5星計劃條款及細則

• To qualify for the 5 Star Program, you must have a minimum asset level of $250,000 CAD ^{註腳1 1} or make at least 50 electronic equity and/or option trades over a three month period. 一旦符合計劃的要求資格後，客戶在隔天即進入5星計劃。

• 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.

• 投資組合內持有的 註冊退休儲蓄計劃（RRSP） administration fee is $0 for all eligible accounts.

• Level 2 quotes (market depth) are only available for NASDAQ, the Toronto Stock Exchange and 多倫多證券交易所（TSX） Venture markets.

• 若多個賬戶要合併以獲得「5星計劃」的參加資格，該賬戶必須由同一人持有及/或共同持有；或各賬戶可連結至註冊於「5星計劃」的單一用戶ID。如果您使用客戶ID存取您的賬戶，則合併價值將根據此客戶ID下的所有賬戶計算得出。 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 計劃。

• 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.

• 本計劃不對「投資俱樂部」及「合夥人」賬戶開放。BMO InvestorLine reserves the right to exclude accounts at any time.

• 所有佣金收費及服務均可能改變。

請注意：

1. 若要合併多個賬戶以根據資產級別獲得「5星計劃」的資格，賬戶必須由同一客戶持有和/或共同持有；或賬戶可連結至註冊於「5星計劃」的單一用戶ID。若要合併多個賬戶以根據交易成交量獲得「5星計劃」的資格，賬戶必須由同一客戶持有和/或共同持有。如果您使用客戶ID存取您的賬戶，則合併價值將根據此客戶ID下的所有賬戶計算得出。 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 計劃。

2. 試用和計劃排除的計劃評估日期分別是3月31日、6月30日、9月30日及12月31日。