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Bmo segregated funds performance | For further information, see the distribution policy for the applicable BMO Mutual Fund in the simplified prospectus. And in some circumstances, expediting this payout which can happen in as few as two to three weeks eases potential stress by helping to cover near-term expenses. Powered and implemented by FactSet Digital Solutions. Get all the data points you need, from returns to holdings, on up to 5 funds at once. Completing probate in Ontario has historically taken around 18 months. Sign in. |
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3101 gandy boulevard | Finally, the maturity and death guarantees associated with seg funds can also provide peace of mind for your clients as they get older. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. By proactively educating clients and their beneficiaries on the advantages � particularly as a means to transfer wealth � you could not only retain those entering their estate planning years, but also help to create a next-gen relationship. Products and services of BMO Global Asset Management are only offered in jurisdictions where they may be lawfully offered for sale. Decline Accept. In a balanced mandate, for example, the MER would be 2. |
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Mutual fund feesFind a Mutual Fund ; BMO Ascent Balanced Portfolio BMO � $ � $ � % ; BMO Ascent Conservative Portfolio BMO � $ � $ � %. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. Any withdrawals will reduce.