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.
| Date
|
Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|---|
| 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 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 |
| October 5, 2018 | Online Service Terms & Conditions | Terms & Conditions | - | View Download |
| September 7, 2018 | BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form | Forms | GIA | View Download |
| September 7, 2018 | Investment Trust ISA Additional Permitted Subscriptions (APS) application form | Forms | ISA | View Download |
| September 5, 2018 | Switch Form - Zerocharge | Forms | - | View Download |
| September 5, 2018 | Switch Form - TL Select Service | Forms | - | View Download |
| September 5, 2018 | Switch Form - TL Managed Portfolio | Forms | - | View Download |
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.