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.

Date

Title

Document type

Plans

June 16, 2021

Instruction to pay account charges using a new direct debit

Forms
June 16, 2021

Instruction to pay account charges using an existing direct debit

Forms
June 16, 2021

Third party donor form

Forms
June 16, 2021

General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form

Forms
GIA
June 16, 2021

BMO Junior ISA (JISA) Change of Registered Contact

Forms
JISA
June 16, 2021

Change to your personal details form

Forms
June 16, 2021

Junior ISA (JISA) change of investment instructions form

Forms
JISA
June 16, 2021

Child Trust Fund (CTF) change of instructions form

Forms
CTF
June 16, 2021

Investment Trust additional contact details form

Forms
June 16, 2021

Child Trust Fund (CTF) change of registered contact form

Forms
CTF
May 29, 2021

Investing for Children guide

Guides
May 28, 2021

Investing for you guide

Guides
May 26, 2021

Lifetime ISA Top-up Form

Forms
LISA
May 26, 2021

Lifetime ISA Application Form

Forms
LISA
May 10, 2021

Junior Investment Account (JIA) application form

Forms
JIA
May 10, 2021

Junior Investment Account (JIA) top-up form

Forms
JIA
May 10, 2021

General Investment Account (GIA) top-up form

Forms
GIA
May 10, 2021

Junior ISA (JISA) top-up form

Forms
JISA
May 10, 2021

Individual Savings Account (ISA) top-up form

Forms
ISA
May 10, 2021

Child Trust Fund (CTF) top-up form

Forms
CTF
May 6, 2021

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges

Pre-Sales Cost & Charges Disclosure
JIA
May 6, 2021

ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
ISA
May 6, 2021

Junior ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
JISA
May 6, 2021

General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
GIA
May 6, 2021

Lifetime ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
LISA
May 5, 2021

Individual Savings Account (ISA) transfer form

Forms
ISA
May 5, 2021

Individual Savings Account (ISA) application form

Forms
ISA
May 5, 2021

Combined ISA application and transfer form

Forms
ISA
May 5, 2021

Investment Trust ISA Additional Permitted Subscriptions (APS) application form

Forms
ISA
April 28, 2021

Investment Trust Savings Schemes – Order Execution Report 2020

April 6, 2021

OEIC auto ISA application form

Forms
ISA
April 6, 2021

OEIC ISA application form

Forms
OEIC
April 6, 2021

Junior ISA (JISA) application form

Forms
JISA
April 6, 2021

Junior ISA transfer form

Transfer
JISA
March 31, 2021

BMO Global Asset Management – Statement on Assessment of Value

Statement on Assessment of Value
March 16, 2021

LIBOR Termination Update

Announcements
March 5, 2021

BMO Investments (Ireland) plc – Sustainability Risk Policy

Policies
March 5, 2021

BMO Investments II (Ireland) plc – Sustainability Risk Policy

Policies
March 5, 2021

BMO Investments III (Ireland) plc – Sustainability Risk Policy

Policies
March 3, 2021

BMO Global Asset Management – Remuneration Policy

Policies
February 26, 2021

BMO Global Asset Management – Principal Adverse Sustainability Impacts Statement

Policies
February 26, 2021

BMO Global Asset Management – Sustainability Risk Policy

Policies
February 10, 2021

Key Information Document (KID)

