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Bank of Montreal has issued $3.452 million in Digital S&P 500 Index-Linked Notes due September 15, 2027. These structured notes offer investors exposure to S&P 500 performance with unique payoff characteristics:
Key features:
- If S&P 500 is at or above 85% threshold of initial level (5,967.84) at maturity, investors receive $1,191.50 per $1,000 principal
- Below threshold, investors lose approximately 1.1765% for every 1% decline beyond -15%
- Initial estimated value is $991.48 per $1,000 principal
- Notes are unsecured obligations of Bank of Montreal with credit risk
The notes do not pay interest and are designed to be held to maturity. They are not listed on any exchange and not FDIC insured. The payoff structure provides partial downside protection through the 85% threshold level but exposes investors to amplified losses below this level.
Bank of Montreal has issued $13,290,000 in Capped Leveraged Buffered S&P 500 Index-Linked Notes due September 15, 2027. These structured notes offer investors:
- Leveraged Upside Potential: 180% participation in S&P 500 gains, capped at maximum return of 26.712% ($1,267.12 per $1,000 principal)
- Downside Protection: Full principal protection if index declines up to 15% from initial level of 5,967.84
- Risk Features: For declines beyond 15%, investors lose approximately 1.1765% for every 1% index decline
Key terms include no periodic interest payments, 2-year maturity, and an estimated initial value of $992.31 per $1,000 principal. Notes are unsecured obligations of Bank of Montreal, subject to credit risk, and not FDIC insured. Trading is limited as notes are not listed on any securities exchange and designed to be held to maturity.
Bank of Montreal has issued $3,988,000 in Senior Medium-Term Notes with a 5.00% fixed interest rate, due June 25, 2029. Key features include:
- Principal amount of $1,000 per note with semi-annual interest payments
- Optional redemption by Bank of Montreal starting June 25, 2026
- Notes are bail-inable and can be converted into common shares under CDIC Act
- Trading at original issue price of $1,000 with $4.00 underwriting discount
Notable risks include credit risk, limited secondary market trading as notes won't be listed on exchanges, and potential early redemption risk. The notes are subject to Canadian bail-in powers, allowing conversion into common shares if the bank faces financial distress. Interest payments may be less favorable compared to alternative investments, particularly if interest rates change significantly during the note's term.
Bank of Montreal has filed a prospectus supplement for Market Linked Securities linked to the performance of Chevron Corporation (CVX) and Exxon Mobil Corporation (XOM) common stock, due July 3, 2028. Key features include:
- Securities offer contingent monthly coupon payments at least 10.60% per annum if the lowest-performing stock meets threshold value (75% of starting value)
- Includes memory feature allowing recovery of previously unpaid coupons
- Subject to automatic call monthly from December 2025 to May 2028 if lowest-performing stock equals/exceeds starting value
- Principal at risk: Investors could lose over 30% of investment if lowest-performing stock falls below 70% of starting value at maturity
- Original offering price: $1,000 per security with estimated initial value of $960
- Securities are unsecured obligations of Bank of Montreal, subject to credit risk
Notable risks include full downside exposure to worst-performing stock, no participation in upside appreciation, and no dividend payments. Securities are not exchange-listed and designed to be held until maturity or automatic call.
Bank of Montreal has issued $845,000 in Buffer Enhanced Return Notes due June 26, 2028, linked to the performance of the S&P 500® Index and NASDAQ-100 Index®. The notes offer 121% leveraged upside exposure to the least performing of these indices, with a 10% downside buffer.
Key features include:
- Notes priced at $1,000 per unit with 0.70% agent commission
- 10% downside protection before principal loss begins
- Maximum potential loss of 90% of principal
- No periodic interest payments
- Initial value estimated at $974.62 per $1,000 principal
Notable risks include exposure to the worst-performing index only, potential significant loss of principal beyond the buffer, and credit risk of Bank of Montreal. The notes are not listed on any exchange and are subject to foreign securities market risks through the NASDAQ-100 Index component.