Document Library

It’s handy to have everything you need in one place. 

 You should find everything you need here to manage your investments including information about our trusts and forms. Since renaming to BMO, some of our trusts and plans have changed name. This has affected the names of documents you may be searching for. Full details of our change to BMO can be found here. If you can’t find what you need then please do get in touch.

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Date
Title
Document type
Plans
Action
November 9, 2020 Bereavement Guide Guides - View Download
October 15, 2020 BMO Global Asset Management - IBOR Transition Announcements - 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 Maturity 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 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) top-up form Forms GIA View Download
April 6, 2020 Individual Savings Account (ISA) top-up form Forms ISA View Download
April 6, 2020 Junior Investment Account (JIA) top-up form Forms JIA View Download
April 6, 2020 Third party donor form Forms - View Download
April 6, 2020 Junior ISA (JISA) change of investment instructions form Forms JISA View Download
April 6, 2020 General Investment Account (GIA) and Junior Investment Account ownership transfer form Forms GIA View Download
April 6, 2020 General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account 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 Investment Trust additional contact details form Forms - View Download
April 6, 2020 Instruction to pay account charges using an existing direct debit Forms - View Download
April 6, 2020 Instruction to pay account charges using a new direct debit Forms - View Download
April 6, 2020 BMO Junior ISA (JISA) Change of Registered Contact Forms JISA View Download
April 6, 2020 Direct debit instruction Forms - View Download
April 6, 2020 Child Trust Fund (CTF) change of registered contact form Forms CTF View Download
April 6, 2020 Change to your personal details form Forms - View Download
April 6, 2020 Investing for you guide Guides - View Download
April 6, 2020 Investing for Children guide Guides - View Download
April 6, 2020 Child Trust Fund (CTF) change of instructions form Forms CTF View Download
April 6, 2020 Individual Savings Account (ISA) application form Forms ISA View Download
April 6, 2020 Child Trust Fund Transfer form Transfer CTF View Download
April 6, 2020 Junior Investment Account (JIA) application form Forms JIA 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 6, 2020 Junior ISA transfer form Forms JISA View Download
April 6, 2020 Junior ISA (JISA) application form Forms JISA View Download
April 6, 2020 Individual Savings Account (ISA) transfer form Forms ISA View Download
April 6, 2020 Junior ISA (JISA) top-up form Forms JISA View Download
April 6, 2020 Child Trust Fund (CTF) top-up form Forms CTF View Download
April 5, 2020 Investment Trust ISA Additional Permitted Subscriptions (APS) application form Forms ISA 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
February 27, 2020 General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure GIA View Download
February 27, 2020 Junior ISA Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure JISA View Download
February 27, 2020 ISA Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure ISA View Download
February 27, 2020 Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges Pre-Sales Cost & Charges Disclosure JIA View Download
February 27, 2020 Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure CTF View Download
February 27, 2020 Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures Pre-Sales Cost & Charges Disclosure CTF 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 6, 2019 KID - TR Property Investment Trust Key Information Documents (KIDs) - View Download
November 6, 2019 KID F&C Investment Trust Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Real Estate Investments Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO UK High Income Trust - Units Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO UK High Income Trust - B Shares Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO UK High Income Trust - Ordinary Shares Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Private Equity Trust Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Managed Portfolio Trust - Income Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Managed Portfolio Trust - Growth Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Global Smaller Companies Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Commercial Property Trust Key Information Documents (KIDs) - View Download
November 6, 2019 KID BMO Capital and Income Key Information Documents (KIDs) - View Download
November 6, 2019 KID European Assets Trust Key Information Documents (KIDs) - View Download
November 6, 2019 Key Information Document (KID) Key Information Documents (KIDs) - View Download
June 5, 2019 Combined ISA application and transfer form Forms ISA View Download
November 9, 2020
Bereavement Guide
October 15, 2020
BMO Global Asset Management - IBOR Transition
September 30, 2020
A Guide to Responsible Investing
August 27, 2020
Child Trust Fund Maturity Election form
July 15, 2020
Child Trust Fund Maturity 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 and General Investment Account (GIA) Key Features
April 6, 2020
