BMO.com
|
Advisor Access
|
Site Map
|
Contact Us
|
Français
home
Products
Mutual Funds
Managed Programs
Alternative Products
AAT Progressive GIC
Prices and Performance
Prices
Mutual Funds
Managed Programs
Alternative Products
Performance
Mutual Funds
Managed Programs
Alternative Products
Expenses and Fees
Mutual Funds
Alternative Products
Marketing
Marketing Material
Email Sign Up
Investment Tools
Calculators
Knowledge Centre
Multimedia
FAQ
Glossary
About Us
About Us
Fund Management
Portfolio Advisors
Fund Managers
BMO Guardian News
Awards
Knowledge Centre
Multimedia
FAQ
Glossary
Frequently Asked Questions (FAQ)
Please see below for our most frequently asked questions.
Categories
General Questions
Registered Plan Questions
Performance and Statistics Questions
Products and Services Questions
BMO Guardian Statements and Tax Receipt Questions
Purchases, Switches and Redemptions Questions
TFSA Questions
General Questions
What are Wrap accounts?
Are my mutual funds covered by CDIC (Canadian Deposit Insurance Corporation)?
What is the difference between the Management Fee and the Management Expense Ratio (MER)?
What are Mutual Funds?
What are the differences between Classic Units and Mutual Fund Units?
If a fund holder dies, what happens to the BMO Guardian account?
What are T Class Funds?
Registered Plan Questions
Does BMO Guardian offer RRSP loans?
If I work outside of Canada, can I still contribute to an RRSP?
What happens to my RRSP if I become bankrupt?
What happens to my RRSP if I leave Canada and become a non-resident?
If I obtain a divorce, may my spouse claim ownership of my RRSP?
What is a Life Income Fund (LIF)?
What is a Locked-In Retirement Account (LIRA)?
What is a Registered Education Savings Plan (RESP)?
What is the Canada Education Savings Grant (CESG)?
What is the difference between Qualifying and Non-Qualifying RRIF's?
Performance and Statistics Questions
What is my personal rate of return on my investments?
Why does the price of my fund fluctuate every day?
Products and Services Questions
What is an Asset Builder or Pre-Authorized Chequing Account (PAC)?
What is an Allocation Averaging Program or Dollar Cost Averaging (DCA)?
What is an Automatic Withdrawal Account (AWD)?
What is a Distribution Transfer Program?
BMO Guardian Statements and Tax Receipt Questions
Why haven't I received my BMO Guardian Transaction Statement yet?
Who receives tax slips and why?
What is a Releve 16, Releve 3 and Releve 2?
Why haven't I received my tax receipt yet?
What do the boxes refer to on my tax slip?
Why did I not receive a confirmation receipt for my purchase, redemption or switch?
What is the difference between T3's and T5's?
I don't want to receive the Annual or Semi-Annual Report, since I don't read it. Can you take me off the mailing list?
How do I read my BMO Guardian statement?
Purchases, Switches and Redemptions Questions
Is there a charge to switch investments between BMO Guardian Funds?
How do I invest in BMO Guardian funds?
How do I redeem my investment in a BMO Guardian fund?
What is the minimum amount required to invest with BMO Guardian?
Can I redeem from my RRSP and would I have to pay taxes?
What is the process for switching between Canadian and U.S. currency funds?
Is there any cost involved to redeem my investment in a BMO Guardian Mutual Fund?
What is your Redemption Fee Schedule?
What is the "Free Redemption Amount," and how is it calculated?
What is the difference between DSC and LL?
Do investors have a minimum holding period with GGOF and is there a fee?
TFSA Questions
What is the Tax-Free Savings Account (TFSA)?
Who is a TFSA best suited for?
What happens if I contribute more than my TFSA contribution room?
How do contributions and withdrawals impact my taxes and income-tested benefits?
What kind of investments can I hold in a TFSA?
How do I decide which types of investments to hold in a TFSA?
How is a TFSA different from an RRSP?
Is interest on money borrowed to contribute to my TFSA tax-deductible?
Can I contribute to my spouse's or common-law partner's TFSA?
If I give funds to my spouse or common-law partner to contribute to his or her TFSA, will I be taxed on the withdrawals or income earned in their TFSA?
Can I open a joint TFSA with my spouse or someone else?
How will I know what my TFSA contribution room is for any given tax year?
Can I open more than one TFSA?
How do I open my TFSA today?
Privacy
|
Legal
|
Security