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THE BMO INVESTORLINE WINTER CAMPAIGN (the “Contest”)


HOW TO ENTER
 

  1. No purchase necessary.  The Contest begins on January 5, 2009 at 9:00 a.m. Eastern Time and ends on March 31, 2009 at 11:59 p.m. Eastern Time (the “Contest Period”).  To automatically receive one (1) entry in the Contest, go to www.bmoinvestorline.com/prizes and open a new BMO InvestorLine account (the “Account”) during the Contest Period and deposit or transfer $50,000 CDN or more in NET new assets into the Account on or before April 30, 2009. NET new assets into the Account on or before April 30, 2009 (Net assets = total assets brought in during the contest period minus any assets transferred out from the account during the contest period).). Assets can not be from an existing BMO InvestorLine account.  Existing BMO InvestorLine clients can transfer or deposit $50,000 or more to an existing account to qualify. If you transfer the assets out which results in the assets transferred in being less than $50,000, you will no longer qualify for the promotion.

  2. No Purchase Method of Entry: To receive one (1) entry in the Contest without opening a new BMO InvestorLine account, you must hand print on a plain piece of paper your full name, age and complete mailing address (including postal code, daytime and evening telephone number) and mail your entry in a separate, sealed envelope bearing sufficient postage to: BMO InvestorLine Winter Promotion Contest, P.O. Box 1580, Station B, Mississauga, ON, L4Y 4G3. All mail-in entries must be post-marked during the Contest Period and received by no later than March 31, 2009.  Limit one (1) entry per person/Account/household regardless of method of entry. If it is discovered that you attempted to enter more than once per person during the Contest Period, then all your entries will be void.

  3. All entries received will be verified. BMO InvestorLine Inc. (the “Sponsor”), its advertising and promotion agencies and the contest judges are not responsible for lost, late, misdirected, illegible or incomplete entries, all of which are void. All entries become property of the Sponsor and will not be returned, and proof of submission of any entry will not be deemed proof of receipt. 

 

ELIGIBILITY

  1. The Contest is open to all residents of Canada who have reached the age of majority in their province of territory of residence at the time of entry, except employees of BMO InvestorLine or representatives (and those with whom such employees or representatives are domiciled) of the Sponsor, or agents, advertising and promotion agencies and the contest judges.  In addition, the following accounts are not eligible to enter the Contest: TFSA, DAP, BMO ESOP, Personal Holding Company, Discretionary, Investment Club/Partnership, Hedge, Estate, Association, Prospect, and Financial Collateral.

 

PRIZES

There will be one (1) prize awarded, consisting of Ten Thousand Canadian Dollars (C$10,000); one hundred (100) prizes awarded, each consisting of One Thousand Canadian Dollars (C $1,000); one thousand (1,000) prizes awarded, each consisting of One hundred Canadian Dollars (C$100); and the remaining eligible entries will each receive one (1) Free Trade having an approximate retail value of $25 Canadian each. The number of Free Trade prizes depends on the number of eligible entries received (collectively the “Prizes”).  The cash prizes will be deposited to all eligible accounts into the account with the associated eligible assets.  If the winner holds a BMO InvestorLine RSP account but does not have enough eligible room to deposit the prize, he/she will either be given the value of their prize in free trades or in a commission reduction. If they have non-registered BMO InvestorLine account, the prize will be deposited into that account.   

The Free Trade applies to Equity or Option Trade only and must be executed online through our website.  TFSA accounts are excluded from this offer.

The maximum amount payable for the Free Trade is $29 CDN or USD and applies to your first trade before October 31, 2009.  Amount cannot be accumulated over several trades. Limit is one (1) Free Trade per account up to a maximum amount of $29 CDN or USD.

Client will pay the full commission at time of trade and will be reimbursed the same day for the cost of the trade (up to a maximum of $29 CDN or USD) is completed.  The reimbursement will be credited to your account and applies to Equity or Option Trade only.

Prizes must be accepted as awarded and are not transferable or convertible to cash.  No substitutions except at Sponsor’s option.  Sponsor reserves the right to substitute a prize with one of equal or greater value.  Maximum one (1) offer per account, per client name - regardless of the amount of accounts that are opened from one client.

