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Bank of Montreal has filed a pricing supplement for Market Linked Securities, offering Auto-Callable notes linked to the lowest performing of the Nasdaq-100, Russell 2000, and S&P 500 indices, due July 7, 2028.
Key features include:
- Monthly contingent coupon payments at least 8.60% per annum if the lowest performing index is above its 70% threshold
- Automatic call feature starting January 2026 if lowest performing index equals/exceeds starting value
- Principal at risk - investors could lose over 30% of investment if lowest performing index falls below 70% threshold at maturity
- Original offering price of $1,000 per security with estimated initial value of $967.20
Notable risks include full downside exposure to worst-performing index, no fixed interest payments, and exposure to Bank of Montreal's credit risk. Securities are not FDIC insured and not exchange listed.
Bank of Montreal has filed a prospectus supplement for Market Linked Securities - Auto-Callable securities with contingent coupon and memory features, linked to the performance of three homebuilder stocks: D.R. Horton, PulteGroup, and Toll Brothers, due June 29, 2028.
Key features of the securities include:
- Monthly contingent coupon payments at minimum 14.70% per annum if the lowest-performing stock meets threshold value (70% of starting value)
- Automatic call feature starting September 2025 if lowest-performing stock equals/exceeds starting value
- Risk of principal loss if lowest-performing stock falls below 70% threshold at maturity
- Original offering price of $1,000 per security with estimated initial value of $962.90
Important risks: Full downside exposure to worst-performing stock, no participation in upside appreciation, subject to Bank of Montreal's credit risk, and no exchange listing. Securities are designed to be held until maturity or automatic call.
Bank of Montreal has filed a pricing supplement for Autocallable Barrier Notes due July 3, 2028, linked to the performance of Amazon (AMZN) and Tesla (TSLA) stocks. The notes offer:
- Monthly interest payments of 1.0333% (approximately 12.40% per annum)
- Automatic early redemption feature starting June 30, 2026, if both stocks close above their initial levels
- Risk of principal loss if either stock falls below 50% of its initial level at maturity
- Notes will be issued in $1,000 denominations with estimated initial value of $953.20
Key features include potential automatic redemption with principal plus coupon return, or at maturity, full principal return unless trigger event occurs. If triggered, investors receive shares of worst-performing stock or cash equivalent, potentially worth less than principal. BMO Capital Markets serves as calculation agent and selling agent, with commissions up to 3.00%.
Bank of Montreal has filed a prospectus supplement for Market Linked Securities auto-callable with leveraged upside participation, linked to the iShares 20+ Year Treasury Bond ETF due June 29, 2028. The securities are being offered at $1,000 per unit.
Key features include:
- Automatic Call Feature: Securities will be automatically called if the ETF's closing value after one year equals or exceeds the starting value, paying face amount plus minimum 14.60% call premium
- Maturity Payment Structure: If not called, payment depends on ETF performance with 125% upside participation rate above starting value, full protection for declines up to 25%, and full downside exposure beyond 25% decline
- Risk Factors: No interest payments, no exchange listing, subject to Bank of Montreal's credit risk, potential for significant principal loss
The estimated initial value is $956.90 per security, with Wells Fargo Securities acting as agent. The offering includes an agent discount of $25.75 per security, with proceeds to Bank of Montreal of $974.25 per security.