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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October 5, 2018
KID F&C Investment Trust
October 5, 2018
KID F&C UK Real Estate Investments
October 5, 2018
KID BMO UK High Income Trust - Units
October 5, 2018
KID BMO UK High Income Trust - B Shares
October 5, 2018
KID BMO UK High Income Trust - Ordinary Shares
October 5, 2018
KID BMO Private Equity Trust
October 5, 2018
KID BMO Managed Portfolio Trust - Income
October 5, 2018
KID BMO Managed Portfolio Trust - Growth
October 5, 2018
KID BMO Global Smaller Companies
October 5, 2018
KID F&C Commercial Property Trust
October 5, 2018
KID BMO Capital and Income
October 5, 2018
KID European Assets Trust
October 5, 2018
Online Service Terms & Conditions
September 14, 2018
OEIC ISA application form
September 8, 2018
Investing for you guide
September 8, 2018
Investing for Children guide
September 7, 2018
General Investment Account application form
September 7, 2018
Junior ISA (JISA) application form
September 7, 2018
Investment Trust ISA transfer application form
September 7, 2018
Investment Trust ISA application form
September 7, 2018
CTF Transfer form
September 7, 2018
Junior Investment Account (JIA) application form
September 7, 2018
Combined ISA application and transfer form
September 7, 2018
Junior ISA transfer 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 6, 2018
General Investment Account (GIA) top-up form
September 6, 2018
Junior ISA (JISA) top-up form
September 6, 2018
Investment Trust ISA top-up form
September 6, 2018
Child Trust Fund (CTF) top-up form
September 6, 2018
Junior Investment Account (JIA) top-up form
September 5, 2018
Third party donor form
September 5, 2018
General Investment Account (GIA) and Junior Investment Account ownership transfer form
September 5, 2018
General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form
September 5, 2018
GIA Transfer of Sale Proceeds to an ISA
September 5, 2018
OEIC ISA Transfer Form
September 5, 2018
Investment Trust Savings Plans Sale of shares form
September 5, 2018
Investment Trust dividend form
September 5, 2018
Investment Trust additional contact details form
September 5, 2018
Instruction to pay account charges using an existing direct debit
September 5, 2018
Instruction to pay account charges using a new direct debit
September 5, 2018
BMO Junior ISA (JISA) Change of Registered Contact
September 5, 2018
BMO Child Trust Fund to BMO Junior ISA transfer form
September 5, 2018
Direct debit instruction
September 5, 2018
Child Trust Fund (CTF) change of registered contact form
September 5, 2018
Change to your personal details form
September 5, 2018
Switch Form - Zerocharge
September 5, 2018
Switch Form - TL Select Service
September 5, 2018
Switch Form - TL Managed Portfolio
September 5, 2018
Junior ISA (JISA) change of investment instructions form
September 5, 2018
Investment Trust change of instructions form
September 5, 2018
Child Trust Fund (CTF) change of instructions form
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
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
September 4, 2018
Junior ISA Pre-Sales Cost & Charges Disclosures
September 4, 2018
ISA Pre-Sales Cost & Charges Disclosures
September 4, 2018
Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges
September 4, 2018
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
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
April 28, 2018
OEIC Additional Permitted Subscription ISA application form
April 27, 2018
OEIC auto ISA application form
September 18, 2016
2016 sees greatest annual volume of hedging activity - BMO Global Asset Management

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.

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