The Investor Portal Competition is now closed, any registrations made after midnight 31 December 2020 will not be entered into the draw. The winners will be contacted by email in the coming days.

It’s Competition Time

Earlier this year, we launched the ‘BMO Investor Portal‘ the quickest and easiest way to access your investments. To commemorate the launch, we’re offering the chance to win £250.

All you have to do to have a chance of winning the £250 is to register for the ‘BMO Investor Portal‘ by 31 December 2020 and we’ll pick four winners at random. Those who are already registered for the service will be entered into the draw. Full Terms & Conditions and how to sign-up if you haven’t already can be found below.

Registering for the BMO Investor Portal

Once you log-in* to the new online portal you’ll have access to the below features:

  • View up-to-date valuations for your account(s)
  • Switch and update your funds
  • Setup or change monthly contributions
  • View documents
  • Update your contact details
  • Make new lump sum investments and/or withdrawals

Please note, some accounts will not currently have full access to all of the available features of the online service.

Competition Terms & Conditions

Eligibility to enter

  1. This offer is open to new and existing BMO Global Asset Management (“BMO”) customers who sign up/create an account on the BMO Investor Portal at (“the Portal”).
  2. New customer means individuals who have not previously signed up to, created an account or used the services of the Portal before.
  3. Existing customer means individuals who are already BMO customers and previously signed up to or created an account on the Portal before 31 December 2020.
  4. Entering in this prize draw confirms that you are eligible to do so and eligible to claim any prize you may win.
  5. The promotor of this prize draw is BMO Asset Management Limited of Exchange house, Primrose Street, London EC2 2NY
  6. This prize draw opens at 00.01 on 4th November 2020 and closes at 11.59pm on 31 December 2020 (“the Prize Draw Period”).
  7. Employees and/or agents (and their respective families) of BMO Asset Management Limited, any group company, and/or associated company are not eligible to enter the prize draw.

How to enter

  1. If before the end of the Prize Draw Period you have completed the following:
  1.   signed up to and created an account in the Portal or
  2. already have an account in the Portal you will automatically be entered in the prize draw.
  1. Failure to complete any of the actions in points (i) and (ii) above before the end of the Prize Draw Period will result in you not being entered into the prize draw.
  2. Entry into the prize draw is free.
  3. Each account registered in the Portal before the end of the Prize Draw Period will automatically entitle you to one entry into the prize draw. Should you wish to be excluded from the prize draw, please contact us at [email protected].
  4. BMO shall not be held responsible for any:
  1. failures or delays caused by third-party providers; and
  2. failed entries due to technical failures outside of BMO’s reasonable control.

The prize

  1. The prize will be one of four cheques for £250.
  2. The prizes are non-exchangeable, non-transferable and will be paid to registered contact associated with your registered account.

Winner announcement

  1. The winners will be randomly selected in accordance with the laws of chance by an independent third party on 4th January 2021.
  2. The winners will be notified within 5 working days from the date of selection via the email associated with that account.
  3. BMO will attempt to contact the winner by email up to two times.
  4. If the winner does not respond to the second email notifying them of their win within fourteen (14) days, they will lose their right to the prize, and BMO reserves the right to choose and notify a new winner.
  5. Please note, we are required to provide details proving a valid award has taken place to anyone requesting such information. We will comply with this requirement by disclosing the winner’s surname and county upon request. Should you wish to object to these details being shared, please contact us at [email protected]. For the avoidance of doubt, regardless of your objection and in the event we are asked for it, we will still be required to share the winner’s surname and county with the Advertising Standards Authority.

Receipt of the prize

  1. The four winners will each receive a prize cheque of £250. We will provide the prizes via post within 30 days of successfully contacting the winners, subject to the winner’s confirmation that the information we hold is correct.


  1. BMO reserves the right to void the prize draw entry at any time without prior notice in cases of suspected abuse, fraud or violation of its rules.
  2. BMO reserves the right to change, terminate or withdraw this prize draw without prior notice due to unexpected operational constraints.
  3. This prize draw should not form the basis of any decision to invest. If you are unsure if an account is the right choice for you, please seek financial advice.
  4. BMO shall use and take care of any personal information you supply to it as described in its privacy policy, a copy of which can be seen here, and in accordance with data protection legislation.  By entering the prize draw, you agree to the collection, retention, usage and distribution of your personal information in order to process and contact you about your prize draw entry, and for the purposes outlined in paragraph 18 above.
  5. BMO charges management and other fees. The details are available here.
  6. Insofar as is permitted by law, BMO will not in any circumstances be responsible or liable to compensate the winner(s) or accept any liability for any loss, damage, personal injury or death occurring as a result of taking up the prize except where it is caused by the negligence of BMO.
  7. This prize draw is governed by English Law and participants to the prize draw submit to the exclusive jurisdiction of the English Courts.

Contact us

Should you have any queries or require further information on the competition or the new online service, please contact us on 0345 600 3030.