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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June 18, 2019
Third party donor form
June 18, 2019
Junior ISA (JISA) change of investment instructions form
June 18, 2019
General Investment Account (GIA) and Junior Investment Account ownership transfer form
June 18, 2019
General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form
June 18, 2019
GIA Transfer of Sale Proceeds to an ISA
June 18, 2019
Investment Trust change of instructions form
June 18, 2019
Investment Trust Savings Plans Sale of shares form
June 18, 2019
Investment Trust dividend form
June 18, 2019
Investment Trust additional contact details form
June 18, 2019
Instruction to pay account charges using an existing direct debit
June 18, 2019
Instruction to pay account charges using a new direct debit
June 18, 2019
BMO Junior ISA (JISA) Change of Registered Contact
June 18, 2019
Direct debit instruction
June 18, 2019
Child Trust Fund (CTF) change of registered contact form
June 18, 2019
Change to your personal details form
June 18, 2019
Child Trust Fund (CTF) change of instructions form
June 11, 2019
KID - TR Property Investment Trust
June 11, 2019
PRIPPs KID
June 11, 2019
KID F&C Investment Trust
June 11, 2019
KID BMO Real Estate Investments
June 11, 2019
KID BMO UK High Income Trust - Units
June 11, 2019
KID BMO UK High Income Trust - B Shares
June 11, 2019
KID BMO UK High Income Trust - Ordinary Shares
June 11, 2019
KID BMO Private Equity Trust
June 11, 2019
KID BMO Managed Portfolio Trust - Income
June 11, 2019
KID BMO Managed Portfolio Trust - Growth
June 11, 2019
KID BMO Global Smaller Companies
June 11, 2019
KID BMO Commercial Property Trust
June 11, 2019
KID BMO Capital and Income
June 11, 2019
KID European Assets Trust
June 5, 2019
Junior ISA (JISA) application form
June 5, 2019
Investment Trust ISA transfer application form
June 5, 2019
Investment Trust ISA application form
June 5, 2019
CTF Transfer form
June 5, 2019
Junior Investment Account (JIA) application form
June 5, 2019
BMO Child Trust Fund to BMO Junior ISA transfer form
June 5, 2019
General Investment Account application form
June 5, 2019
Combined ISA application and transfer form
June 5, 2019
Junior ISA transfer form
June 4, 2019
Investing for you guide
June 4, 2019
Investing for Children guide
June 4, 2019
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
June 4, 2019
Junior ISA Pre-Sales Cost & Charges Disclosures
June 4, 2019
ISA Pre-Sales Cost & Charges Disclosures
June 4, 2019
Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges
June 4, 2019
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
April 8, 2019
OEIC auto ISA application form
April 8, 2019
General Investment Account (GIA) top-up form
April 8, 2019
Junior ISA (JISA) top-up form
April 8, 2019
Investment Trust ISA top-up form
April 8, 2019
Child Trust Fund (CTF) top-up form
April 8, 2019
Junior Investment Account (JIA) top-up form
October 5, 2018
Online Service Terms & Conditions
September 14, 2018
OEIC ISA application form
September 7, 2018
BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form
September 7, 2018
Investment Trust ISA Additional Permitted Subscriptions (APS) application form
September 5, 2018
OEIC ISA Transfer Form
September 5, 2018
Switch Form - Zerocharge
September 5, 2018
Switch Form - TL Select Service
September 5, 2018
Switch Form - TL Managed Portfolio
September 4, 2018
Junior ISA (JISA) key features
September 4, 2018
Investment Trust ISA and General Investment Account (GIA) key features
September 4, 2018
Junior Investment Account (JIA) key features
September 4, 2018
Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures
September 4, 2018
Child Trust Fund (CTF) Key Features
April 30, 2018
OEIC Selector application form
April 29, 2018
OEIC Investment Funds application form
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

2018 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. You can also view a csv file of the brokers by clicking here, for any further details and explanations please refer to the full execution report.

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.