Our Investment Plans
Building an investment portfolio can help you realise your long-term financial goals. Whether you want a nest egg for retirement, repay a mortgage early, cover university costs for your children, or even travel the world, BMO have an investment plan that could suit you.
Our Investment Plans make it easy to invest in our range of funds from as little as £25 per month or £100 by lump sum, with no dealing charges for online transactions. You have the flexibility to stop and start contributions when you want. All of our plans allow you to invest into the same funds. All you have to do is decide which of our plans is right for you.
Risks of investing
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances.
The BMO UK App
Search ‘BMO UK‘ on the App Store or Google Play Store to give you access to all of the below from your mobile or tablet:
- View valuation and summary of accounts held
- Retrieve account and fund information
- View transaction history
- View account cash holdings and balances
- View remaining ISA/JISA subscription allowances
- View primary contact details