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WTIU filings document Bank of Montreal reporting for the MicroSectors Energy 3x Leveraged ETNs and related registered securities. The record includes Form 6-K reports from a Canadian foreign issuer filing under Form 40-F status, with incorporation by reference into Form F-3 shelf registration statements and other effective registration statements.
Exhibits cover legal opinions for registration activity, Canadian annual-meeting voting results under National Instrument 51-102, BMO’s Code of Conduct, and earnings coverage ratios under National Instrument 44-102 for subordinated indebtedness, preferred shares, and other equity instruments.
Bank of Montreal has filed a pricing supplement for Autocallable Barrier Notes linked to Meta Platforms, Alphabet, and NVIDIA stock performance, due July 14, 2028. The notes offer potential returns of approximately 35% per annum through automatic redemption features.
Key features include:
- Notes will be automatically redeemed if all Reference Assets close at or above their Initial Levels on observation dates starting July 2026
- Call Amounts range from $350 (Year 1) to $1,050 (Year 3) per $1,000 note
- No guaranteed principal protection - investors risk losing principal if any Reference Asset falls below 50% of Initial Level at maturity
- Notes will be issued in $1,000 denominations with estimated initial value of $951.30
Investment considerations: Notes offer no interest payments, no direct participation in stock appreciation, and carry Bank of Montreal's credit risk. The offering targets investors seeking enhanced yields who can accept potential principal loss and early redemption risk.
Bank of Montreal has filed a pricing supplement for Buffer Notes linked to Tesla (TSLA) stock, due December 26, 2025. The notes offer a significant 19.40% annual interest rate (9.70% semi-annually) but expose investors to potential principal loss.
Key features include:
- Principal amount: $1,000 per note
- 20% downside buffer protection
- If Tesla stock falls below the Buffer Level (80% of Initial Level), investors lose 1.25% for every 1% decline beyond the buffer
- Maximum loss potential: 80% of principal
- Settlement options: Physical delivery of Tesla shares or cash equivalent if triggered
The notes' estimated initial value is $983.40 per $1,000 principal amount. Citigroup serves as the selling agent, with commissions up to 0.75%. These structured notes carry significant risks, including potential principal loss and credit risk of Bank of Montreal.
Bank of Montreal is offering Autocallable Barrier Notes linked to the performance of Walt Disney (DIS), Devon Energy (DVN), and Capital One Financial (COF), due July 3, 2028. Key features include:
- Monthly contingent coupons of 1.2083% (approximately 14.50% per annum) if all reference assets close at or above their barrier levels
- Automatic early redemption starting December 2025 if all reference assets close above their initial levels
- 50% downside protection barrier at maturity
- 1:1 downside exposure to the worst-performing stock if barrier is breached
- Minimum denomination of $1,000 with estimated initial value of $963.90
The notes carry significant risks including potential loss of principal, no direct participation in stock appreciation, and credit risk of Bank of Montreal. The offering is managed by BMO Capital Markets with up to 1.50% agent commission and will not be listed on any securities exchange.
Bank of Montreal has filed a Free Writing Prospectus for Digital Return Barrier Notes due August 10, 2026, linked to the performance of the S&P 500® Index and Dow Jones Industrial Average®. The notes offer:
- A potential 8.15% digital return if the least performing reference asset is at or above 72% of its initial level at maturity
- Risk of principal loss if the least performing reference asset falls below 72% of initial level, losing 1% for each 1% decline
- Notes priced at $1,000 per denomination with estimated initial value of $987.10
- No interest payments and no listing on securities exchange
Key risks include potential loss of entire investment, returns limited to digital return regardless of index appreciation, and exposure to worst-performing index only. The notes are subject to Bank of Montreal's credit risk and will not be insured by FDIC or CDIC. Settlement date is July 10, 2025, with maturity on August 10, 2026.