Document Library

Everything you need to invest or manage your existing savings plan with BMO

Using our Investor Portal is the quickest and most cost-effective way to open a new account or manage an existing account. It allows you to switch funds, view valuations, make withdrawals and other admin tasks where applicable.

If you are unable to use our online service, you can transact by post using the forms below.

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Plans
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June 16, 2021 Third party donor form Forms - View Download
June 16, 2021 Junior ISA (JISA) change of investment instructions form Forms JISA View Download
June 16, 2021 Investment Trust additional contact details form Forms - View Download
June 16, 2021 Instruction to pay account charges using an existing direct debit Forms - View Download
June 16, 2021 Instruction to pay account charges using a new direct debit Forms - View Download
June 16, 2021 BMO Junior ISA (JISA) Change of Registered Contact Forms JISA View Download
June 16, 2021 Child Trust Fund (CTF) change of registered contact form Forms CTF View Download
June 16, 2021 Child Trust Fund (CTF) change of instructions form Forms CTF View Download
June 16, 2021 Change to your personal details form Forms - View Download
May 29, 2021 Investing for Children guide Guides - View Download
May 28, 2021 Investing for you guide Guides - View Download
May 26, 2021 Lifetime ISA Top-up Form Forms LISA View Download
May 26, 2021 Lifetime ISA Application Form Forms LISA View Download
May 10, 2021 General Investment Account (GIA) top-up form Forms GIA View Download
May 10, 2021 Individual Savings Account (ISA) top-up form Forms ISA View Download
May 10, 2021 Junior Investment Account (JIA) top-up form Forms JIA View Download
May 10, 2021 Junior Investment Account (JIA) application form Forms JIA View Download
May 10, 2021 Junior ISA (JISA) top-up form Forms JISA View Download
May 10, 2021 Child Trust Fund (CTF) top-up form Forms CTF View Download
May 6, 2021 Lifetime ISA Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure LISA View Download
May 6, 2021 General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure GIA View Download
May 6, 2021 Junior ISA Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure JISA View Download
May 6, 2021 ISA Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure ISA View Download
May 6, 2021 Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges Pre-Sales Cost & Charges Disclosure JIA View Download
May 6, 2021 Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure CTF View Download
May 6, 2021 Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure CTF View Download
May 5, 2021 Combined ISA application and transfer form Forms ISA View Download
May 5, 2021 Investment Trust ISA Additional Permitted Subscriptions (APS) application form Forms ISA View Download
May 5, 2021 Individual Savings Account (ISA) application form Forms ISA View Download
May 5, 2021 Individual Savings Account (ISA) transfer form Forms ISA View Download
April 6, 2021 OEIC auto ISA application form Forms ISA View Download
April 6, 2021 OEIC ISA application form Forms OEIC View Download
April 6, 2021 Junior ISA transfer form Transfer JISA View Download
April 6, 2021 Junior ISA (JISA) application form Forms JISA View Download
March 31, 2021 BMO Global Asset Management - Statement on Assessment of Value Statement on Assessment of Value - View Download
March 16, 2021 LIBOR Termination Update Announcements - View Download
March 5, 2021 BMO Investments (Ireland) plc - Sustainability Risk Policy Policies - View Download
March 5, 2021 BMO Investments II (Ireland) plc - Sustainability Risk Policy Policies - View Download
March 5, 2021 BMO Investments III (Ireland) plc - Sustainability Risk Policy Policies - View Download
March 3, 2021 BMO Global Asset Management - Remuneration Policy Policies - View Download
February 26, 2021 BMO Global Asset Management - Principal Adverse Sustainability Impacts Statement Policies - View Download
February 26, 2021 BMO Global Asset Management - Sustainability Risk Policy Policies - View Download
February 10, 2021 Key Information Document (KID) Key Information Documents (KIDs) - View Download
February 2, 2021 KID - TR Property Investment Trust Key Information Documents (KIDs) - View Download
