• BMO Private Investment Management will switch sub-adviser for the BMO Private U.S. Equity Portfolio, effective on or about Aug. 21, 2026.
• BMO Asset Management will replace Vontobel Asset Management as sub-adviser; Columbia Management Investment Advisers will remain a sub-adviser.
• The portfolio’s core investment objectives and risk rating will remain unchanged.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BMO - Bank of Montreal published the original content used to generate this news brief on June 17, 2026, and is solely responsible for the information contained therein.