Transcription of BMO Investments Inc.
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BMO Investments Inc. Terms and Conditions Effective date November 8, 2021 (AMENDMENT DATED JUNE 6, 2022) Table of Contents Terms used in this document Investments Inc. Terms and Conditions I: Important Information about BMOII and Our Relationship with You 4 .. Who are we? 4 ..The Products and Services we can offer you 5 ..The products and services we don t offer Suitability 6 ..Information you provide us 7 ..Investor Profle Objective Knowledge 10 ..Risk Tolerance and Risk Attitude Horizon Circumstances 12 ..Payments for your investment purchases 12 ..Customer Cash held in Trust 12 ..Compounding 12 ..Customer Instructions 13 ..Updating Your Account Information 14 ..What You Pay: Fees and Expenses 14 ..How We Get Paid: Compensation We Receive 15 ..Content and Frequency of Our Reporting to You 16.
BMO investments like GICs and term investments – that we think may be right for you based on your personal circumstances. As described below, we only recommend BMO products. 2. Our Financial Planners also provide retirement and investment planning advice and services – on behalf of the Bank – to customers that request these services and to
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