Existing Investment Trust Customer
(Lines open weekdays 9am-5pm)
(response within 3 business days)
BMO Asset Management Limited.
PO Box 11114
New Investment Trust Customers
(Lines open weekdays 8:30am-5:30pm)
Existing OEIC Customer
BMO Fund Management Limited.
PO Box 9040
“Excellent service, helpful staff and good information throughout.”
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Top 5 Frequently Asked Questions
If you are the only account holder you can notify us of your new address by phone on 0345 600 3030 or by using our online account management service, if you have registered.
Alternatively, you can send us a written instruction to: BMO Asset Management Limited, PO Box 11114, Chelmsford, CM99 2DG.
If your account is held by more than one person, then any notification of address change must be in writing to the address above and signed by all account holders who are changing their address.
Please note that, for your security, we are unable to accept address changes by e-mail.
You can do this either through our online service (dependent on account type – please see the Q&A section specific to your account type to see if this is available) using a debit card or by sending us a cheque in the post. If posting a cheque please also complete the relevant Top-Up Form and send this along with your cheque.
Your money is invested on the next available dealing day after receipt of your payment (subject to online dealing cut-off times).
You can send a letter to us or use our online account management service to send us your instruction (please note that joint investors or accounts registered under company names cannot do this online). If you are sending us instructions by letter or fax, please remember to include your account number. Alternatively, you can download a Sale of Shares form from our website or obtain a copy from the Investor Services Team, and fill in the form and return to us.
We will acknowledge receipt of your request in writing and your shares will be sold on the next dealing day after we receive your instructions (this is usually the next business day).
You will normally receive a cheque to your home address within eight business days (if you fax your instruction, we’ll sell on the next dealing day but for security, we will require the original request to be sent to us before we can send the proceeds to you).
If you would prefer the proceeds to be paid directly into your UK bank/building society account, you must provide proof of your bank details at the time you request the sale. Please note that you cannot withdraw sales proceeds from either a CTF or JISA account.
Yes, you can switch your investment between trusts at any time. If you’ve registered for our online service and are the only account holder you can make the change yourself online. If not you can also use the Change of Investment Instructions form on our website or obtain a copy from our Investor Services Team.
A summary of the available funds, their objectives and recent performance can be found in our Investment Trust guide. You can also find fund details and performance details in the investment trust section of our website. We’re not able to recommend a trust for you so if you are unsure, you should speak to a professional financial adviser.
We will acknowledge receipt of your request in writing. We will then carry out the sale, and purchase of the new shares, on the next dealing day (this is usually the next business day). We will then write to you with details of the transactions and your new holdings – you will normally receive this within ten working days of your original request.
The proof needs to be pre-printed by your bank and show:
- Your sort code
- Your account number
- The name of the accountholder(s)
This is normally a pre-printed pay-in slip (which is usually found in the back of your cheque book but may be provided by your bank/building society separately) or cancelled cheques (i.e. a blank cheque that you have scored through so that it cannot be used). A cancelled cheque is sometimes referred to as a spoilt cheque or a voided cheque.
At BMO we are dedicated to providing the highest level of customer service to our investors and financial advisers at all times.
Investment Trust Companies
For all Investment Trust feedback or complaints, please contact us by:
Phone: 0345 601 3313 (9.00am – 5.00pm weekdays)
BMO Asset Management Limited
PO Box 11114
This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.