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BMO Lifestyle Plus Funds Annual Information Form BMO Lifestyle Plus 2017 Fund (Series A and Advisor Series) BMO Lifestyle Plus 2020 Fund (Series A and Advisor Series)December 23, 2015TABLE OF CONTENTS General
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How to fill out bmo lifestage plus funds

01
Start by gathering all the necessary documents, including your personal identification, social insurance number, and financial information.
02
Research and understand the different BMO Lifestage Plus Funds available to determine which one suits your financial goals and risk tolerance.
03
Contact BMO or visit their website to open an investment account.
04
Fill out the necessary forms provided by BMO to open a Lifestage Plus Fund account.
05
Provide all required personal and financial information accurately and completely.
06
Choose the investment amount you wish to allocate to the Lifestage Plus Fund.
07
Review and double-check all the information you provided before submitting the forms.
08
Submit the completed forms and any required supporting documents to BMO for processing.
09
Wait for confirmation from BMO regarding the successful opening of your Lifestage Plus Fund account.
10
Monitor your investments periodically and make adjustments as needed to align with your changing financial goals.

Who needs bmo lifestage plus funds?

01
BMO Lifestage Plus Funds are suitable for individuals who are looking for a professionally managed investment option.
02
Individuals who want a portfolio that adjusts its asset allocation automatically based on their targeted retirement date may benefit from these funds.
03
Those who prefer a hands-off approach to investing and want to leave the investment decisions to experts may also find BMO Lifestage Plus Funds suitable.
04
These funds can be suitable for both novice and experienced investors who want a diversified portfolio with potential for long-term growth.
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BMO LifeStage Plus Funds are a series of target date funds that automatically adjust their asset allocation over time to become more conservative as the target date approaches.
Investors who are interested in a hands-off approach to investing and want a diversified portfolio that adjusts based on their target retirement date may consider investing in BMO LifeStage Plus Funds.
Investors can fill out BMO LifeStage Plus Funds by investing in the specific target date fund that aligns with their projected retirement date.
The purpose of BMO LifeStage Plus Funds is to provide investors with a convenient way to invest for retirement by automatically adjusting the asset allocation to become more conservative as the target date nears.
Investors must report their investment in BMO LifeStage Plus Funds as part of their overall investment portfolio.
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