February 2, 2021 KID F&C Investment Trust Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Real Estate Investments Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO UK High Income Trust - Units Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO UK High Income Trust - B Shares Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO UK High Income Trust - Ordinary Shares Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Private Equity Trust Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Managed Portfolio Trust - Income Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Managed Portfolio Trust - Growth Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Global Smaller Companies Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Commercial Property Trust Key Information Documents (KIDs) - View Download
February 2, 2021 KID BMO Capital and Income Key Information Documents (KIDs) - View Download
February 2, 2021 KID European Assets Trust Key Information Documents (KIDs) - View Download
November 9, 2020 Bereavement Guide Guides - View Download
October 15, 2020 BMO Global Asset Management - IBOR Transition Announcements - View Download
October 8, 2020 BMO Global Asset Management (EMEA) Order Execution Policy Policies - View Download
September 30, 2020 A Guide to Responsible Investing Guides - View Download
August 27, 2020 Child Trust Fund Maturity Election form Forms CTF View Download
July 15, 2020 Child Trust Fund - Update Contact Details Form Forms CTF View Download
April 6, 2020 BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form Forms GIA View Download
April 6, 2020 Junior ISA (JISA) Key Features Key Features JISA View Download
April 6, 2020 Child Trust Fund (CTF) Key Features Key Features CTF View Download
April 6, 2020 Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features Key Features ISA View Download
April 6, 2020 Junior Investment Account (JIA) Key Features Key Features JIA View Download
April 6, 2020 General Investment Account (GIA) and Junior Investment Account ownership transfer form Forms GIA View Download
April 6, 2020 GIA Transfer of Sale Proceeds to an ISA Forms GIA View Download
April 6, 2020 Investment Trust change of instructions form Forms - View Download
April 6, 2020 Investment Trust Savings Plans Sale of shares form Forms - View Download
April 6, 2020 Investment Trust dividend form Forms - View Download
April 6, 2020 Direct debit instruction Forms - View Download
April 6, 2020 Child Trust Fund Transfer form Transfer CTF View Download
April 6, 2020 Child Trust Fund to BMO Junior ISA transfer form Transfer CTF View Download
April 6, 2020 General Investment Account application form Forms GIA View Download
April 1, 2020 KIID – FTSE All Share Tracker Fund (Share Class 2) Key Information Documents (KIDs) - View Download
April 1, 2020 KIID - FTSE All Share Tracker Fund (Share Class 1) Key Information Documents (KIDs) - View Download
January 5, 2020 Online Service Terms and Conditions Terms & Conditions - View Download
November 28, 2019 OEIC ISA Transfer Form Forms ISA View Download
November 28, 2019 OEIC Investment Funds application form (direct investors) 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
June 16, 2021
Third party donor form
June 16, 2021
Junior ISA (JISA) change of investment instructions form
June 16, 2021
Investment Trust additional contact details form
June 16, 2021
Instruction to pay account charges using an existing direct debit
June 16, 2021
Instruction to pay account charges using a new direct debit
June 16, 2021
BMO Junior ISA (JISA) Change of Registered Contact
June 16, 2021
Child Trust Fund (CTF) change of registered contact form
June 16, 2021
Child Trust Fund (CTF) change of instructions form
June 16, 2021
Change to your personal details form
May 29, 2021
Investing for Children guide
May 28, 2021
Investing for you guide
May 26, 2021
Lifetime ISA Top-up Form
May 26, 2021
Lifetime ISA Application Form
May 10, 2021
General Investment Account (GIA) top-up form
May 10, 2021
Individual Savings Account (ISA) top-up form
May 10, 2021
Junior Investment Account (JIA) top-up form
May 10, 2021
Junior Investment Account (JIA) application form
May 10, 2021
Junior ISA (JISA) top-up form
May 10, 2021
Child Trust Fund (CTF) top-up form
May 6, 2021
Lifetime ISA Pre-Sales Cost & Charges Disclosures
May 6, 2021
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
May 6, 2021
Junior ISA Pre-Sales Cost & Charges Disclosures
May 6, 2021
ISA Pre-Sales Cost & Charges Disclosures
May 6, 2021
Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges
May 6, 2021
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
May 6, 2021
Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures
