Transcription of BMO Investments Inc.
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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 ..Payments for your investment purchases 12.
disclosure documents and updates about changes to information we provide you from time to time. Who are we? When you buy or sell a BMO Mutual Fund – or any of the other investments we offer – you’re dealing with BMOII. We’re: • a subsidiary of BMO and a separate legal entity from the Bank (see Confict of Interest
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