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 28, 2025

Passive Foreign Investment Company (PFIC)

BMO Mutual Funds

Proxy Voting Records

Other Important Information

Proxy Voting Records

Important Information for Self-Directed Investors

Annual meeting of BMO Monthly Dividend Fund Ltd.

Management Information Circular

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 2024 Report to Securityholders (as of September 30, 2024) (199 KB PDF)

IRC 2024 Report to Securityholders (as of December 31, 2024)

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

BMO ETFs

Proxy Voting Records

Other Important Information

Proxy Voting Records

IRC 2024 Report to Securityholders (as of December 31, 2024)

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