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This document outlines the agreement required for forming an investment club, detailing the responsibilities of its members, the appointment of authorized trading officers, and the procedure for managing
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How to fill out BMO InvestorLine Investment Club Account Agreement

01
Obtain the BMO InvestorLine Investment Club Account Agreement form from the BMO InvestorLine website or branch.
02
Read through the document carefully to understand the terms and conditions.
03
Fill out the personal information section, including the name and address of the investment club and its members.
04
Provide details about the club's purpose and investment objectives.
05
Include information regarding the club's structure, such as its management and decision-making processes.
06
Indicate the type of investments the club intends to make, such as stocks, bonds, or mutual funds.
07
Review the fee structure and ensure all members agree to the costs involved.
08
Sign and date the agreement where indicated by all club members.
09
Submit the completed agreement to BMO InvestorLine for processing.

Who needs BMO InvestorLine Investment Club Account Agreement?

01
Any group of individuals who want to invest collaboratively and track their investments together as a club.
02
Existing BMO InvestorLine clients interested in forming an investment club.
03
Individuals looking to manage investments in a structured manner with shared decision-making.
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People Also Ask about

BMO InvestorLine offers access to four types of accounts including registered accounts (TFSA, RRSP, RESP, RRIF), non-registered accounts (individual, joint, cash and margin), locked-in accounts (LIRA, LRSP, RLSP, LRIF, LIF), and corporate/non-personal accounts.
An investment club refers to a group of people who pool their money to make investments. Usually, investment clubs are organized as partnerships — after the members study different investments, the group decides to buy or sell based on a majority vote of the members.
As BMO InvestorLine offers Canadian and US dollar denominated non-registered and registered accounts (excluding US dollar Registered Education Savings Plans accounts), the currency denomination of any Security, Derivative or Precious Metals Bullion held or of funds that are deposited into an account (including
A $25 CDN fee will be charged each quarter on non-registered accounts with an account balance of less than $15,000. Taxes may apply. Fee is waived for: Clients who hold a RSP (including RRIF, LIRA, LIF, LRIF) with BMO InvestorLine and for clients that make two or more "commissionable trades" in 6 months.

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The BMO InvestorLine Investment Club Account Agreement is a legal document that outlines the terms and conditions under which investment clubs operate their accounts with BMO InvestorLine. It specifies the rights and responsibilities of club members and the financial institution.
The investment club members who wish to establish and manage an account with BMO InvestorLine are required to file the BMO InvestorLine Investment Club Account Agreement.
To fill out the BMO InvestorLine Investment Club Account Agreement, members need to provide the necessary information such as club name, members' details, investment objectives, and signatures of all members agreeing to the terms.
The purpose of the BMO InvestorLine Investment Club Account Agreement is to formalize the relationship between the investment club and BMO InvestorLine, ensuring compliance with regulations and clarity in operations among club members.
The information that must be reported on the BMO InvestorLine Investment Club Account Agreement includes the club's name, the names and addresses of all members, the club's investment objectives, and any other relevant details required by BMO InvestorLine.
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Investment Club Securities Account Authorized Trading Officer BMO InvestorLine Investment Agreement Financial Interest Client Agreement Trading Instructions W-8BEN Form Account Management

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