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BMO GUARANTEED INVESTMENT FUNDSDIGITAL BRIEFCASE FOR ADVISORS
892E (2021/01/01)
PRODUCTINFORMATION
CLIENTMATERIAL
FACT FINDERS & PLANNINGDOCUMENTS
APPLICATIONS&
ADMINISTRATION
CLIENTVIDEOS
POINT OF SALEMATERIAL
Advisor Guide(594E)
Product Overview(607E)
Key Featuresand Markets
(785E)
BMO GIF 75/100 Plus (869E)
All-in-oneInvestment Solutions
(789E)
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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
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)
Appointing Partiesto Your Segregated
Funds Policy
Information Folderand Policy Provisions
(602E)
Fund Facts(773E)
Investor Profile Questionnaire
(615E)
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PRODUCT INFORMATION
POINT OF SALEMATERIAL
APPLICATIONS &ADMINISTRATION
FACT FINDERS &PLANNING DOCUMENTSCLIENT MATERIAL CLIENT VIDEOS
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
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
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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
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
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