5星计划条款与条件

• To qualify for the 5 Star Program, you must have a minimum asset level of $250,000 CAD ^{脚注1 1} or make at least 50 electronic equity and/or option trades over a three month period. 客户将在达到计划资格要求后的次日加入5星计划。

• For option assignment and exercises, the fee is $0. Regular options contract fees of $0.90 per contract still apply.

• Preferred interest rates do not apply to registered accounts, which receive standard interest rates.

• BMO InvestorLine will reimburse transfer fees based on standard industry rates, to a maximum of $200 (CAD) per transfer, and may limit this offer at its discretion.

• The RRSP administration fee is $0 for all eligible accounts.

• Level 2 quotes (market depth) are only available for NASDAQ, the Toronto Stock Exchange and 多伦多证券交易所（TSX） Venture markets.

• 对于为达到5星计划资格而进行账户合并的情况，这些账户必须由同一客户拥有及/或共同拥有；或者与5星计划下注册的单个用户ID相关联。如果您使用客户ID访问您的账户，则合并金额将以客户ID下的所有账户为准。 If there is more than one Client ID user in a household residence, then all the assets under those Client IDs will be combined to qualify for the 5 Star 计划。

• If your Client ID includes Self-Directed & adviceDirect accounts, the assets in your adviceDirect accounts will be included for qualification in the 5 Star Program.

• 此计划不对投资俱乐部和合作伙伴账户开放。BMO InvestorLine reserves the right to exclude accounts at any time.

• 所有佣金率和服务都有可能发生变更。

注意：

1. 对于为达到5星计划的资产要求而进行账户合并的情况，账户必须由同一客户拥有和/或共同拥有；或者与5星计划下注册的单个用户名相关联。对于为达到5星计划的交易量要求而进行账户合并的情况，账户必须由同一客户拥有和/或共同拥有。如果您使用客户ID访问您的账户，则合并金额将以客户ID下的所有账户为准。 If there is more than one Client ID user in a household residence, then all the assets under those Client IDs will be combined to qualify for the 5 Star 计划。

2. 判定会员进入查看期和退出计划的计划评估日期为3月31日、6月30日、9月30日和12月31日。