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 |
|---|---|---|---|---|
| January 22, 2020 | Junior ISA (JISA) Key Features | Key Features | JISA | View Download |
| January 22, 2020 | Child Trust Fund (CTF) Key Features | Key Features | CTF | View Download |
| January 22, 2020 | Investment Trust ISA and General Investment Account (GIA) Key Features | Key Features | ISA | View Download |
| January 22, 2020 | Junior Investment Account (JIA) Key Features | Key Features | JIA | 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 | 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 25, 2019 | General Investment Account (GIA) top-up form | Forms | GIA | View Download |
| November 25, 2019 | Investment Trust ISA top-up form | Forms | ISA | View Download |
| November 25, 2019 | Junior ISA (JISA) change of investment instructions form | Forms | JISA | View Download |
| November 25, 2019 | General Investment Account (GIA) and Junior Investment Account ownership transfer form | Forms | GIA | View Download |
| November 25, 2019 | GIA Transfer of Sale Proceeds to an ISA | Forms | GIA | View Download |
| November 25, 2019 | Investment Trust change of instructions form | Forms | - | View Download |
| November 25, 2019 | Child Trust Fund (CTF) change of instructions form | Forms | CTF | View Download |
| November 25, 2019 | Investment Trust ISA application form | Forms | ISA | View Download |
| November 25, 2019 | Child Trust Fund Transfer form | Transfer | CTF | View Download |
| November 25, 2019 | Junior Investment Account (JIA) application form | Forms | JIA | View Download |
| November 25, 2019 | Child Trust Fund to BMO Junior ISA transfer form | Transfer | CTF | View Download |
| November 25, 2019 | General Investment Account application form | Forms | GIA | View Download |
| November 25, 2019 | Junior ISA transfer form | Forms | JISA | View Download |
| November 25, 2019 | Junior ISA (JISA) application form | Forms | JISA | View Download |
| November 25, 2019 | Investment Trust ISA transfer application form | Forms | ISA | View Download |
| November 21, 2019 | Junior ISA (JISA) top-up form | Forms | JISA | View Download |
| November 21, 2019 | Child Trust Fund (CTF) top-up form | Forms | CTF | 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 |
| July 11, 2019 | Junior Investment Account (JIA) top-up form | Forms | JIA | View Download |
| June 18, 2019 | Third party donor form | Forms | - | View Download |
| June 18, 2019 | General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form | Forms | GIA | View Download |
| June 18, 2019 | Investment Trust Savings Plans Sale of shares form | Forms | - | View Download |
| June 18, 2019 | Investment Trust dividend form | Forms | - | View Download |
| June 18, 2019 | Investment Trust additional contact details form | Forms | - | View Download |
| June 18, 2019 | Instruction to pay account charges using an existing direct debit | Forms | - | View Download |
| June 18, 2019 | Instruction to pay account charges using a new direct debit | Forms | - | View Download |
| June 18, 2019 | BMO Junior ISA (JISA) Change of Registered Contact | Forms | JISA | View Download |
| June 18, 2019 | Direct debit instruction | Forms | - | View Download |
| June 18, 2019 | Child Trust Fund (CTF) change of registered contact form | Forms | CTF | View Download |
| June 18, 2019 | Change to your personal details form | Forms | - | View Download |
| June 5, 2019 | Combined ISA application and transfer form | Forms | ISA | View Download |
| June 4, 2019 | Investing for you guide | Guides | - | View Download |
| June 4, 2019 | Investing for Children guide | Guides | - | View Download |
| June 4, 2019 | General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | GIA | View Download |
| June 4, 2019 | Junior ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | JISA | View Download |
| June 4, 2019 | ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | ISA | View Download |
| June 4, 2019 | Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges | Pre-Sales Cost & Charges Disclosure | JIA | View Download |
| June 4, 2019 | Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | 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 |
| September 4, 2018 | Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | 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. 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.