Junior Investment Account (JIA) Key Features
April 6, 2020
General Investment Account (GIA) top-up form
April 6, 2020
Individual Savings Account (ISA) top-up form
April 6, 2020
Junior Investment Account (JIA) top-up form
April 6, 2020
Third party donor form
April 6, 2020
Junior ISA (JISA) change of investment instructions form
April 6, 2020
General Investment Account (GIA) and Junior Investment Account ownership transfer form
April 6, 2020
General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account 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
Investment Trust additional contact details form
April 6, 2020
Instruction to pay account charges using an existing direct debit
April 6, 2020
Instruction to pay account charges using a new direct debit
April 6, 2020
BMO Junior ISA (JISA) Change of Registered Contact
April 6, 2020
Direct debit instruction
April 6, 2020
Child Trust Fund (CTF) change of registered contact form
April 6, 2020
Change to your personal details form
April 6, 2020
Investing for you guide
April 6, 2020
Investing for Children guide
April 6, 2020
Child Trust Fund (CTF) change of instructions form
April 6, 2020
Individual Savings Account (ISA) application form
April 6, 2020
Child Trust Fund Transfer form
April 6, 2020
Junior Investment Account (JIA) application form
April 6, 2020
Child Trust Fund to BMO Junior ISA transfer form
April 6, 2020
General Investment Account application form
April 6, 2020
Junior ISA transfer form
April 6, 2020
Junior ISA (JISA) application form
April 6, 2020
Individual Savings Account (ISA) transfer form
April 6, 2020
Junior ISA (JISA) top-up form
April 6, 2020
Child Trust Fund (CTF) top-up form
April 5, 2020
Investment Trust ISA Additional Permitted Subscriptions (APS) 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)
February 27, 2020
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
February 27, 2020
Junior ISA Pre-Sales Cost & Charges Disclosures
February 27, 2020
ISA Pre-Sales Cost & Charges Disclosures
February 27, 2020
Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges
February 27, 2020
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
February 27, 2020
Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures
November 28, 2019
OEIC ISA Transfer Form
November 28, 2019
OEIC auto ISA application form
November 28, 2019
OEIC Investment Funds application form (direct investors)
November 28, 2019
OEIC ISA application form
November 28, 2019
OEIC Selector application form
November 28, 2019
OEIC APS ISA application form
November 6, 2019
KID - TR Property Investment Trust
November 6, 2019
KID F&C Investment Trust
November 6, 2019
KID BMO Real Estate Investments
November 6, 2019
KID BMO UK High Income Trust - Units
November 6, 2019
KID BMO UK High Income Trust - B Shares
November 6, 2019
KID BMO UK High Income Trust - Ordinary Shares
November 6, 2019
KID BMO Private Equity Trust
November 6, 2019
KID BMO Managed Portfolio Trust - Income
November 6, 2019
KID BMO Managed Portfolio Trust - Growth
November 6, 2019
KID BMO Global Smaller Companies
November 6, 2019
KID BMO Commercial Property Trust
November 6, 2019
KID BMO Capital and Income
November 6, 2019
KID European Assets Trust
November 6, 2019
Key Information Document (KID)
June 5, 2019
Combined ISA application and transfer form
November 12, 2018
KID Global Smaller Companies (CULS)
November 12, 2018
KID European Assets Trust - NL
November 12, 2018
Focus Magazine - Autumn 2018
October 5, 2018
Online Service Terms & Conditions
September 5, 2018
Switch Form - Zerocharge
September 5, 2018
Switch Form - TL Select Service
September 5, 2018
Switch Form - TL Managed Portfolio
April 1, 2018
IA UK Smaller Companies sector most consistent for fund performance over three years - Q1 2018 BMO Global Asset Management Multi-Manager FundWatch survey
January 18, 2018
18-01-2018 Q4 2017 Fundwatch Press Release
November 23, 2017
BMO Global Asset Management Launches Universal Multi-Asset Portfolios
November 23, 2017
23-11-2017 IW Best Sustainable Investment Fund 2017 Award win
November 21, 2017
BMO Global Asset Management Five-Year Outlook Report- Steady Global Growth Most Likely Scenario for Near Future
October 31, 2017
Over nine in 10 funds fail to consistently deliver above average returns over three years
September 25, 2017
BMO Global Asset Management Appoints Fadi Khoury as Head of Middle East and North Africa
September 18, 2017
FundWatch Q1 2017 press release
September 18, 2017
Remuneration to top agenda in 2017 voting season
August 7, 2017
Consistency of fund performance falls in Q2
July 27, 2017
BMO Global Asset Management Multi-Manager research highlights long-term performance of active and passive funds across major markets
June 7, 2017
BMO GAM Multi-Asset team outlines five trends for delivering returns
May 15, 2017
BMO Global Asset Management excludes companies with fossil fuel reserves from Responsible Funds range
April 3, 2017
F&C Commercial Property Trust results
April 1, 2017
LDI Survey Q1 2017 FINAL
January 24, 2017
IA UK Smaller Companies sector delivers the highest number of top quartile funds over three years FandC Multi-Manager Fund Watch survey
January 9, 2017
BMO Global Asset Management adds Emerging Markets to Income Leaders suite of ETFs
September 18, 2016
2016 sees greatest annual volume of hedging activity - BMO Global Asset Management

2019 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.