Common use of Electronic Document Delivery Clause in Contracts

Electronic Document Delivery. Unless you advise us otherwise, you have consented to the electronic delivery of all account statements, trade confirmations, notices, regulatory documents, and other materials through the BMO InvestorLine eDocuments service. Please refer to “Important Information about eDocuments” at xxx.xxxxxxxxxxxxxxx.xxx for details on the BMO InvestorLine’s eDocuments service. Additional fees may apply if you ask us to mail you paper account statements. Please refer to the “Commission & Fee Schedule” at xxx.xxxxxxxxxxxxxxx.xxx. You acknowledge and agree to the following: • Electronic Documents replace and stand for the originals. • You will no longer receive by mail paper copies of the documents available through eDocuments. However, we reserve the right, in our sole discretion, to deliver a paper copy by mail or other means in addition to, or in lieu of, making such document available through eDocuments. • To access eDocuments, please sign into your BMO InvestorLine account, select the ‘MyPortfolio’ tab and then ‘eDocuments’. • At this time, the following types of documents are available through eDocuments: Trade Confirmations, Prospectuses, Amendments, Information Statements, Offering Memoranda, Information Memoranda, Account Statements, Notices, and Fund Facts. To view a list of the types of documents available in the eDocuments service, please sign into your BMO InvestorLine account, select the ‘My Portfolio’ tab and then ‘eDocuments.’ • We reserve the right to determine which types of documents are available through eDocuments – including by adding or removing types of documents from the service - from time to time. You will be bound by any such future changes. If we make such a change to the list of types of documents available through eDocuments, we may provide you with notice in accordance with the terms of this BMO InvestorLine Account Agreement.

Appears in 2 contracts

Samples: www.bmoinvestorline.com, www.bmoinvestorline.com

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Electronic Document Delivery. Unless you advise us otherwise, you have consented to the electronic delivery of all account statements, trade confirmations, notices, regulatory documents, and other materials through the BMO InvestorLine eDocuments service. Please refer to “Important Information about eDocuments” at xxx.xxxxxxxxxxxxxxx.xxx for details on the BMO InvestorLine’s eDocuments service. Additional fees may apply if you ask us to mail you paper account statements. Please refer to the “Commission & Fee Schedule” at xxx.xxxxxxxxxxxxxxx.xxx. You acknowledge and agree to the following: • Electronic Documents replace and stand for the originals. • You will no longer receive by mail paper copies of the documents available through eDocuments. However, we reserve the right, in our sole discretion, to deliver a paper copy by mail or other means in addition to, or in lieu of, making such document available through eDocuments. • To access eDocuments, please sign into your BMO InvestorLine account, select the ‘MyPortfolio’ tab and then ‘eDocuments’. • At this time, the following types of documents are available through eDocuments: Trade Confirmations, Prospectuses, Amendments, Information Statements, Offering Memoranda, Information Memoranda, Account Statements, Notices, and Fund Facts. To view a list of the types of documents available in the eDocuments service, please sign into your BMO InvestorLine account, select the ‘My Portfolio’ tab and then ‘eDocuments.’ • We reserve the right to determine which types of documents are available through eDocuments – including by adding or removing types of documents from the service - from time to time. You will be bound by any such future changes. If we make such a change to the list of types of documents available through eDocuments, we may provide you with notice in accordance with the terms of this BMO InvestorLine Account Agreement.

Appears in 1 contract

Samples: www.bmoinvestorline.com

Electronic Document Delivery. Unless you advise us otherwise, you have consented to the electronic delivery of all account statements, trade confirmations, notices, regulatory documents, and other materials through the BMO InvestorLine eDocuments service. Please refer to “Important Information about eDocuments” at xxx.xxxxxxxxxxxxxxx.xxx for details on the BMO InvestorLine’s eDocuments service. Additional fees may apply if you ask us to mail you paper account statements. Please refer to the “Commission & Fee Schedule” at xxx.xxxxxxxxxxxxxxx.xxx. You acknowledge and agree to the following: Electronic Documents replace and stand for the originals. You will no longer receive by mail paper copies of the documents available through eDocuments. However, we reserve the right, in our sole discretion, to deliver a paper copy by mail or other means in addition to, or in lieu of, making such document available through eDocuments. To access eDocuments, please sign into your BMO InvestorLine account, select the ‘MyPortfolio’ tab and then ‘eDocuments’. At this time, the following types of documents are available through eDocuments: Trade Confirmations, Prospectuses, Amendments, Information Statements, Offering Memoranda, Information Memoranda, Account Statements, Notices, and Fund Facts. To view a list of the types of documents available in the eDocuments service, please sign into your BMO InvestorLine account, select the ‘My Portfolio’ tab and then ‘eDocuments.’ We reserve the right to determine which types of documents are available through eDocuments – including by adding or removing types of documents from the service - from time to time. You will be bound by any such future changes. If we make such a change to the list of types of documents available through eDocuments, we may provide you with notice in accordance with the terms of this BMO InvestorLine Account Agreement.

