recently announced that we will be transitioning the remaining F&C branded
products to the BMO brand. The changes include the adoption of the BMO name by
all open ended funds and corporate entities in Europe, with our direct to
consumer channel also aligning under the parent brand.
Having more of our global and local capabilities under a single brand will help us further simplify the way we communicate with clients across all our regions, and marks another important step as we
our expansion across EMEA and look to further strengthen our global
proposition, following the acquisition of F&C Asset Management in 2014.
The transition is expected to take place before the end of 2018, and we will provide further details in due course to ensure it is as seamless as possible. In the meantime, for more information, please refer to our frequently asked questions below. In addition, you can find out more about BMO Global Asset Management at www.bmogam.com/corporate/about-us/. For any other questions, please contact your usual representative.
look forward to updating you over the coming months, and thank you for your
continued interest in BMO.
Our ambition is to transition all F&C open ended and corporate entities in Europe, as well as our direct to consumer channel, to the BMO brand by the end of 2018.
Clients are increasingly looking for strong global investment solution providers. Our goal is to provide effortless access to investment solutions for our clients. Having the majority of our global and local capabilities under a single brand provides that.
BMO has a long and proud history and a very strong brand in North America and one that we have been building in EMEA over the past three years. Under the BMO name we will continue to execute on our ambitious plans to expand our business, and centre our business around our clients, delivering consistent investment performance and reliable delivery of relevant products.
The investment we have made in the business and the BMO Global Asset Management brand in EMEA over the past three years provides us with a solid platform from which to now take another step towards our unified brand ambition, as we continue our growth in the UK, EMEA and globally.
Whilst we see the benefit of ensuring individual trust names align with the name of our direct to consumer channel, which will align under the BMO brand, ultimately any decision to change the name of a specific trust is one for the Board to make at the appropriate time.
The majority of funds will simply be renamed from F&C to BMO. There are a limited number of funds where we have taken this opportunity to better align the name with the objectives of the fund.
We will be working with providers to make the name changes on their platforms and update the KIIDS in line with our planned timings.
No. Existing bank accounts and payment methods will remain the same. We will be updating the name on our bank accounts to the relevant new legal entity names, but the account details will be unchanged.
Following the name change later this year, any payments you currently make to or receive from F&C will show as BMO on your bank statement. You do not need to take any action.
Our contact details are not changing. Our telephone numbers stay the same. Addresses stay the same, with reference to F&C in the names updated to BMO. Our website and email addresses will remain the same, except within our direct to consumer channel where our website and email addresses will change to align under the BMO brand and customers using the old addresses will automatically be forwarded to the new addresses once the changes go live.
Our business to business clients will already be familiar with BMO as our client management team has been operating under the BMO brand for three years.
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