Commission & Fee Schedule
BMO Wealth Management. SEPTEMBER 2022. Count on us for competitive commissions & fees. At BMO InvestorLine we're serious about arming investors like you.
No commission fee ETFs
BMO Wealth Management. BMO InvestorLine bmoinvestorline.com. No Commission Fee ETFs. The new suite of No Commission Fee ETFs covers a broad range of asset
MATERIAL CHANGE FORM
a BMO InvestorLine account). Social Insurance Number. (required by Canada Revenue Agency). If you are using a SIN starting with a 9 please submit a
Interest Rates
il y a 6 jours If you've been approved for a BMO InvestorLine Margin Account you have automatically obtained a loan from BMO. InvestorLine.
AUTHORIZED TRADING AGENT
BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Investment Industry
FILING RECORD FOR POWER OF ATTORNEY
This document is an accompaniment to the original notarized copy of the Power of Attorney that is being deposited with BMO InvestorLine for the purposes of
TAX-FREE SAVINGS ACCOUNT (TFSA) SUCCESSOR ACCOUNT
BMO InvestorLine Tax-Free Savings Account (TFSA) Successor Account Holder Appointment and/or Beneficiary Designation Form which must be signed
Self-Directed (RB) - BMO InvestorLine TCP Form
A Trusted Contact Person (TCP) is someone you authorize for us to get in touch with to help us protect your investments. Your TCP should be someone you
BMO InvestorLine Self-Direct
15 août 2022 BMO Bank of Montreal Account Agreements for BMO InvestorLine Accounts with AccountLink Services. 67. Part A Account Agreement.
Authorization to Transfer Account
For currencies not supported within BMO InvestorLine (CAD/USD for non-registered accounts) any cash holdings will be converted to CAD
MATERIAL CHANGE FORM
To ensure continuous access to your account(s), please submit the fully completed, dated, and signed original.
BAINFORMATION ABOUT YOU (please print clearly)
ABOUT YOUR BUSINESS
Account #1:
Last NamePrimary
Residence AddressSuite No.
City or
TownMarital
Status
Canada
U.S.(including U.S. citizen)Tax Identification Number (please provide a reason if Tax Identification Number is missing) (please provide a reason if Tax Identification Number is missing) (please provide a reason if Tax Identification Number is missing)Other (please specify)Tax Identification Number
Other (please specify)
1. I have applied for a TIN but have not yet received one.2. My jurisdiction of tax residence does not issue TINs to its residents.
3. Other (please provide details)
Full-time (30 hours or more per week)Self employedUnemployedPart-time (Less than 30 hours per week)Retired
Casual/ContractSeasonalPro
Yes No No No NoNoEmployment
StatusBMO Staff Tax Identification Number
(You must be a resident of Canada to open a BMO InvestorLine account) Social Insurance Number (required by Canada Revenue Agency) EmailAddressHome Phone (area code, no.)
Citizenship Business Phone (area code, no.)
Prov.CountryPostal Code First name
Middle
InitialRelated Accounts
Preferred Name (If other than your legal name) (Optional) (No., street, P.O. Box address is not allowed) Reasons for missing Tax Identification Number (TIN):Residency for Tax purposes (Check all that apply)
If the country of your primary residence does not match with one of your tax residencies listed on this form, please either add the country of primary residence as a tax residence OR
in the section below provide an explanation for why you should not be considered as a tax resident in the country of your primary residence. A lack of a reasonable explanation may
cause your account to be reportable as a foreign resident account holder to the Canada Revenue Agency (CRA):1. Are you, or your spouse/common-law partner:
a.An insider, director or senior ofcer (i.e. an ofcer or one of the ve highest paid employees) of a publicly traded (exchange or over-the-counter) company or afliate of such a company?
OrIndividually, or as part of a group, own more than 10% of the voting rights attached to all voting securities?
2. Do you have, or exercise authority over, any brokerage accounts with other nancial institutions?
Registered trade-marks of Bank of Montreal, used under licence.BMO In
vestorLine Inc. is a wholly owned subsidiary of Bank of Montreal.Member - Canadian Inv
estor Protection Fund and Member of the Canadian Investment Regulatory Organization #2 Title Last nameFirst nameInitials #3 #4 Transaction #Yes Yes Yes YesOccupation
Company Name(s)
Company Name(s)
Company Name(s)
Company Name(s)
Financial institution(s):
Account Type: If yes, are you a Reporting Insider under Canadian securities legislation? b.Separately or in combination with other persons, a holder of more than 20% of the outstanding voting securities of a publicly traded (exchange or over-the-counter) company
or afliate of such a company? c.Individually, or as part of a group, a member with controlling interest in a publicly traded (exchange or over-the-counter) company or afliate of such a company?
