www.bmogam.com Open in urlscan Pro
2606:4700::6812:a838  Public Scan

Form analysis
6 forms found in the DOM

GET https://www.bmogam.com/us-en/institutional/

<form role="search" method="get" class="kurtosys-search__form" action="https://www.bmogam.com/us-en/institutional/">
  <label class="kurtosys-search__label">
    <input type="search" class="kurtosys-search__field" placeholder="search..." value="" name="s">
  </label>
</form>

---

GET https://www.bmogam.com/us-en/institutional

<form class="elementor-search-form" role="search" action="https://www.bmogam.com/us-en/institutional" method="get">
  <div class="elementor-search-form__container">
    <div class="elementor-search-form__icon">
      <i aria-hidden="true" class="fas fa-search"></i> <span class="elementor-screen-only">Search</span>
    </div>
    <input placeholder="Search..." class="elementor-search-form__input" type="search" name="s" title="Search" value="">
  </div>
</form>

---

GET https://www.bmogam.com/us-en/institutional/

<form role="search" method="get" class="kurtosys-search__form" action="https://www.bmogam.com/us-en/institutional/">
  <label class="kurtosys-search__label" aria-expanded="false">
    <input type="search" class="kurtosys-search__field" placeholder="search..." value="" name="s" tabindex="2">
  </label>
</form>

---

GET https://www.bmogam.com/us-en/institutional

<form class="elementor-search-form" role="search" action="https://www.bmogam.com/us-en/institutional" method="get">
  <div class="elementor-search-form__container" aria-expanded="false">
    <div class="elementor-search-form__icon">
      <i aria-hidden="true" class="fas fa-search"></i> <span class="elementor-screen-only">Search</span>
    </div>
    <input placeholder="Search..." class="elementor-search-form__input" type="search" name="s" title="Search" value="" tabindex="2">
  </div>
</form>

---

GET https://www.bmogam.com/us-en/institutional/

<form role="search" method="get" class="kurtosys-search__form" action="https://www.bmogam.com/us-en/institutional/">
  <label class="kurtosys-search__label" aria-expanded="false">
    <input type="search" class="kurtosys-search__field" placeholder="search..." value="" name="s" tabindex="2">
  </label>
</form>

---

GET https://www.bmogam.com/us-en/institutional

<form class="elementor-search-form" role="search" action="https://www.bmogam.com/us-en/institutional" method="get">
  <div class="elementor-search-form__container" aria-expanded="false">
    <div class="elementor-search-form__icon">
      <i aria-hidden="true" class="fas fa-search"></i> <span class="elementor-screen-only">Search</span>
    </div>
    <input placeholder="search..." class="elementor-search-form__input" type="search" name="s" title="Search" value="" tabindex="2">
  </div>
</form>

---

Text Content

Skip to main content


WEBSITE ATTESTATION

What is your language preference?
 * English
 * French

Where are you located?
 * Canada
 * United States
 * Rest of the World

Who are you?
 * Institutional
 * Advisors
 * Investors

 * You are entering the BMO Global Asset Management (GAM) Institutional website.
   
    
   
   Read our Terms and Conditions
   Click here to contact us
   
    
   
   This website is for informational purposes only and is not intended to
   provide a complete description of BMO Global Asset Management’s products or
   services. Past performance is not indicative of future results. It should not
   be construed as investment advice or relied upon in making an investment
   decision. The opinions expressed are subject to change without
   notice. Information on this website does not constitute an offer for products
   or services, or a solicitation of an offer in any jurisdiction in which such
   solicitation or offer would be unlawful. Products and services can only be
   offered by appropriate representatives of the respective manager. Products
   and services of BMO Global Asset Management are only offered in jurisdictions
   where they may be lawfully offered for sale. The information contained in
   this website does not constitute an offer or solicitation by anyone to buy or
   sell any investment fund or other product, service or information to anyone
   in any jurisdiction in which an offer or solicitation is not authorized or
   cannot be legally made or to any person to whom it is unlawful to make an
   offer of solicitation. All products and services are subject to the terms of
   each and every applicable agreement. It is important to note that not all
   products, services and information are available in all jurisdictions outside
   Canada.

