back to the environment and to communities where we work and live. Socially responsible investing...

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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