Disclosures & Terms and Conditions

TERMS & CONDITIONS - INVESTMENT MANAGEMENT ACCOUNT AGREEMENT

Investment Management Account Agreement PDF dtd 06-2024 - Download Disclosure  *Regardless of whether the client signed a new BMO Bank account agreement for that account.

TERMS & CONDITIONS - CUSTODY ACCOUNT AGREEMENT

Custody Account Agreement dtd 06-2024 - Download Disclosure

BMO BANK N.A. MUTUAL FUND INVESTMENT DISCLOSURES

For BMO Bank N.A. clients whose relationship is subject to the BMO Bank N.A. fee schedule dated no earlier than March, 2013 Download Disclosure (447KB - PDF)

For BMO Bank N.A. clients whose relationship is subject to a BMO Bank N.A. fee schedule dated earlier than March, 2013 Download Disclosure (447KB - PDF)

For BMO Bank N.A. customers clients with accounts originally established with
Marshall & Ilsley Trust Company N.A.prior to August 18, 2012* Download Disclosure (447KB - PDF)

TERMS & CONDITIONS - PROPRIETARY PRODUCTS—STRUCTURED NOTES AND EQUITY OFFERINGS

Proprietary Products - Structure Notes and Equity Offerings - Download Disclosure (141KB - PDF)

For BMO Delaware Trust Company Proprietary Products - Structure Notes and Equity Offerings - Download Disclosure