Core Points - BMO Investments Inc. plans to change the listing venue of its mutual fund's ETF series from the Toronto Stock Exchange to Cboe Canada, having received conditional approval for the listing [1] - The voluntary delisting from the TSX is expected to occur at the close of business on November 26, 2025, with the new listing on Cboe Canada set for November 27, 2025 [2] - No securityholder approval is required for the delisting as the funds will be listed on Cboe Canada immediately after [2] Company Overview - BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2025 [5] - The company has been serving customers for 200 years, providing a wide range of banking, wealth management, and investment banking services to 13 million customers across Canada, the U.S., and select global markets [5] - BMO is committed to driving positive change in the economy, promoting sustainability, and fostering an inclusive society [5]

Core Viewpoint - BMO Asset Management Inc. and BMO Investments Inc. announced changes in portfolio management for certain BMO Exchange Traded Funds (ETFs) and BMO Mutual Funds, effective October 28, 2025, and January 30, 2026, respectively [1][2][3]. Group 1: Management Changes - BMO Capital Markets Corp. and Brian Belski will cease to act as sub-advisors for specified BMO ETFs and Mutual Funds, while BMO Asset Management Inc. will remain as the portfolio adviser and manager [2][3]. - Fullgoal Asset Management (HK) Limited will replace Polen Capital HK Limited as the portfolio manager of the BMO Greater China Fund, effective on or about January 30, 2026 [3]. Group 2: Fund Information - The fundamental investment objectives and risk ratings of the affected BMO ETFs and Mutual Funds will remain unchanged despite the management changes [4]. - A list of affected funds includes BMO Canadian Core Plus US Balanced ETF, BMO Canadian Equity Plus ETF, BMO US Dividend Growth ETF, and others [3]. Group 3: Company Overview - BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2025, serving 13 million customers across Canada, the U.S., and select global markets [8][9].