May 5, 2021
Combined ISA application and transfer form
May 5, 2021
Investment Trust ISA Additional Permitted Subscriptions (APS) application form
May 5, 2021
Individual Savings Account (ISA) application form
May 5, 2021
Individual Savings Account (ISA) transfer form
April 6, 2021
OEIC auto ISA application form
April 6, 2021
OEIC ISA application form
April 6, 2021
Junior ISA transfer form
April 6, 2021
Junior ISA (JISA) application form
March 31, 2021
BMO Global Asset Management - Statement on Assessment of Value
March 16, 2021
LIBOR Termination Update
March 5, 2021
BMO Investments (Ireland) plc - Sustainability Risk Policy
March 5, 2021
BMO Investments II (Ireland) plc - Sustainability Risk Policy
March 5, 2021
BMO Investments III (Ireland) plc - Sustainability Risk Policy
March 3, 2021
BMO Global Asset Management - Remuneration Policy
February 26, 2021
BMO Global Asset Management - Principal Adverse Sustainability Impacts Statement
February 26, 2021
BMO Global Asset Management - Sustainability Risk Policy
February 10, 2021
Key Information Document (KID)
February 2, 2021
KID - TR Property Investment Trust
February 2, 2021
KID F&C Investment Trust
February 2, 2021
KID BMO Real Estate Investments
February 2, 2021
KID BMO UK High Income Trust - Units
February 2, 2021
KID BMO UK High Income Trust - B Shares
February 2, 2021
KID BMO UK High Income Trust - Ordinary Shares
February 2, 2021
KID BMO Private Equity Trust
February 2, 2021
KID BMO Managed Portfolio Trust - Income
February 2, 2021
KID BMO Managed Portfolio Trust - Growth
February 2, 2021
KID BMO Global Smaller Companies
February 2, 2021
KID BMO Commercial Property Trust
February 2, 2021
KID BMO Capital and Income
February 2, 2021
KID European Assets Trust
November 9, 2020
Bereavement Guide
October 15, 2020
BMO Global Asset Management - IBOR Transition
October 8, 2020
BMO Global Asset Management (EMEA) Order Execution Policy
September 30, 2020
A Guide to Responsible Investing
August 27, 2020
Child Trust Fund Maturity Election form
July 15, 2020
Child Trust Fund - Update Contact Details Form
April 6, 2020
BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form
April 6, 2020
Junior ISA (JISA) Key Features
April 6, 2020
Child Trust Fund (CTF) Key Features
April 6, 2020
Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features
April 6, 2020
Junior Investment Account (JIA) Key Features
April 6, 2020
General Investment Account (GIA) and Junior Investment Account ownership transfer form
April 6, 2020
GIA Transfer of Sale Proceeds to an ISA
April 6, 2020
Investment Trust change of instructions form
April 6, 2020
Investment Trust Savings Plans Sale of shares form
April 6, 2020
Investment Trust dividend form
April 6, 2020
Direct debit instruction
April 6, 2020
Child Trust Fund Transfer form
April 6, 2020
Child Trust Fund to BMO Junior ISA transfer form
April 6, 2020
General Investment Account application form
April 1, 2020
KIID – FTSE All Share Tracker Fund (Share Class 2)
April 1, 2020
KIID - FTSE All Share Tracker Fund (Share Class 1)
January 5, 2020
Online Service Terms and Conditions
November 28, 2019
OEIC ISA Transfer Form
November 28, 2019
OEIC Investment Funds application form (direct investors)
November 28, 2019
OEIC Selector application form
November 28, 2019
OEIC APS ISA application form
March 15, 2019
A Class - Advised Investment protection Clients
March 15, 2019
A Class - Previously Advised Investment protection Clients
March 15, 2019
D Class - All Investment protection clients
March 15, 2019
A Class - Advised Investment protection clients
March 15, 2019
A Class - Previously Advised Investment protection Clients
March 15, 2019
D Class- All Investment protection clients
January 4, 2019
OEIC Complaints Leaflet
January 4, 2019
Complaints leaflet
January 3, 2019
Costs and charges
November 12, 2018
KID Global Smaller Companies (CULS)
November 12, 2018
KID European Assets Trust - NL
September 5, 2018
Switch Form - Zerocharge
September 5, 2018
Switch Form - TL Select Service
September 5, 2018
Switch Form - TL Managed Portfolio
April 3, 2017
F&C Commercial Property Trust results

2020 Order Execution Report

When clients buy or sell shares through BMO Investment Trust Investment Plans, the instruction is placed with a broker to fulfil. We are required to publish details of the brokers that we have used most in the previous year. The full order execution report can be found by clicking here

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.

Confused? Our handy glossary can help explain investing terms.