We’re pleased to announce the following enhancements to our BMO GIF portfolio, effective May 10, 2021. In addition to the current selection of low-cost BMO ETF and BMO funds, we’re adding two new popular Environmental, Social and Corporate Governance (ESG) funds.
NEW BMO Sustainable Opportunities Global Equity GIF
- For investors looking for a global equity solution that does not invest in fossil fuels
- Invest to mitigate market risk while creating positive impact beyond financial returns
- Align your clients' investments with their principles
- Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
- Exposure to a diversified portfolio of fixed income and equity BMO ETFs
- Index based asset allocation, professionally managed by BMO Global Asset Management
Other enhancements
- Clients can now increase their Pre-Authorized Debit (PAD) annually by a fixed percentage or dollar amount
- There is now no advisor chargeback on our No-Load options on annual RRIF withdrawals up to 10% for both in force and new business
New forms and materials
You can access electronic copies of our new forms and material from the GIF Forms and Materials page located on bmoinsurance.com/advisor or you can order a supply from your MGA today and have it mailed directly to your home address.
IMPORTANT: you can continue to use the current version of any BMO GIF application (dated 2020/05/11) until June 30, 2021, after which time only the new version of the application (dated 2021/05/10) will be accepted.
Join us
Learn more about these enhancements by joining our upcoming virtual event!
| Please RSVP by May 31, 2021 |
