Document Library 

Date

Title

Document type

Plans

October 22, 2021

BMO Capital and Income Investment Trust factsheet

Factsheet
May 29, 2021

Investing for Children guide

Guides
May 28, 2021

BMO Capital and Income Investment Trust – Interim Report 2021

Interim report
May 28, 2021

Investing for you guide

Guides
May 10, 2021

Junior Investment Account (JIA) application form

Forms
JIA
May 6, 2021

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges

Pre-Sales Cost & Charges Disclosure
JIA
May 6, 2021

ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
ISA
May 6, 2021

Junior ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
JISA
May 6, 2021

General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
GIA
May 6, 2021

Lifetime ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
LISA
May 5, 2021

Individual Savings Account (ISA) transfer form

Application Forms
ISA
May 5, 2021

Individual Savings Account (ISA) application form

Application Forms
ISA
April 6, 2021

Junior ISA (JISA) application form

Application Forms
JISA
February 11, 2021

BMO Capital and Income Investment Trust – AGM Proxy Voting Results

AGM Documents
February 11, 2021

BMO Capital and Income Investment Trust – AGM Fund Manager Presentation

AGM Documents
February 2, 2021

KID BMO Capital and Income

Key Information Documents (KIDs)
November 27, 2020

BMO Capital & Income Investment Trust – Annual Report 2020

Annual Report
October 15, 2020

BMO Global Asset Management – IBOR Transition

Announcements
June 1, 2020

BMO Capital and Income Investment Trust – Interim Report 2020

Interim report
April 6, 2020

General Investment Account application form

Application Forms
GIA
April 6, 2020

Child Trust Fund Transfer form

Transfer
CTF
April 6, 2020

Junior ISA (JISA) Key Features

Key Features
JISA
April 6, 2020

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

Key Features
ISA
April 6, 2020

Child Trust Fund (CTF) Key Features

Key Features
CTF
April 6, 2020

Junior Investment Account (JIA) Key Features

Key Features
JIA
February 5, 2020

Investor Disclosure Document

Regulatory Documents
January 8, 2020

Q&A with Julian Cane

Newsletter
January 8, 2020

Style over substance – Julian Cane

Newsletter
December 2, 2019

BMO Capital & Income Investment Trust – Annual Report 2019

Annual Report
2019
June 20, 2019

Audit Committee and Management Engagement Terms of Reference

Terms of Reference
May 24, 2019

Do Deadlines Really Matter? – Julian Cane

Newsletter
May 24, 2019

Capital and Income Investment Trust interim report 2019

Interim report
2018
December 6, 2018

Capital and Income Investment Annual Report 2018

Annual Report
December 5, 2018

Nomination Committee – Terms of reference

Terms of Reference
November 13, 2018

Privacy policy

Policies
May 25, 2018

Capital and Income Investment Trust interim report 2018

Interim report
April 17, 2018

Capital and Income Investment Annual Report 2017

Annual Report
2017
May 23, 2017

Capital and Income Investment Trust interim report 2017

Interim report
April 28, 2017

Capital and Income Investment Annual Report 2016

Annual Report
2016
May 22, 2016

Capital and Income Investment Trust interim report 2016

Interim report
April 17, 2016

Capital and Income Investment Annual Report 2015

Annual Report
2015
May 24, 2015

Capital and Income Investment Trust interim report 2015

Interim report
April 18, 2015

Capital and Income Investment Annual Report 2014

Annual Report
2014
May 23, 2014

Capital and Income Investment Trust interim report 2014

Interim report
April 17, 2014

Capital and Income Investment Annual Report 2013

Annual Report
2013
May 25, 2013

Capital and Income Investment Trust interim report 2013

Interim report
April 18, 2013

Capital and Income Investment Annual Report 2012

Annual Report
2012
May 23, 2012

Capital and Income Investment Trust interim report 2012

Interim report
April 18, 2012

Capital and Income Investment Annual Report 2011

Annual Report
2011
April 17, 2011

Capital and Income Investment Annual Report 2010

Annual Report
2010
May 27, 2010

Capital and Income Investment Trust interim report 2010

Interim report
April 16, 2010

Capital and Income Investment Annual Report 2009

Annual Report
2009
May 22, 2009

Capital and Income Investment Trust interim report 2009

Interim report
April 17, 2009

Capital and Income Investment Annual Report 2008

Annual Report
2008
May 23, 2008

Capital and Income Investment Trust interim report 2008

Interim report
April 18, 2008

Capital and Income Investment Annual Report 2007

Annual Report
2007
May 24, 2007

Capital and Income Investment Trust interim report 2007

Interim report
April 18, 2007

Capital and Income Investment Annual Report 2006

Annual Report

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