DRAW AND WINNER SELECTION

  1. On May 1, 2009, in Toronto, Ontario at 4:00 pm Eastern Time, eligible entrants will be selected by random draw from all eligible entries.  The odds of winning a particular Prize depend on the number of eligible entries received.  The week of May 11, 2009, selected entrants will be contacted either by a MyLink message sent directly to their Account or by mail (depending on method of entry). They will have until June 30, 2009 to claim their prize. The prize will be in their account by July 10th.If the winner wins via no-purchase entry, they will be mailed a cheque.

  2. Before being declared a winner: each selected entrant must first correctly answer a time-limited mathematical skill-testing question to be administered by mail or telephone.  Selected entrants will be required to sign and return within 10 business days of notification a declaration of eligibility and a liability/publicity release, which: (i) confirms compliance with the contest rules; (ii) releases the Sponsor, its affiliated companies and agents, advertising and promotion agencies, the contest judges and each of their respective officers, directors, agents, representatives, successors and assigns from any liability in connection with the Contest, the entrant’s participation therein and/or the awarding and use or misuse of the prize or any portion thereof; and (iii) grants to the Sponsor the right to use the selected entrant’s name, address and likeness in any form of advertising relating to the contest without further notice or compensation.  If a selected entrant cannot be contacted or fails to redeem their Prize within thirty (30) calendar days of MyLink/mail notification, fails to correctly answer the skill-testing question, or fails to return the contest documents within the specified time, he/she will be disqualified and will forfeit the prize, and the Sponsor reserves the right to select an alternate entrant from among the remaining eligible entries.  

GENERAL

  1. By entering the Contest, each entrant agrees to abide by these Contest Rules. This contest is subject to all applicable federal, provincial and municipal laws.  Void where prohibited by law.  The decisions of the Sponsor with respect to all aspects of this contest are final and binding on all entrants without right of appeal.

  2. Without limitation, the Sponsor, its advertising and promotion agencies and the contest judges will not be liable for any failure of the web site during the contest; for an technical malfunction or other problems relating to the telephone network or lines, computer on-line systems, servers, access providers, computer equipment or software; for the failure of any entry to be received by the Sponsor, its advertising and promotion agencies or the contest judges for any reason including, but not limited to, technical problems or traffic congestion on the Internet or at any website; or any combination of the above.  Further, the Sponsor, its advertising and promotion agencies and the contest judges will not be liable for any injury or damage to an entrant’s or any other person’s computer related to or resulting from participating or downloading any material in the contest.

  3. The Sponsor reserves the right, subject to the approval of the Régie des alcools, des courses et des jeux”, to withdraw or amend this contest in any way, in the event of an error, technical problem, computer virus, bugs, tampering, unauthorized intervention, fraud, technical failure or any other cause beyond the reasonable control of the Sponsor that interferes with the proper conduct of this contest as contemplated by these Rules.  Any attempt to deliberately undermine the legitimate operation of this contest is a violation of criminal and civil laws and should such an attempt be made, the Sponsor reserves the right to seek remedies and damages to the fullest extent permitted by law, including criminal prosecution.

  4. The Sponsor, with the consent of the Régie, reserves the right to cancel or suspend this contest in the event of any accident, printing, administrative, or other error or any kind without prior notice or obligation.

  5. For Quebec residents:  Any litigation respecting the conduct or organization of a publicity contest may be submitted to the Régie des alcools, des courses et des jeux (tel. 1800-363-0320) for a ruling.  Any litigation respecting the awarding of the prize may be submitted to the Régie only for the purpose of helping the parties reach a settlement.

  6. By entering this contest, each entrant expressly consents to the Sponsor, its agents and/or representatives, storing, sharing and using the personal information submitted with his/her entry only for the purpose of administering the contest and in accordance with Sponsor’s Privacy Policy (available at: www.bmo.com/privacy) unless the entrant otherwise agrees.  In addition, the Sponsor may retain and use this information for future marketing of its products and services to you and may share it within the BMO Financial Group (BMO InvestorLine and its subsidiaries and affiliates), which provides deposit, loan, investment, securities, brokerage, insurance, trust and other products and services.  If you do not want your information to be retained, shared or used for these purposes, please contact us at: BMO InvestorLine marketing department ,100 King Street West, 54th Floor, Toronto, ON, M5X 1H3.  or visit your nearest Bank of Montreal branch. 

 
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