You can choose to pay by either lump sum or monthly direct debit or a combination of the two.
The minimum investment amount for lump sum payments is £1000 and the minimum monthly payment for regular direct debits is £50 per month per fund.
No, this investment would be administered separately and so you will receive separate statements and have different account numbers for this and any investment trust savings plan you may have.
Statements are sent every six months with values as at the end of February and end of August. You should receive these towards the end of March and end of September each year.
You can contact us about your OEIC investment by phone on 0330 123 3798 or in writing at: BMO Fund Management Limited, PO Box 9040, Chelmsford, Essex, CM99 2XH.
No, we do not offer an online facility for these investments.
Every OEIC fund has its own KIID. This provides important information about the fund that we are required to make available to you. You will need to confirm that you have read the KIID for the fund you are investing into before we can accept your investment.
Literature is available to download at the top right hand side of this page. We will be happy to post this to you if you’d prefer, please contact us by phone (9am – 5pm) on 0800 085 2752 if you would like us to send this.
No, we cannot provide financial advice. The KIID, this website and other documents will provide information on the funds but if you need advice we suggest you contact an Independent Financial Advisor.
You can invest directly with us or through an IFA. If you invest through an IFA you may access different share classes which may have different charges.
Due to the large number of funds available these are not listed on the application form. As there is often more than one share class available for each fund please ensure you write the full fund name, including share class, where indicated on the form.
Investments and sales are done on a forward pricing basis. This means that any instructions received on or before 11.59am on a working day will receive the price calculated as at midday that day. Any instructions received on or after midday will receive the price at midday on the following working day.
The BMO Child Trust Fund and Junior ISA do not offer the OEIC funds as investment options. The one exception is that the BMO FTSE ALL Share Tracker Fund is the investment option in the BMO Child Trust Fund Stakeholder account.
The OEIC Savings Plans do not include products specifically designed for children however the OEIC application form allows you to add a designation to your investment (so you could use the child’s name or initials) and allows you to enter the name(s) of any beneficial owners.