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Bank of Montreal plans notes tied to 15 stocks on Ameriprise SRI list
New York, Sept. 4 – Bank of Montreal plans to price 0% notes due Oct. 7, 2016 linked to common stocks selected by Ameriprise Financial Services, Inc.’s investment research group for its July 2015 sustainable and responsible investing equity focus list, according to a 424B2 filing with the Securities and Exchange Commission.
The 15 underlying companies are Apple Inc., ACE Ltd., Bank of America Corp., Costco Wholesale Corp., Walt Disney Co., Ford Motor Co., Johnson & Johnson, Kimberly-Clark Corp., Coca-Cola Co., Kroger Co., NIKE, Inc., Starbucks Corp., Waste Management, Inc., WhiteWave Foods Co. and Xylem Inc.
The payout at maturity will be par plus 97.6% of the basket return.
BMO Capital Markets Corp. is the agent.
The notes will price on Sept. 25 and settle on Sept. 30.
The Cusip number is 06366RZ24.
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