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Bank of Montreal has filed a pricing supplement for Barrier Notes with Contingent Coupons due August 31, 2026, linked to the performance of the Russell 2000 Index and S&P 500 Index. The notes offer monthly contingent coupon payments at 0.55% per month (approximately 6.60% per annum) if both indices remain above their respective Coupon Barrier Levels.
Key features include:
- Principal is at risk if either index falls below its Trigger Level (75% of Initial Level) at maturity
- Monthly coupon payments contingent on both indices staying above 75% of their Initial Levels
- No upside participation beyond fixed coupon payments
- Minimum denomination of $1,000
- Estimated initial value of $966.20 per $1,000 principal amount
The notes carry significant risks including potential loss of principal, no guaranteed coupon payments, and limited returns capped at the contingent coupon rate. All payments are subject to Bank of Montreal's credit risk.
Bank of Montreal has issued $6,425,000 in Autocallable Buffer Notes linked to Merck & Co stock (MRK), due July 27, 2026. The notes offer monthly contingent coupons of 0.5975% (7.17% annually) if MRK's closing price stays at or above the 75% Coupon Barrier Level of $60.24.
Key features include:
- Starting December 2025, notes automatically redeem if MRK closes above the $80.32 Call Level
- 25% downside buffer protection at maturity
- If MRK falls below Buffer Level ($60.24), investors receive shares worth less than principal
- Notes priced at 100% ($1,000 denominations) with 2.15% agent commission
- Estimated initial value of $977.10 per $1,000 principal
These structured notes carry significant risks including potential principal loss, no direct participation in MRK stock appreciation, and are subject to Bank of Montreal's credit risk. The notes are not listed on any exchange and not FDIC insured.
Bank of Montreal has issued Auto-Callable Securities linked to the lowest performing stocks of Microsoft (MSFT) and NVIDIA (NVDA), due June 29, 2028. The securities, priced at $1,000 per unit with total offering of $1,323,000, feature:
- Automatic call feature triggered if the lowest-performing stock equals/exceeds its starting value on call dates
- Call premiums ranging from 24% to 72%, based on approximately 24% annual return
- No interest payments or dividends
- Principal protection if the lowest-performing stock declines ≤40% at maturity
- Full downside exposure if lowest-performing stock declines >40%
Starting values are MSFT: $490.11 and NVDA: $147.90. The estimated initial value is $974.03 per security. Investors face complete credit risk of Bank of Montreal and could lose significant portion or all of principal. Securities are not FDIC insured or bail-inable.
Bank of Montreal has filed a pricing supplement for Capped Leveraged Buffered Basket-Linked Notes tied to a weighted basket of international indices. The basket comprises the EURO STOXX 50 Index (38%), TOPIX Index (26%), FTSE 100 Index (17%), Swiss Market Index (11%), and S&P/ASX 200 Index (8%).
Key features include:
- 250% upside participation rate, subject to a cap expected between 111.17% and 113.14%
- Maximum settlement amount expected between $1,279.25 and $1,328.50 per $1,000 principal
- 15% downside buffer - full principal protection if basket decline is within 15%
- Below buffer level, losses of approximately 1.1765% for every 1% decline
The notes have an expected maturity of 25-28 months and are not listed on any exchange. The estimated initial value ($969-$999 per $1,000) will be less than the issue price. These unsecured notes carry Bank of Montreal's credit risk and are not FDIC insured.