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.
Mandatory Documents
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.
Supplemental documents
- 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.
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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.
Fund Profiles
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.
Non-registered contracts
Corporate contracts
Locked-in Account Addendums and Endorsements
