Legal & regulatory documents

Find the latest legal and regulatory documents related to our Mutual Fund and ETF products.

BMO Mutual Funds legal and regulatory documents

Fund Facts

Simplified Prospectus

Fund Facts Links

Simplified Prospectus - May 24, 2024

Passive Foreign Investment Company (PFIC)

Amendment to the Simplified Prospectus August 30, 2024

Simplified Prospectus - BMO Private Strategic Rate Fund - November 29, 2024

BMO Mutual Funds

Proxy Voting Records

Other Important Information

Proxy Voting Records

Important Information for Self-Directed Investors

Special meeting of Investors of BMO Corporate Class Inc. and BMO Bond Fund/BMO Tactical Global Bond ETF Fund

Annual meeting of BMO Monthly Dividend Fund Ltd.

Management Information Circular

Management Information Circular

Notice and Access

Notice and Access

BMO Disability Savings Plan (Advisor) Terms and Conditions (653 KB - PDF)

BMO Education Savings Plan (Advisor) Terms and Conditions (743 KB - PDF)

BMO Retirement Income Fund (Advisor) Terms and Conditions (532KB - PDF)

BMO Retirement Savings Plan (Advisor) Terms and Conditions (543 KB - PDF)

BMO Tax-Free Savings Account (Advisor) Terms and Conditions (706 KB - PDF)

IRC 2023 Report to Securityholders (as of December 31, 2023) (142 KB PDF)

IRC 2023 Report to Securityholders (as of September 30, 2023) (176 KB PDF)

BMO Proxy Voting Policies and Procedures (166 KB - PDF)

BMO ETFs

Proxy Voting Records

Other Important Information

Proxy Voting Records

IRC 2023 Report to Securityholders (as of December 31, 2023) (116 KB PDF)

BMO GAM Proxy Voting and Engagement Policy (211 KB - PDF)