Terms and Conditions - FALL 2009
AIR MILES OFFER: To qualify, you must have a minimum balance of $100,000 CDN when you open your new non-registered
CASH BACK OFFER: A new registered account can be opened to receive a cash offer of $260 CDN into your
Important note: For clients with an RSP account the $260 will be deposited in the account by BMO InvestorLine on behalf of the issuer, BMO Trust Company. The $260 deposited into the account will not be considered a contribution; you will not receive a tax receipt.
**Please note
A promotion code 1300AM MUST be entered into the Online Application (OLAP) at the time of application for your new
Offer available to new accounts opened August 17 – October 31, 2009.
EXISTING CLIENT OFFER
To qualify with an existing
CASH BACK OFFER: A new registered account can be opened to receive a cash offer of $260 CDN into your
To receive a cash offer of $260 CDN with your existing BMO InvestorLine account, you must deposit or transfer $100,000 CDN into your existing account and maintain it for six (6) months. The assets to this account must be new assets to
Important note: For clients with an RSP account the $260 will be deposited in the account by BMO InvestorLine on behalf of the issuer, BMO Trust Company. The $260 deposited into the account will not be considered a contribution; you will not receive a tax receipt.
**Please note registered accounts are not eligible for
Clients MUST sign up for this promotion using either the Online Application (OLAP) or the
Clients signing up to this promotion with a new account must enter the promo code AMPROMO into the Online Application (OLAP) at the time of application and enter their AIR MILES Collector Card Number in order to receive
Clients signing up with an existing account must use the BMO InvestorLine client sign up page. Clients must enter their
Offer available from August 17 – October 31, 2009.
- The
AIR MILES offer is available ONLY to non-registered accounts - The cash offer is available ONLY to registered accounts.
- Locked In accounts are not eligible, no exceptions.
- Self-directed registered retirement income fund (RRIF) accounts are not eligible.
- Corporate non-registered accounts are eligible.
In addition, the following accounts are not eligible: Tax Free Savings Account (TFSA), Delivery Against Payment (DAP), BMO Employee Share Ownership Plan (ESOP), Personal Holding Company, Discretionary, Investment Club/Partnership, Estate, Association, Prospect, and Financial Collateral.
BMO ESOP transfers are not permitted and are not eligible and are not included in this offer. No exceptions will be made.
Within the 6 month promotional period of your account opening date, your
Maximum one (1) offer, per client name - regardless of the number of accounts that are opened.
Examples
| EXAMPLE | QUALIFYING OFFER |
| John Smith opens one (1) new Non-Registered account and deposits $100,000+ and the funds remain in the account after the 6 month period. | 1300 AM reward miles applied to his AM account |
| John Smith opens one (1) new RRSP account and deposits $100,000+ and the funds remain in the account after the 6 month period. | A cash value of $260 will be deposited into the new registered |
| John Smith opens one (1) new RRIF or Locked In account and transfers $100,000+ and the funds remain in the account after the 6 month period. | RRIF and Locked In accounts are not eligible for the offer |
| John Smith opens three (3) new Non-Registered accounts and deposits $100,000+ in each account and funds remain in the account after the 6 month period. | One (1) instance only of 1300 AM reward miles applied to his AM account * Maximum one (1) offer per account per client name. |
| John Smith opens one (1) new Non-Registered account and deposits $100,000+ and the funds remain in the account after the 6 month period. John Smith also opens a joint non-registered account with his spouse and deposits $100,000+ in the account. | One (1) instance only of 1300 AM reward miles applied to his AM account * Maximum one (1) offer per account per client name. |
| John Smith opens one (1) new Non-Registered account and deposits $100,000+ and the funds remain in the account after the 6 month period. His wife, Sally Smith also opens one (1) new Non-Registered account and deposits $100,000+ and the funds remain in the account after the 6 month period. |
One (1) instance only of 1300 AM reward miles applied to his AM account One (1) instance only of 1300 AM reward miles applied to her AM account *2 different clients, 2 different accounts |
| John Smith opens one (1) new Non-Registered account and deposits $100,000+ and transfers out $20,000 before the 6 month mark and does not replenish the account with funds. | Client not eligible for the offer – insufficient funds for offer |
This offer cannot be combined with any other
Collector must redeem sufficient AIR MILES® reward miles for every Reward. Purchases required to accumulate sufficient AIR MILES® reward miles. All Rewards offered are subject to the Terms and Conditions of the Program, are subject to change and may be withdrawn without notice. No cancellations, exchanges or refunds for tickets, certificates or merchandise once booked. See www.airmiles.ca for details.
*Collectors must pay taxes, fuel surcharges and other applicable charges and fees on air travel. Air travel is subject to availability from participating airlines and must be booked no later than 6 p.m. Eastern Time on the 7th day prior to departure. Saturday night stay may be required. Required number of reward miles for air travel may be higher if itinerary involves multiple carriers.
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