I accept
I accept
AGREE AND PROCEED

Global Home
Click here
canada
ca-en
Search


Sign-in
RDMS Web
Portfolio Vision
Invest now
US-EN Institutional
Global Home
Capabilities
Contact Us
Privacy
Legal
Security

BMO Personal
Private Wealth
Business
Commercial
Capital Markets
US Trust and Custody
ca-en
ca-en
Search
News
Contact Us


US-EN Institutional
Global Home
Capabilities
Contact Us
Capabilities
Contact Us
Privacy
Legal
Security

 * Personal
 * Private Wealth
 * Business
 * Commercial
 * Capital Markets

Menu
 * Personal
 * Private Wealth
 * Business
 * Commercial
 * Capital Markets

CA-US
Search
Sign-in
RDMS Web
Portfolio Vision





 * Home
 * Taft-Hartley services


TAFT-HARTLEY SERVICES


2018-05-29-illustration-MasterFile-AK

Optimizing plan performance while keeping money readily available is a complex
task that requires customized financial solutions and expertise. At BMO
Taft-Hartley Services, our commitment to the organized labor community starts
with an outstanding combination of services, expertise and financial strength to
support your objectives.

Our capabilities
Meet the team
Team summary

Team


EXPERT GUIDANCE

from a team of professionals with more than 275 years of combined Taft-Hartley
experience.

SDG alignment icon


PERSONAL AND CUSTOMIZED

service models designed to your specific requirements

Portal


STATE-OF-THE-ART TECHNOLOGY

for speed, accuracy and convenience in information delivery

Asset Mgmt


INVESTMENT NEUTRALITY

offering you the freedom to work with your chosen money managers


SKILLED IN THE CRAFT

To meet your needs, our offerings range from fully customized, holistic
solutions to individually provided services. These include:

 * Custody/safekeeping of assets for union funds
 * A service model that incorporates lock box and banking services
 * Securities lending
 * Asset management
 * Commercial banking
 * Treasury management services


RELATIONSHIPS THAT ENDURE

Our combination of client service, industry expertise and state-of-the-art
technology enables us to provide a broad range of custody and trust solutions to
Taft-Hartley plans. Your BMO service team consists of:

Account manager

Your primary contact overseeing all aspects of client service.

Trade coordinator

Works with outside investment managers to ensure that each security transaction
is monitored closely through settlement date.

Tax analyst

Assigned to assist with appropriate tax issues and reports.

Financial reporting specialist

Works with outside investment managers to ensure that each security transaction
is monitored closely through settlement date.

Transition team

A dedicated transition team that will interface directly with the client until
the completion of the transition.


STAY CONNECTED

To learn more about BMO Trust & Custody Services or to speak with a member of
our team, call or email us:

 * 1 (800) 588-9330
 * bmotafthartleyservices@bmo.com

CONTACT US
 * Capabilities
 * Contact Us

Menu
 * Capabilities
 * Contact Us

Follow BMO




mail
48-webinars-podcasts


 * Privacy
 * Legal
 * Security

Menu
 * Privacy
 * Legal
 * Security

BMO Global Asset Management is a brand name that comprises BMO Asset Management
Inc., BMO Investments Inc. and BMO Asset Management Corp. Certain of the
products and services offered under the brand name, BMO Global Asset Management,
are designed specifically for various categories of investors in Canada and the
United States and may not be available to all investors. Products and services
are only offered to investors in those jurisdictions in accordance with
applicable laws and regulatory requirements.®/™Registered trademarks/trademark
of Bank of Montreal, used under license.


More


We use cookies to provide a user-friendly experience. By continuing to browse
this site you give consent for cookies to be used. To find out more about
privacy, please read our privacy policy.
Close