Documents

For a complete list of legal and regulatory documents for BMO Mutual Funds and BMO ETFs, click here.

Date

Title

Document type

Plans

March 17, 2021

LIBOR Termination Update

Announcements
December 9, 2020

RC518e – Declaration of Tax Residence for Individuals – Part XVIII and Part XIX of the Income Tax Act

Forms
December 9, 2020

RC519e – Declaration of Tax Residence for Entities – Part XVIII and Part XIX of the Income Tax Act

Forms
October 15, 2020

BMO Global Asset Management – IBOR Transition

Announcements
2019
April 25, 2019

Covered Call Option Strategy – Enhanced Income with Covered Calls

Product Overview
April 25, 2019

BMO Retirement Portfolios Brochure

Brochure
April 25, 2019

BMO Retirement Portfolios Fact Sheet

Fact Sheet
April 25, 2019

5 Lenses

Brochure
April 25, 2019

BMO ETF Portfolios Fact Sheet

Fact Sheet
April 25, 2019

BMO Dividend ETFs – Portfolio Construction Methodology

Product Overview
April 25, 2019

BMO ETF Low Volatility Strategy

Product Overview
April 25, 2019

BMO Quality ETFs – Making Sense of Quality Investing

Product Overview
April 25, 2019

BMO ETF Portfolios Brochure

Brochure

Risk Disclaimer

The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Past performance should not be seen as an indication of future performance.

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