Employer
NameIndustry
Job TitleEmployer's Address
Employer's Phone
Number
10006-SD-E (09/2023)Order Execution Only Account
No3. Do you have, or exercise authority over, any accounts with BMO InvestorLine?
YesAccount #1:Account #2:
B C DABOUT YOUR BUSINESS (continued)
SPOUSE or common-law partner information
FINANCIAL information
No No NoPro*BMO Staff
4. Will any other person have authority over, or any fnancial interest in, your account(s)? If another person will have authority over your account(s), please complete our Authorized
Trading Agent or Power of Attorney" form.
5. Will anyone other than yourself use or direct transactions in this account? This excludes those authorized to give instructions about the account, i.e., Joint Account Holder, Trading Agent, Power of Attorney and Trustee.
6. Do you want to add a trusted contact person?
If ever we think your account may be at risk for fraud, have concerns about your mental capacity, or need to confirm details about you or your legal representative, we may get
in touch with your TCP. They'll have the authority to confirm details about you, but won't be able to make decisions or transact on your account.Yes
YesYesIf yes, please complete the Third Party Information"form. Please contact BMO InvestorLine for this form.
If yes, please complete our Trusted Contact Person" form. Name:Please omit this section if the Applicant's spouse or common-law partner is the Co-applicant. Co-applicants must complete their own material change form if their information
has changed.Please round to the nearest dollar.
Source of
Annual Income
Intended use
of the Account*You are considered to be a Pro if you, or someone you live with, is employed with an CIRO member firm or related company. Please provide a letter of confirmation from the member
rm's Compliance department authorizing this account(s). TitleOccupation
Annual Income
from all sourcesNet Liquid Assets (A)
(Cash & Securities less loans outstanding against securities)Net fixed Assets (B)
(Fixed assets less liabilities outstanding against fixed assets)Estimated Net Worth (C)
(C=A+B)Industry Last NameEmployer
NameFirst
NameEmployment income
Short Term InvestmentStudent loans/bursaries or RESPLong Term InvestmentIncome Generation Savings Unemployment benefits Social assistance Alimony (spousal support)
Retirement income
Retirement Savings InheritanceEducation Savings Estate Planning OtherInvestment in securitiesOtherReal estate investment
Privacy Disclosure and Consent - Your Personal InformationTo learn more about how we collect, use, disclose and safeguard your Personal Information, your choices, and the rights you have, please see our Privacy Code (available at
bmo.com/privacy, or from any of our branches).What is Personal Information?
Your Personal Information is information about you that you provided to us or information we collected from other sources such as credit reporting agencies, and includes your
name, address, age, financial data, Social Insurance Number, employment information, and other information that could be used to identify you.
Why do we need your Personal Information?
We collect and use your Personal Information to:
Verify your identity;
Ensure we have accurate information about you;
Understand your financial needs (including your eligibility for products and services you requested or accepted or were pre-approved for)
To manage our relationship;
Protect against fraud and manage other risks;
Communicate with you regarding products and services that may be of interest;Understand our customers, including through analytics, and to develop and tailor our products and services;
Comply with legal or regulatory requirements, or as permitted by law; andRespond to questions you may have.
We will also use your Personal Information to make decisions in real time by using tools to automate the processing of your Personal Information, for example, whether to
approve or decline a trade. These decisions can affect the products, prices, services or features we may offer you and are also used to protect you from fraud.
If we use your Personal Information for a different purpose, we will identify that purpose.ESIGNATURE
23Sharing your Personal Information
BMO Financial Group consists of Bank of Montreal and its affiliates. Your Personal Information, including information about your authorized representatives and beneficiaries, is
shared within BMO Financial Group, to the extent permitted by law, to:Ensure we have accurate information about you, and your authorized representatives and beneficiaries;
Manage our total relationship;
Provide a better customer experience;
Meet your needs as they change and grow; and
Manage our business.
I certify that the information on this form is true and complete; the information on this form shall supersede information previously provided; and the terms and conditions of
my Client Account Agreement remain in effect.Certification:
I certify that the tax information given on this form is correct and complete. I will notify BMO InvestorLine Inc within 30 days of any change in circumstances that
causes the information on this form to become incomplete or inaccurate.ESIGNATURE (continued)
Client
SignatureDate (YY/MM/DD)
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