Client Charter

• Client Rights
• Client Responsibilities

Client Experience

Charter of Client Rights and Client Responsibilities Overview
BMO Nesbitt Burns is committed to providing clients with an outstanding level of service. Our Charter outlines the standards, values and services that we believe clients have a right to expect. You and your Investment Advisor have a shared responsibility in the development and implementation of your investment strategy. Therefore, we require your assistance in helping us to understand your needs. Our Charter also outlines our expectations regarding client responsibilities. It describes some of the obligations you have in helping to ensure a successful relationship with your Investment Advisor.

The BMO Nesbitt Burns' Charter of Client Rights and Client Responsibilities embodies our commitment to serving you with integrity and professionalism. We believe that our values and high standards of service are the foundation of a long and successful relationship with you.

For more information about our Charter of Client Rights and Client Responsibilities, or for any other information, please contact an Investment Advisor, Branch Manager or e-mail us at contact@bmonb.com.