Georgeson has been engaged by Bank of Montreal (BMO) to implement an asset reunification program to help reunite shareholders of BMO or a company that BMO has acquired, such as Marshall & Ilsley Corporation (M&I), with their unclaimed or lost assets.

What does this mean? Why did I receive this website information?

The program website has been provided by BMO to help ensure that all former shareholders of M&I receive their rightful cash and share entitlement.

There are two different types of shareholders to whom this program applies:

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    Lost shareholders of BMO

    Anyone who owned securities of BMO to whom the company has been unable to correspond with to deliver company meeting materials or dividend payments, resulting from an address change or some other change in circumstances, is considered a lost shareholder.

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    Former Shareholders of M&I

    Any shareholder of M&I who has not received their BMO shares following the company’s 2011 acquisition by BMO is considered a former shareholder. These former shareholders are “lost" shareholders of M&I and have yet to exchange their M&I share certificates for their BMO share entitlement.

What happened?

On July 5, 2011, M&I was acquired by BMO. As a result of the transaction, former shareholders of M&I are entitled to 0.1257 of a BMO share plus any accrued or unclaimed dividends for each M&I share owned.

BMO's press release includes additional details on this transaction.

What does this mean?

If you were a shareholder of M&I at the time that BMO acquired the company, you should have exchanged your M&I shares for the BMO shares to which you were entitled to as a result of the acquisition.

How do I claim my entitlement?

To claim your entitlement, you may choose one of the following options:

  • Visit the program website provided on your Asset Reunification Card and log on using the passcode provided.
  • Complete the claim form that was sent to you and mail it back to us, using the business reply envelope provided.
  • Call us, toll free at 1-866-962-0502 or collect at 514-982-2390.

"ASSET REUNIFICATION" is a registered trademark of Georgeson Shareholder Communications Canada Inc.