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Bank of Montreal has filed a Free Writing Prospectus for Buffer Enhanced Return Notes due January 11, 2027, linked to a basket of three equity indices and ETFs. The notes offer:
- 1-to-1 positive return based on an equally weighted basket consisting of EAFE iShares MSCI ETF, Russell 2000 Index, and iShares MSCI Emerging Markets ETF
- Maximum return capped at 19.20% ($1,192.00 per $1,000 principal)
- Principal protection against first 20% of basket decline
- 1% loss in principal for each 1% decline beyond 20% buffer, with maximum loss of 80%
Key features include $1,000 minimum denomination, no interest payments, and no listing on securities exchange. Notes will be priced July 3, 2025, settle July 9, 2025, and mature January 11, 2027. Initial estimated value is $987.20 per $1,000 principal. BMO Capital Markets serves as calculation agent and selling agent.
Bank of Montreal has filed a pricing supplement for Market Linked Notes due July 03, 2030, linked to the S&P 500® Index. The notes offer 1-to-1 positive return based on index appreciation, subject to a Maximum Redemption Amount of $1,495.00 per $1,000 principal (49.50% return cap).
Key features include:
- Principal protection if the index declines
- 100% upside participation rate up to the cap
- No interest payments
- Minimum denomination of $1,000
- Initial estimated value of $978.20 per $1,000 principal
Notable risks include credit risk of Bank of Montreal, limited upside potential due to the return cap, and no direct investment in the S&P 500 or its components. The notes will be sold through BMO Capital Markets with a 1.125% agent's commission. Settlement date is July 03, 2025, with maturity on July 03, 2030.
Bank of Montreal has issued $520,000 in Senior Medium-Term Notes linked to the S&P 500® Index, due June 28, 2027. The notes offer investors 1-to-1 positive return based on S&P 500 appreciation, with a Maximum Redemption Amount of $1,132.50 per $1,000 principal (13.25% cap on returns).
Key features include:
- Principal protection if the index declines
- No interest payments
- 100% upside participation rate up to the cap
- Initial S&P 500 level: 6,025.17
- Minimum denomination: $1,000
Notable risks include credit risk of Bank of Montreal, limited upside potential due to return cap, no dividend participation, and potential illiquidity as notes won't be exchange-listed. The initial estimated value of $983.70 per $1,000 principal is below the offering price, reflecting embedded costs and fees.
Bank of Montreal has issued $6.94 million in Contingent Risk Absolute Return Buffer Notes due June 26, 2029, linked to the performance of the S&P 500® and NASDAQ-100 indices. The notes offer 101% leveraged upside exposure to the least performing index.
Key features include:
- 25% downside buffer protection - investors receive positive returns if the least performing index declines up to 25%
- Maximum downside redemption amount of $1,250 per $1,000 principal
- Potential loss of up to 75% of principal if least performing index declines more than 25%
- Initial levels: S&P 500 at 6,025.17 and NASDAQ-100 at 21,856.33
The notes were priced at 100% with a 0.75% agent commission. Initial estimated value is $983.77 per $1,000 principal. The securities are unsecured obligations of Bank of Montreal and not FDIC insured. Primary risks include potential principal loss, limited upside participation, and exposure to the worst-performing index only.
Bank of Montreal has issued $1,005,000 in Contingent Risk Absolute Return Buffer Notes due June 30, 2027, linked to the performance of the S&P 500® and NASDAQ-100 indices. The notes offer:
- 1-to-1 positive return based on the least performing index, capped at 27.50% maximum return ($1,275 per $1,000)
- Positive return equal to the percentage decline if the least performing index falls up to 20%, capped at 20% return ($1,200 per $1,000)
- Loss exposure of 1% for every 1% decline beyond 20% buffer, with potential loss up to 80% of principal
- Initial index levels: S&P 500 at 6,025.17 and NASDAQ-100 at 21,856.33
- Buffer levels: S&P 500 at 4,820.14 and NASDAQ-100 at 17,485.06
The notes carry credit risk of Bank of Montreal, offer no interest payments, and are not listed on any exchange. The estimated initial value is $987.17 per $1,000 principal amount.