Legal & regulatory documents
Find the latest legal and regulatory documents related to our Mutual Fund and ETF products.
BMO Mutual Funds Legal and Regulatory Documents
Proxy Voting Records
Other Important Information
Special meeting of Investors of BMO Corporate Class Inc. and BMO Bond Fund/BMO Tactical Global Bond ETF Fund
Annual meeting of BMO Monthly Dividend Fund Ltd.
- BMO Disability Savings Plan (Advisor) Terms and Conditions (653 KB - PDF)
- BMO Education Savings Plan (Advisor) Terms and Conditions (743 KB - PDF)
- BMO Retirement Income Fund (Advisor) Terms and Conditions (532KB - PDF)
- BMO Retirement Savings Plan (Advisor) Terms and Conditions (543 KB - PDF)
- BMO Tax-Free Savings Account (Advisor) Terms and Conditions (706 KB - PDF)
- IRC 2023 Report to Securityholders (as of December 31, 2023) (142 KB PDF)
- IRC 2023 Report to Securityholders (as of September 30, 2023) (176 KB PDF)
- BMO Proxy Voting Policies and Procedures (166 KB - PDF)