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)	Amendment No. 1 Dated October 28, 2025 To The Simplified Prospectus Dated May 28, 2025

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 2025 Report to Securityholders (as of September 30, 2025) (199 KB PDF)

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

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

BMO ETFs legal and regulatory documents

ETF Facts	Other Documents
ETF Facts	Simplified Prospectus - January 23, 2026
ETF Series Facts	Prospectus - BMO AAA CLO ETF - April 17, 2025
Passive Foreign Investment Company (PFIC)	Prospectus - BMO BBB CLO ETF - August 28, 2025
	Prospectus - BMO Broad Commodity ETF - October 14, 2025
	BMO ETFs Distribution Reinvestment Plan

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)