Bmo holding funds

bmo holding funds

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The principal regulator in the Jurisdiction has received an application from the Filer, on behalf of each of the Filer, the Filer's affiliates, the investment funds managed by the Filer or by an affiliate of the Filer that are reporting issuers subject to National Instrument Investment Funds NI and National Instrument Independent Review Committee for Investment Funds NI the Existing Top Funds and any future investment funds managed by the Filer or an affiliate of the Filer that are, or will be, reporting issuers subject to NI and NI the Future Top Funds , and together with the Existing Top Funds, the Top Funds for a decision under the securities legislation of the Jurisdiction of the principal regulator the Legislation :. Some of the things you will need to think about are what you are saving for, how long you plan to stay invested and your risk tolerance. Just go to another branch and do the withdrawal. If you hold your mutual funds in a registered plan, distributions can only be reinvested in additional securities. Any other type of switch involves the redemption of your securities, which is a disposition for income tax purposes.