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BMO Investments Inc.

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.

Important Information about Your Education Savings Plan 106 . Registration of Your Education Savings Plan 106 . Receipt of Grants 106 . Allocation of Grants 106 . Designation of Benefciary 107 . RRSP and RRIF 107 . TFSA 107 . RDSP 108 . BMO Mutual Funds Annual and Semi-Annual Reports Request Form 110 . 2

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