Appears in 1 contract

Samples: www.bmoinvestorline.com

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Electronic Document Delivery. Unless you advise us otherwise, you have consented to the electronic delivery of all account statements, trade confirmations, notices, regulatory documents, and other materials through the BMO InvestorLine eDocuments service. Please refer to “Important Information about eDocuments” at xxx.xxxxxxxxxxxxxxx.xxx for details on the BMO InvestorLine’s eDocuments service. Additional fees may apply if you ask us to mail you paper account statements. Please refer to the “Commission & Fee Schedule” at xxx.xxxxxxxxxxxxxxx.xxx. You acknowledge and agree to the following: • Electronic Documents replace and stand for the originals. • You will no longer receive by mail paper copies of the documents available through eDocuments. However, we reserve the right, in our sole discretion, to deliver a paper copy by mail or other means in addition to, or in lieu of, making such document available through eDocuments. • To access eDocuments, please sign into your BMO InvestorLine account, select the ‘MyPortfolio’ tab and then ‘eDocuments’. • At this time, the following types of documents are available through eDocuments: Trade Confirmations, Prospectuses, Amendments, Information Statements, Offering Memoranda, Information Memoranda, Account Statements, Notices, and Fund Facts. To view a list of the types of documents available in the eDocuments service, please sign into your BMO InvestorLine account, select the ‘My Portfolio’ tab and then ‘eDocuments.’ • We reserve the right to determine which types of documents are available through eDocuments – including by adding or removing types of documents from the service - from time to time. You will be bound by any such future changes. If we make such a change to the list of types of documents available through eDocuments, we may provide you with notice in accordance with the terms of this BMO InvestorLine Account Agreement. Optional Email Notification • Whenever an eDocument is posted on the BMO InvestorLine website, you will receive notice in the BMO InvestorLine Portal. You agree that you will monitor the BMO InvestorLine Portal regularly and that the posting on our website of any documents available through eDocuments constitutes adequate notice and delivery of such documents. • Notwithstanding the preceding paragraph, notifications will not be provided in the BMO InvestorLine Portal advising that your tax document has been posted. Instead, you will receive notification by email from BMO InvestorLine informing you that your tax document has been posted to the eDocuments section of the website. You agree that receipt of these notifications by email concerning your tax documents is a mandatory and integral part of your Account. • Upon your request, we can email an additional notice to you whenever eDocuments are posted. If you ask to receive automatic email notices, when we send these notices to the last email address in our records you will be deemed to have received the notice on the same day it was sent, unless it was sent on a non-business day or after 5pm EST on a business day, in which case, you will be deemed to have received the notice on the following business day. • You acknowledge and agree that you are responsible for ensuring that any email address that you give us is accurate and up to date and will immediately provide us with any changes to your email address. We may not monitor or take any action with respect to any returned or rejected emails and we will not be responsible for lost or undeliverable emails. In the event we receive notice of a returned or rejected email, the delivery of eDocuments and notices will be governed by the terms of the BMO InvestorLine Account Agreement that apply to Clients who have opted out of receiving additional notices by email. • If you opt-out of receiving additional notices by email, you will only receive notices from us through the BMO InvestorLine Portal and you will be deemed to have received notice and delivery of a document available through the eDocument service on the same day it is posted on the BMO InvestorLine website. Storage of eDocuments Documents available through eDocuments service will be available on the BMO InvestorLine website for a minimum of 7 years (while you are enrolled). If you have indicated that you want to receive paper copies, these documents are not archived electronically on the BMO InvestorLine website and accounts statements are only kept for 16 months while your account is open and active. If you wish to preserve a permanent copy of an eDocument, you should save it on your computer or print a paper copy. You agree that you have the necessary technical ability, resources and software to access the documents available through eDocuments, and agree that you will maintain sufficient resources and software to continue to access these documents, during your enrolment in the eDocuments service.

Appears in 1 contract

Samples: www.bmoinvestorline.com

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