bmo guaranteed investment fundsbmo guaranteed investment funds digital briefcase for advisors 892e...
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![Page 1: BMO GUARANTEED INVESTMENT FUNDSBMO GUARANTEED INVESTMENT FUNDS DIGITAL BRIEFCASE FOR ADVISORS 892E (2020/06/30) PRODUCT INFORMATION CLIENT MATERIAL FACT FNDERS & PLANNING …](https://reader030.vdocument.in/reader030/viewer/2022011922/604c69b22c89094cf110dda7/html5/thumbnails/1.jpg)
BMO GUARANTEED INVESTMENT FUNDSDIGITAL BRIEFCASE FOR ADVISORS
892E (2021/01/01)
PRODUCTINFORMATION
CLIENTMATERIAL
FACT FINDERS & PLANNINGDOCUMENTS
APPLICATIONS&
ADMINISTRATION
CLIENTVIDEOS
POINT OF SALEMATERIAL
![Page 2: BMO GUARANTEED INVESTMENT FUNDSBMO GUARANTEED INVESTMENT FUNDS DIGITAL BRIEFCASE FOR ADVISORS 892E (2020/06/30) PRODUCT INFORMATION CLIENT MATERIAL FACT FNDERS & PLANNING …](https://reader030.vdocument.in/reader030/viewer/2022011922/604c69b22c89094cf110dda7/html5/thumbnails/2.jpg)
Advisor Guide(594E)
Product Overview(607E)
Key Featuresand Markets
(785E)
BMO GIF 75/100 Plus (869E)
All-in-oneInvestment Solutions
(789E)
For more material, visit bmoinsurance.com/advisor/gif
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
NEWBMO GIF Fund Performance Portal
NEW
IntroducingBMO GIF (851E)
Annuity Settlement
Option (834E)
Quick Start Guide for Advisors 828E
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Client Guide(595E)
Are Segregated FundsRight For You?
(598E)
Understanding theProbate Process
BMO GIF Taxation Basics
(820E)
Lead ConsumerBrochure (596E)
Monthly SavingsBrochure(599E)
For more material, visit bmoinsurance.com/advisor/gif
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
BMO Growth ETF Portfolio (854E)
BMO Balanced ETF Portfolio GIF (772E)
BMO Dividend Fund (855E)
![Page 4: BMO GUARANTEED INVESTMENT FUNDSBMO GUARANTEED INVESTMENT FUNDS DIGITAL BRIEFCASE FOR ADVISORS 892E (2020/06/30) PRODUCT INFORMATION CLIENT MATERIAL FACT FNDERS & PLANNING …](https://reader030.vdocument.in/reader030/viewer/2022011922/604c69b22c89094cf110dda7/html5/thumbnails/4.jpg)
Appointing Partiesto Your Segregated
Funds Policy
Information Folderand Policy Provisions
(602E)
Fund Facts(773E)
Investor Profile Questionnaire
(615E)
For more material, visit bmoinsurance.com/advisor/gif
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
![Page 5: BMO GUARANTEED INVESTMENT FUNDSBMO GUARANTEED INVESTMENT FUNDS DIGITAL BRIEFCASE FOR ADVISORS 892E (2020/06/30) PRODUCT INFORMATION CLIENT MATERIAL FACT FNDERS & PLANNING …](https://reader030.vdocument.in/reader030/viewer/2022011922/604c69b22c89094cf110dda7/html5/thumbnails/5.jpg)
BMO GIF Overview Introducing BMO GIF Protect Your Savings with BMO GIF 100/100
BMO GIF Leave Morefor Your Loved Ones
Retirement Planning with GIF 100/100
For more material, visit bmoinsurance.com/advisor/gif
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
![Page 6: BMO GUARANTEED INVESTMENT FUNDSBMO GUARANTEED INVESTMENT FUNDS DIGITAL BRIEFCASE FOR ADVISORS 892E (2020/06/30) PRODUCT INFORMATION CLIENT MATERIAL FACT FNDERS & PLANNING …](https://reader030.vdocument.in/reader030/viewer/2022011922/604c69b22c89094cf110dda7/html5/thumbnails/6.jpg)
BMO GIF Application Form
(592E)
BMO GIF NomineeApplication Form
(589E)
BMO GIF TFSA Application
(642E)
WealthLink for Investors (843E)
New Procedures For Electronic
Documentation(881E)
NEW
For more material, visit bmoinsurance.com/advisor/gif
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
• BMO GIF Subsequent Transaction Form 611E• Transfer Authorization for Registered and Non-Registered Investments 857E• Transfer Authorization for Registered Investments T2151E
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BMO GIF InvestmentObjectives and Strategies
(743E)
Reason Why Letter(817E)
Business OwnerFact Finder
(848E)
Executor Task List(847E)
For more material, visit bmoinsurance.com/advisor/gif
Estate PlanningFact Finder
(846E)
PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS