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.
| Date
|
Title
|
Document type
|
Plans
|
Action |
|---|---|---|---|---|
| May 26, 2021 | Lifetime ISA Transfer Application Form | Forms | LISA | View Download |
| May 26, 2021 | Lifetime ISA Top-up Form | Forms | LISA | View Download |
| May 26, 2021 | Lifetime ISA Application Form | Forms | LISA | View Download |
| May 10, 2021 | General Investment Account (GIA) top-up form | Forms | GIA | View Download |
| May 10, 2021 | Individual Savings Account (ISA) top-up form | Forms | ISA | View Download |
| May 10, 2021 | Junior Investment Account (JIA) top-up form | Forms | JIA | View Download |
| May 10, 2021 | Junior Investment Account (JIA) application form | Forms | JIA | View Download |
| May 10, 2021 | Junior ISA (JISA) top-up form | Forms | JISA | View Download |
| May 10, 2021 | Child Trust Fund (CTF) top-up form | Forms | CTF | View Download |
| May 6, 2021 | Lifetime ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | LISA | View Download |
| May 6, 2021 | General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | GIA | View Download |
| May 6, 2021 | Junior ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | JISA | View Download |
| May 6, 2021 | ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | ISA | View Download |
| May 6, 2021 | Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges | Pre-Sales Cost & Charges Disclosure | JIA | View Download |
| May 6, 2021 | Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | View Download |
| May 6, 2021 | Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | View Download |
| May 5, 2021 | Combined ISA application and transfer form | Forms | ISA | View Download |
| May 5, 2021 | Investment Trust ISA Additional Permitted Subscriptions (APS) application form | Forms | ISA | View Download |
| May 5, 2021 | Individual Savings Account (ISA) application form | Forms | ISA | View Download |
| May 5, 2021 | Individual Savings Account (ISA) transfer form | Forms | ISA | View Download |
| April 6, 2021 | OEIC auto ISA application form | Forms | ISA | View Download |
| April 6, 2021 | OEIC ISA application form | Forms | OEIC | View Download |
| April 6, 2021 | Junior ISA transfer form | Transfer | JISA | View Download |
| April 6, 2021 | Junior ISA (JISA) application form | Forms | JISA | View Download |
| March 16, 2021 | LIBOR Termination Update | Announcements | - | View Download |
| March 5, 2021 | BMO Investments (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 5, 2021 | BMO Investments II (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 5, 2021 | BMO Investments III (Ireland) plc - Sustainability Risk Policy | Policies | - | View Download |
| March 3, 2021 | BMO Global Asset Management - Remuneration Policy | Policies | - | View Download |
| February 26, 2021 | BMO Global Asset Management - Principal Adverse Sustainability Impacts Statement | Policies | - | View Download |
| February 26, 2021 | BMO Global Asset Management - Sustainability Risk Policy | Policies | - | View Download |
| February 10, 2021 | Key Information Document (KID) | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID - TR Property Investment Trust | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID F&C Investment Trust | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Real Estate Investments | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO UK High Income Trust - Units | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO UK High Income Trust - B Shares | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO UK High Income Trust - Ordinary Shares | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Private Equity Trust | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Managed Portfolio Trust - Income | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Managed Portfolio Trust - Growth | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Global Smaller Companies | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Commercial Property Trust | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID BMO Capital and Income | Key Information Documents (KIDs) | - | View Download |
| February 2, 2021 | KID European Assets Trust | Key Information Documents (KIDs) | - | View Download |
| January 31, 2021 | Statement on Assessment of Value - BMO Investment Funds UK ICVC IX | Statement on Assessment of Value | - | View Download |
| January 31, 2021 | Statement on Assessment of Value - BMO UK Property Feeder Fund | Statement on Assessment of Value | - | View Download |
| January 31, 2021 | Statement on Assessment of Value - BMO UK Property Fund | Statement on Assessment of Value | - | View Download |
| December 31, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC III | Statement on Assessment of Value | - | View Download |
| November 9, 2020 | Bereavement Guide | Guides | - | View Download |
| October 15, 2020 | BMO Global Asset Management - IBOR Transition | Announcements | - | View Download |
| October 8, 2020 | BMO Global Asset Management (EMEA) Order Execution Policy | Policies | - | View Download |
| September 30, 2020 | A Guide to Responsible Investing | Guides | - | View Download |
| August 27, 2020 | Child Trust Fund Maturity Election form | Forms | CTF | View Download |
| July 31, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC II | Statement on Assessment of Value | - | View Download |
| July 31, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC VII | Statement on Assessment of Value | - | View Download |
| July 15, 2020 | Child Trust Fund Maturity Form | Forms | CTF | View Download |
| April 30, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC V | Statement on Assessment of Value | - | View Download |
| April 30, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC | Statement on Assessment of Value | - | View Download |
| April 30, 2020 | Statement on Assessment of Value - BMO Diversified Monthly Income Fund | Statement on Assessment of Value | - | View Download |
| April 6, 2020 | BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form | Forms | GIA | View Download |
| 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, Lifetime 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 | 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 | Child Trust Fund Transfer form | Transfer | CTF | 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 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 |
| March 31, 2020 | Statement on Assessment of Value - BMO Investment Funds UK ICVC VI | Statement on Assessment of Value | - | View Download |
| March 31, 2020 | Statement on Assessment of Value - BMO Property Growth and Income Fund | Statement on Assessment of Value | - | View Download |
| January 5, 2020 | Online Service Terms and Conditions | Terms & Conditions | - | View Download |
| November 30, 2019 | Statement on Assessment of Value - BMO Investment Funds UK ICVC X | Statement on Assessment of Value | - | View Download |
| November 28, 2019 | OEIC ISA Transfer Form | Forms | ISA | View Download |
| November 28, 2019 | OEIC Investment Funds application form (direct investors) | 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 |
| September 30, 2019 | Statement on Assessment of Value - BMO Investment Funds UK ICVC IV | Statement on Assessment of Value | - | 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.