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.
Use of Benchmarks 17 ... the BMO Investment Centre, or your assigned Private Banker. We refer to them here as your “investment professional”. ... While our investment professionals can also help with your banking and borrowing needs, we primarily do 2 things: 1. We sell and provide investment advice about BMO Mutual Funds – and certain other
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