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

Fund Facts

Simplified Prospectus

Fund Facts Links

Simplified Prospectus - May 24th, 2024

Passive Foreign Investment Company (PFIC)

Amendment to the Simplified Prospectus August 30, 2024

Simplified Prospectus - November 29, 2024

BMO Mutual Funds

Proxy Voting Records

Other Important Information

Proxy Voting Records

Important Information for Self-Directed Investors

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.

Management Information Circular

Management Information Circular

Notice and Access

Notice and Access

BMO ETFs