B M O G I F Investor Kit & Point of Sale Material
Find everything you’ll need to get your clients started with B M O Guaranteed Investment Funds. We’ve compiled a comprehensive list of mandatory and supplementary documents to share with your clients, as well as other important resources.
You must provide the B M O G I F Information Folder and Policy Provisions and the B M O G I F Fund Facts to clients, in addition to the relevant application once completed and duly signed, prior to the purchase of a Contract.
- Your client should review this important information for key things they should know about their Contract.
- This document contains investment strategy, past performance, and the fees or charges that may apply for each segregated fund available through your clients’ B M O G I F Contract.
- For Client Name individual (Registered & Non-Registered) and Corporate Contracts.
- For all Individual and Corporate Contracts held in your Distributor’s Name acting as agent for the Contract, rather than B M O Life Assurance Company.
- For Client Name T F S A Contracts only.
- This 3-step guide explains how your clients can get online access to their B M O G I F accounts.
- This guide gives an easy to read overview of B M O G I F with illustrative examples of how features work.
- You may want to share this letter with your clients to aide their decision-making process. Be sure to fill out the generic sections before you share.
- Help your clients understand the difference between segregated funds and mutual funds and how B M O Guaranteed Investment Funds can be part of their financial plan.
- Illustrate how B M O G I F can help your clients reach their retirement goals sooner.
Investor Profile Questionnaire
This short questionnaire can help determine your client’s risk tolerance and which B M O G I F options may be suitable for them.
Looking for fund information? Research Lipper ratings for long and short term funds, or browse by calendar year.
Additional regulatory forms
Some non-registered and corporate contracts will require your clients to complete additional regulatory forms.
Locked-in Account Addendums and Endorsements