Full name(s) of Transferee(s)
SIN #
Full Address
Full name(s) of Transferee(s)
DIRECTION TO TRANSFER SECURITIES
A BENEFICIAL OWNER(S) OF SECURITIES (PLEASE PRINT CLEARLY)
I/we (Transferor) hereby instruct BMO Investorline to transfer these securities/funds listed below from:
Full name(s) of Transferor(s)
Full address of Transferor
Fax to the attention of: Name of Office Contact
Account Number
(Hereinafter referred to as the "Transferor") hereby represent and warrant that:
Quantity Security Description: name of issuer, class and series of shares including certificate(s), number(s) and
registration(s) or complete particulars of debt instrument(s)
ADP Code CUSIP No.
Note: Certain securities such as installment receipts are not eligible for transfer.
I/We wish to transfer them to:
SIN #
Full Address
B
SECURITIES IN THE FOLLOWING BMO INVESTORLINE INC. ACCOUNT(S)
Transferor(s) Account Number Name(s) of Transferor(s)
2.The Transferor(s) warrant and represent that I/We have full title to the Securities and no other person or company is beneficially entitled thereto or will have a
beneficial interest therein immediately prior to or at the time of transfer.
3.The Transferor(s) acknowledge and confirm that I/We understand that it is my/our responsibility to determine whether the transfer of the Securities constitutes
a disposition within the meaning of the Income Tax Act (Canada). I/We further acknowledge and confirm that BMO InvestorLine Inc. has recommended that I
consult my/our own tax advisor with respect to the tax ramifications of this transfer and that I/We have not relied on advice or information, if any, which may
have been provided by BMO InvestorLine Inc. or any of its directors, officers, employees or agents with respect to the ramifications of this transfer under the
Income Tax Act
(Canada).
4.The Transferor(s) hereby irrevocably directs BMO InvestorLine Inc. to transfer the securities to the Transferee and, upon acceptance of this direction by BMO
InvestorLine Inc. in accordance with paragraph 6, hereby releases any and all claims I/We may have with respect to the securities, including any claims resulting
from any future value of the securities or any dividends payments or distributions which may be made with respect thereto.
5.The Transferor(s) confirm such transfer is not made upon the existence or expectation of any term, condition, restriction or warranty or upon the existence or
expectation of any consideration, value or services, the benefit of which did or were to accrue to the Transferor(s) or any other person or company. The
Transferee(s) hereby confirm its/their acceptance of the securities and directs BMO InvestorLine Inc., upon completion of the transfer of the securities to credit
the following account(s):
1
®Registered trade-marks of Bank of Montreal, used under licence.
BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal.
Member – Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.
Order Execution Only Account
Reset Form
6. Each of the Transferor(s) and Transferee(s) acknowledge being advised and agree that:
a) This direction shall not become effective unless and until it has been signed by the Transferor(s) and Transferee(s) and accepted by BMO InvestorLine Inc.,
such acceptance to be evidenced by the signature of a branch manager of BMO InvestorLine Inc.
b) BMO InvestorLine Inc. will have no obligation to advise the Transferor(s) or Transferee(s) with respect to the fact of or timing of any transfer(s) effected
pursuant to this direction except as may be reported in monthly or quarterly account statements for the accounts of the Transferor and Transferee.
c) BMO InvestorLine Inc. will use reasonable efforts to effect the transfer of the securities but will not be liable to the Transferor(s) or Transferee(s) for any
delay or failure to complete the transfer of any or all of the securities, or any loss or damages which may result therefrom, and in the event that BMO
InvestorLine Inc. determines in its sole discretion that any or all of the securities cannot be transferred without effort or expense unacceptable to BMO
InvestorLine Inc., this direction will cease to be effective and any securities which have not been transferred into the account of the Transferee(s) will be
returned to or remain in the account of the Transferor(s) without any further obligation of BMO InvestorLine Inc. including, without limiting the foregoing, any
obligation to notify the Transferor(s) or Transferee(s).
b)
7. The Transferee(s) acknowledge being advised and that it/they are solely responsible for determining if accepting the transfer will result in accepting any
obligations or liabilities, potential, contingent or actual in connection with the securities.
Transferee signature
Transferee Signature
All signatures guaranteed on the date of (YY/MM/DD):
BMO Employee
Signature
Accepted by BMO InvestorLine Inc. on the date of (YY/MM/DD):
BMO InvestorLine
Branch Manager Name
BMO InvestorLine
Branch Manager
Signature
Date
YY/MM/DD
Date
YY/MM/DD
Date
YY/MM/DD
Date
YY/MM/DD
Transit #
Date
YY/MM/DD
BMO Employee
Name
Date
YY/MM/DD
Transferee(s) Account No.
2
C
SECURITIES SIGNATURES
T
ransferor signature
Transferor signature
B
SECURITIES IN THE FOLLOWING BMO INVESTORLINE INC. ACCOUNT(S) CONT.
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