Important Notice to: All BMO Private Banking clients with Investment and/or Trust and Estate accounts managed by BMO Private Investment Counsel Inc.
As a BMO Private Investment Counsel Inc. client, there are certain terms and conditions associated with your account. When you opened your account with us you were provided with a booklet containing all of the account’s terms and conditions.
The terms and conditions guide you through your relationship with BMO Private Investment Counsel Inc. (“BPIC”) where BPIC acts as your portfolio manager and has discretionary investment authority over the securities (the “Securities”), money or other property in your account (the “Account”) with us.
The terms and conditions described in this document are subject to the investment objectives and restrictions set forth in an investment policy statement (the “IPS”) prepared for each of your Accounts.
The links below connect to electronic copies of 3 versions of terms and conditions.
| General Terms and Conditions | Effective as of September 30, 2023 |
| For US resident clients | Effective as of September 30, 2023 |
| Conflicts of Interest Statement | Effective November 15, 2021 |
| Terms and Conditions of Electronic Delivery of Account Statements | Effective June 2018 |
For BMO Private Banking clients that have Investment and/or Trust and Estate accounts that are not managed by BPIC, the link below connects to electronic copies of your terms and conditions.
For clients with Investment Administration accounts
Please take the time to read through the terms and conditions booklet applicable to you. If you have any questions or need further clarification, please contact a member of your BMO Private Banking Relationship Team.
We appreciate the opportunity to help you build and protect your wealth.