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Bank of Montreal has issued $3,000,000 in Senior Medium-Term Notes with a 5.15% fixed interest rate, due June 25, 2030. The notes are being offered at $1,000 per note with semi-annual interest payments.
Key features include:
- Optional redemption by Bank of Montreal starting June 25, 2026
- Interest payments on June and December 25th
- Bail-inable notes subject to conversion into common shares under CDIC Act
- Not listed on any securities exchange
- Underwriting discount of $4.00 per note
Notable risks include:
- Credit risk tied to Bank of Montreal's creditworthiness
- Limited secondary market trading expected
- Subject to early redemption risk when interest rates are favorable to the issuer
- Not FDIC insured or covered by other governmental insurance
Bank of Montreal has filed a Free Writing Prospectus for Capped Barrier Enhanced Return Notes linked to the SPDR S&P 500 ETF Trust (SPY), due September 1, 2026. The notes offer 200% leveraged exposure to SPY's positive performance, capped at a maximum return of 10.50% ($1,105 per $1,000 principal).
Key features include:
- Principal at risk: Investors lose 1% for each 1% decline if SPY falls below 80% of initial level
- No interest payments or direct ETF ownership rights
- Minimum denomination: $1,000
- Initial value estimated at $967.30 per $1,000 principal
- BMO Capital Markets serving as calculation agent and selling agent
The notes carry significant risks including potential loss of principal, limited upside due to the return cap, and credit risk of Bank of Montreal. The offering is subject to completion, with pricing expected on June 26, 2025.
Bank of Montreal has issued $1.86 million in Digital Return Barrier Notes due September 25, 2026, linked to the performance of three major indices: NASDAQ-100, Russell 2000, and Dow Jones Industrial Average.
Key features include:
- 11.90% Digital Return if the least performing index is at or above 70% of its initial level
- Principal at risk: 1% loss for each 1% decline below 70% barrier level
- Initial offering price: 100% ($1,000 per note)
- Estimated initial value: $977.14 per note
Notable risks include potential loss of entire investment, returns limited to Digital Return regardless of index performance, and exposure to the worst-performing index only. The notes are subject to Bank of Montreal's credit risk and will not be listed on any securities exchange. BMO Capital Markets serves as calculation agent and selling agent, with a 0.375% commission.
Bank of Montreal has issued $437,000 of Buffer Enhanced Return Notes due June 25, 2027, linked to a basket of five equity indices and ETFs. The notes offer 200% leveraged exposure to the performance of a weighted basket consisting of iShares MSCI Emerging Markets ETF (15%), Russell 2000 Index (20%), NASDAQ-100 Index (15%), EURO STOXX 50 Index (15%), and Invesco S&P 500 High Beta ETF (35%).
Key features include:
- Maximum return capped at 24.75% ($1,247.50 per $1,000 principal)
- 10% downside buffer protection
- 1:1 loss exposure beyond buffer, with maximum loss of 90%
- Initial value estimated at $974.32 per $1,000 principal
- Notes priced at 100% with 0.80% agent commission
The notes are unsecured obligations of Bank of Montreal, do not pay interest, and are not listed on any securities exchange. They are designed for investors seeking leveraged upside exposure to the basket while accepting a capped return and partial downside protection.