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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 CAD1 or make at least 15 electronic equity and/or option commissionable trades over a three month period. Clients are included into the 5 Star Program the day following Program requirements being met.To qualify for the 5 Star Program, you must have a minimum asset level of $250,000 Canadian, footnote 1 or make at least 15 electronic equity and/or option commissionable 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, and CNQ market trades, the For option assignment and exercises, and C N Q market trades, the 按一般佣金收費表收費

  • 每筆交易單獨計價，沒有多筆交易的組合折扣。 For example, where multiple trades are made on the same account, for the same security, on the same exchange on the same side of the market on the same day, each trade is charged the applicable commission rate.All trades are charged on a per order basis and are not bundled for discounts.例如，同一證券的多筆交易由同一賬戶於同一天、同一市場和同一交易所進行，則每一筆交易會收取適當的佣金費率。

  • Commissions are charged in the currency of the security traded.Commissions are charged in the currency of the security traded.

  • Preferred interest rates do not apply to registered accounts, which receive Preferred interest rates do not apply to registered accounts, which receive 標準利率

  • BMO InvestorLine will reimburse transfer fees based on standard industry rates, to a maximum of $200 (CDN) per transfer, and may limit this offer at its discretion.B M O InvestorLine will reimburse transfer fees based on standard industry rates, to a maximum of $200 (C D N) per transfer, and may limit this offer at its discretion.

  • To qualify for the annual administration fee waiver, clients must belong to the 5 Star Program at the time the 註冊退休儲蓄計劃（RRSP） administration fee is being charged (December 31 of each year).To qualify for the annual administration fee waiver, clients must belong to the 5 Star Program at the time the R R S P administration fee is being charged (December 31 of each year).

  • Level II quotes (market depth) are only available for NASDAQ, the Toronto Stock Exchange and 多倫多證券交易所（TSX） Venture markets.Level II quotes (market depth) are only available for N A S D A Q, the Toronto Stock Exchange and T S X 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 Program.For accounts to be combined to qualify for the 5 Star Program, they must be owned and/or co-owned by the same client; or they may be linked to a single User I D registered under the 5 Star Program.如果您使用客戶I D存取您的賬戶，則合併價值將根據此客戶I D下的所有賬戶計算得出。如果在一個住家地址下有超過一個以上的客戶I D用戶，則在這些客戶I D下的所有資產將合併計算以確認是否符合5星計劃的資格。

  • 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.If your Client I D 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.This Program is not open to Investment Club and Partnership accounts. B M O InvestorLine 投資優惠線保留隨時將賬戶排除在外的權利。

  • 投資組合內持有的 一般佣金收費表 適用於非合格客戶。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 Program.For accounts to be combined to qualify for the 5 Star Program based on asset level, they must be owned and/or co-owned by the same client; or they may be linked to a single User I D registered under the 5 Star Program.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I D存取您的賬戶，則合併價值將根據此客戶I D下的所有賬戶計算得出。如果在一個住家地址下有超過一個以上的客戶I D用戶，則在這些客戶I D下的所有資產將合併計算以確認是否符合5星計劃的資格。

  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。