Key Information Documents (KIDs)
February 2, 2021

KID F&C Investment Trust

Key Information Documents (KIDs)
February 2, 2021

KID – TR Property Investment Trust

Key Information Documents (KIDs)
February 2, 2021

KID BMO Real Estate Investments

Key Information Documents (KIDs)
February 2, 2021

KID BMO UK High Income Trust – Units

Key Information Documents (KIDs)
February 2, 2021

KID BMO UK High Income Trust – B Shares

Key Information Documents (KIDs)
February 2, 2021

KID BMO UK High Income Trust – Ordinary Shares

Key Information Documents (KIDs)
February 2, 2021

KID BMO Private Equity Trust

Key Information Documents (KIDs)
February 2, 2021

KID BMO Managed Portfolio Trust – Income

Key Information Documents (KIDs)
February 2, 2021

KID BMO Managed Portfolio Trust – Growth

Key Information Documents (KIDs)
February 2, 2021

KID BMO Global Smaller Companies

Key Information Documents (KIDs)
February 2, 2021

KID BMO Commercial Property Trust

Key Information Documents (KIDs)
February 2, 2021

KID BMO Capital and Income

Key Information Documents (KIDs)
February 2, 2021

KID European Assets Trust

Key Information Documents (KIDs)
November 9, 2020

Bereavement Guide

Guides
October 23, 2020

Panmure Gordon Research

October 23, 2020

KID

October 15, 2020

BMO Global Asset Management – IBOR Transition

Announcements
October 8, 2020

BMO Global Asset Management (EMEA) Order Execution Policy

Policies
September 30, 2020

A Guide to Responsible Investing

Guides
August 27, 2020

Child Trust Fund Maturity Election form

Forms
CTF
July 15, 2020

Child Trust Fund – Update Contact Details Form

Forms
CTF
April 6, 2020

General Investment Account application form

Forms
GIA
April 6, 2020

Child Trust Fund Transfer form

Transfer
CTF
April 6, 2020

General Investment Account (GIA) and Junior Investment Account ownership transfer form

Forms
GIA
April 6, 2020

GIA Transfer of Sale Proceeds to an ISA

Forms
GIA
April 6, 2020

Investment Trust Savings Plans Sale of shares form

Forms
April 6, 2020

Investment Trust dividend form

Forms
April 6, 2020

Child Trust Fund to BMO Junior ISA transfer form

Transfer
CTF
April 6, 2020

Direct debit instruction

Forms
April 6, 2020

Junior ISA (JISA) Key Features

Key Features
JISA
April 6, 2020

Junior Investment Account (JIA) Key Features

Key Features
April 6, 2020

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

Key Features
ISA
April 6, 2020

BMO General Investment Account/BMO Junior Investment Account Multi Applicant Form

Forms
GIA
April 6, 2020

Child Trust Fund (CTF) Key Features

Key Features
CTF
April 6, 2020

Investment Trust change of instructions form

Forms
April 1, 2020

KIID – FTSE All Share Tracker Fund (Share Class 2)

Key Information Documents (KIDs)
April 1, 2020

KIID – FTSE All Share Tracker Fund (Share Class 1)

Key Information Documents (KIDs)
January 24, 2020

Focus magazine – Winter 2020

January 5, 2020

Online Service Terms and Conditions

November 28, 2019

OEIC APS ISA application form

Forms
OEIC
November 28, 2019

OEIC Investment Funds application form (direct investors)

Forms
OEIC
November 28, 2019

OEIC Selector application form

Forms
OEIC
November 28, 2019

OEIC ISA Transfer Form

Forms
ISA
2019
March 15, 2019

A Class – Previously Advised Investment protection Clients

March 15, 2019

A Class – Advised Investment protection clients

March 15, 2019

A Class – Advised Investment protection Clients

March 15, 2019

D Class- All Investment protection clients

March 15, 2019

A Class – Previously Advised Investment protection Clients

January 4, 2019

OEIC Complaints Leaflet

OEIC
January 4, 2019

Complaints leaflet

January 3, 2019

Costs and charges

2018
November 12, 2018

KID Global Smaller Companies (CULS)

November 12, 2018

KID European Assets Trust – NL

September 5, 2018

Switch Form – Zerocharge

Forms
September 5, 2018

Switch Form – TL Select Service

Forms
September 5, 2018

Switch Form – TL Managed Portfolio

Forms
2017
April 3, 2017

F&C Commercial Property Trust results

Press Release
2020 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

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.