Welcome to our additional document library, home of all non-fund specific documents
| Date
|
Title
|
Document type
|
Capability
|
Action |
|---|---|---|---|---|
| February 27, 2020 | Responsible Roadshow 2020 March CPD Certificate | - | - | View Download |
| February 3, 2020 | OEIC Investment Funds application form | Forms | OEIC | View Download |
| January 24, 2020 | BMO MM Navigator Funds asset allocation compass | Sales Aid | Multi-Manager | View Download |
| January 24, 2020 | BMO MM Lifestyle Funds asset allocation compass | Sales Aid | Multi-Manager | View Download |
| January 20, 2020 | BMO Q1 European MiFID Template (EMT) | Regulatory Documents | - | View Download |
| December 20, 2019 | BMO Property Growth and Income Fund - Fund Update | - | Property | View Download |
| December 20, 2019 | BMO UK Property Fund - Looking to 2020 | - | Property | View Download |
| November 28, 2019 | OEIC ISA Transfer Form | Forms | ISA | View Download |
| November 28, 2019 | OEIC auto ISA application form | Forms | ISA | View Download |
| November 28, 2019 | OEIC Investment Funds application form (direct investors) | Forms | OEIC | View Download |
| November 28, 2019 | OEIC ISA application form | Forms | OEIC | View Download |
| November 28, 2019 | OEIC Selector application form | Forms | OEIC | View Download |
| November 28, 2019 | OEIC APS ISA application form | Forms | OEIC | View Download |
| November 21, 2019 | How to do business with us (SID) | Regulatory Documents | - | View Download |
| November 21, 2019 | BMO Q1 European PRIIPs Template (EPT) | Regulatory Documents | - | View Download |
| November 13, 2019 | Responsible Investment Strategies - Summary criteria | Guides | Responsible | View Download |
| October 23, 2019 | BMO MM Navigator Growth Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Navigator Distribution Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Navigator Cautious Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Navigator Boutiques Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Navigator Balanced Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Lifestyle 7 Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Lifestyle 6 Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Lifestyle 5 Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Lifestyle 4 Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| October 23, 2019 | BMO MM Lifestyle 3 Fund Investor report (Q3 2019) | Reports | Multi-Manager | View Download |
| July 26, 2019 | BMO Universal MAP Suitability report 2019 | - | - | View Download |
| July 10, 2019 | Sustainable Development Goals: A framework for investors | Guides | - | View Download |
| July 10, 2019 | BMO Responsible Global Equity Fund OEIC sales aid | Sales Aid | - | View Download |
| June 28, 2019 | Pyrford Global Total Return (Sterling) Fund brochure | Brochures | - | View Download |
| June 16, 2019 | Our guide to responsible investing | Guides | Responsible | View Download |
| June 4, 2019 | BMO Responsible Global Emerging Markets Equity Strategy - ESG Profile and Impact Report 2019 | Annual Report | - | View Download |
| May 28, 2019 | BMO UK Property Fund – a note to our investors | Brochures | Property | View Download |
| May 28, 2019 | BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2019 | Reports | Responsible | View Download |
| May 20, 2019 | BMO Q4 Fair Value Mid-Price Template (FVPT) | Regulatory Documents | - | View Download |
| May 20, 2019 | BMO Q4 Defined Contribution Pension Template (DCPT) | Regulatory Documents | - | View Download |
| May 13, 2019 | Thames River Capital LLP - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Execution Report | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO RTS28 Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| May 1, 2019 | TRC RTS28 Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| April 26, 2019 | BMO MM Navigator Distribution Fund - Monthly income explained | Sales Aid | Multi-Manager | View Download |
| April 11, 2019 | Corporate Governance Guidelines (CGG) | Policies | Responsible | View Download |
| April 9, 2019 | BMO Global Asset Management Conflicts of Interest Policy – Proxy Voting | Policies | Responsible | View Download |
| April 3, 2019 | BMO Navigator Distribution Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle 7 Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle 6 Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle 5 Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle 4 Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle 3 Single Fund Review | Reports | Multi-Manager | View Download |
| April 3, 2019 | BMO Lifestyle Family Fund Review | Reports | Multi-Manager | View Download |
| March 28, 2019 | Terms of business for intermediaries | Policies | - | View Download |
| March 28, 2019 | Terms of business for Distributors (Offshore Funds) | Policies | - | View Download |
| March 28, 2019 | How to do business with us | Guides | - | View Download |
| March 15, 2019 | BMO UK Property Fund update – March 2019 | Insights | - | View Download |
| January 10, 2019 | Fundwatch Q4 2018 | Sales Aid | Multi-Manager | View Download |
| December 10, 2018 | Fundwatch Q3 2018 | Sales Aid | Multi-Manager | View Download |
| December 10, 2018 | BMO MM Lifestyle suitability report | Reports | Multi-Manager | View Download |
| December 10, 2018 | BMO MM Navigator suitability report | Reports | Multi-Manager | View Download |
| November 29, 2018 | BMO Global Asset Management (EMEA) Order Execution Policy | Policies | - | View Download |
| November 19, 2018 | BMO Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | Thames River Capital LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | LGM Investments Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Fund Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Netherlands B.V. RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO AM Multi-Manager LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Investment Business Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| October 15, 2018 | 2017 Responsible Investment Review | Brochures | - | View Download |
| October 8, 2018 | BMO Universal Multi-Asset Portfolio range - Consumer | Brochures | - | View Download |
| October 8, 2018 | BMO Universal Multi-Asset Portfolio range - Adviser | Brochures | - | View Download |
| October 3, 2018 | Pyrford Global Total Return (Sterling) Fund application form | Forms | - | View Download |
| September 17, 2018 | F&C Investment Trust Management Engagement Committee | Terms of Reference | - | View Download |
| September 14, 2018 | BMO Property Growth & Income Feeder Fund Limited Application form | Forms | - | View Download |
| September 14, 2018 | BMO Investments III (Ireland) plc Application Form | Forms | - | View Download |
| September 14, 2018 | BMO Global Asset Management corporate brochure | Brochures | - | View Download |
| September 14, 2018 | BMO MM Navigator Distribution Fund - Consumer sales aid | Sales Aid | Multi-Manager | View Download |
| September 14, 2018 | Terms of business (intermediaries) | Regulatory Documents | - | View Download |
| September 14, 2018 | F&C Investment Trust Nomination Committee | Terms of Reference | - | View Download |
| September 13, 2018 | BMO MM capabilities brochure | Brochures | Multi-Manager | View Download |
| September 13, 2018 | BMO MM Lifestyle Consumer Brochure | Brochures | Multi-Manager | View Download |
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.