Bmo certification of trust form

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The information you provide in that opens an account, we to perform a credit check address and other information that will allow us to identify party vendors.

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This form does not establish a Trust; it simply permits you to transfer your funds from your name to your Trust and summarizes certain parts of your Trust. Attestation: 1. I attest that the trustee named is a Professional Trustee, as defined by the Canada Deposit Insurance Corporation Act2, as it is (check one). Form No. (05/24). BMO RETIREMENT SAVINGS PLAN (ADVISOR) TRUST. AGREEMENT. BMO Trust Company (the "Trustee") will act as Trustee of a BMO Retirement.

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For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. It is always recommended to seek professional advice to understand the implications of this process. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors.