We’re stronger together

In November 2021, we became part of Columbia Threadneedle Investments. The expertise of our combined teams ensures we continue to meet the needs of our customers. United under the one brand, we’re committed to our long-held responsible investment principles and to helping you meet your investment goals. We’ll update this page as we make changes, you don’t need to do anything at this time.

The same great service

We’re bringing the business under the Columbia Threadneedle brand, removing the BMO name in early July. As Columbia Threadneedle, our priority is to provide customers with the best possible service. We’ll continue to develop our digital services as we have done in recent years. We want to keep things simple and easy so you can continue to focus on what’s important to you.

You don’t have to do anything

We’re taking care of the changes, so you don’t have to do anything. From early July our website, your statements and communications from us will come from Columbia Threadneedle. Our savings plans will also change their name. The plans will continue to operate in the same way, with the same benefits. Details of these changes are in the table below:

Previous plan name
New plan name
BMO Individual Savings Account (ISA)
CT Individual Savings Account (ISA)
BMO Lifetime Individual Savings Account (LISA)
CT Lifetime Individual Savings Account (LISA)
BMO General Investment Account (GIA)
CT General Investment Account (GIA)
BMO Junior Individual Savings Account (JISA)
CT Junior Individual Savings Account (JISA)
BMO Junior Investment Account (JIA)
CT Junior Investment Account (JIA)
BMO Child Trust Fund (CTF)
CT Child Trust Fund (CTF)

Our Investment Trusts

Our Investment Trusts will remove the BMO name where used and take this opportunity to review their names. There are no changes to the way your investments are managed, their underlying objectives or fund managers at this time. You can visit this webpage in early July for an update on Investment Trust names.

No change to how you manage your investments

You can continue to manage your investments through our Digital Investor platform as well as speak to the same team on the phone. For our customers who use the BMO app, you will be prompted to download the new Columbia Threadneedle app in early July.

If you have a Direct Debit with us, from August the payee name on your bank account statement will show as Columbia Threadneedle Management Ltd. There’s no action for you to take and details of this change will be supplied to you and your bank separately.

Our contact details

From July, payments in relation to your investments should be made payable to Columbia Threadneedle Management Ltd, full details are provided below:

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Current
New
Name and address
BMO Asset Management Limited
PO Box 11114,
Chelmsford,
Essex,
CM99 2DG
Columbia Threadneedle Management Limited
PO Box 11114,
Chelmsford,
Essex,
CM99 2DG
Bank account name
BMO Asset Management Limited
Columbia Threadneedle Management Limited