Managing your money
Today we think investing is more important than ever. Investing in BMO Capital and Income Investment Trust PLC, through our range of investment plans, designed to help you reach your investment goals, whatever they are. At BMO, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek. This ambition isn’t new, we can trace it through a heritage that spans back over 200 years. Whether you are a new or returning customer, all the information on how to invest can be found below.
You can invest from as little as £25 per month or a lump sum of £100.
Investing with BMO is simple, but there are a few decisions to make before you open an account.
Decide on the amount you would like to invest
- One-off contributions, sales and switches can be made online without any dealing charges.
- Or a combination of regular direct debit and lump sums
- If you need to send instructions via post, there will be a £12 charge for each fund selected
Make sure you’re happy to go ahead and be sure to read
All of our investment plans involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments that you choose to hold in the plans. You need to be comfortable that you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances. *Please note a new CTF cannot be opened, however you can transfer an existing Child Trust Fund to a BMO Child Trust Fund or a BMO Junior ISA.