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.
General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form
Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges
Junior ISA Pre-Sales Cost & Charges Disclosures
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
Lifetime ISA Pre-Sales Cost & Charges Disclosures
Investment Trust ISA Additional Permitted Subscriptions (APS) application form
BMO Global Asset Management – Statement on Assessment of Value
BMO Global Asset Management – Principal Adverse Sustainability Impacts Statement
KID BMO UK High Income Trust – Ordinary Shares
General Investment Account (GIA) and Junior Investment Account ownership transfer form
Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features
BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form
KIID – FTSE All Share Tracker Fund (Share Class 2)
KIID – FTSE All Share Tracker Fund (Share Class 1)
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.