Client sales tool - Franklin Templeton Investments
Client sales tool - Franklin Templeton Investments
Client sales tool - Franklin Templeton Investments
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
The Callable Class Notes Series 4, issued by Bank of Montreal*,<br />
offer a potential 32.75% total return if called after three years and<br />
100% principal protection at maturity. The Notes are linked to<br />
<strong>Franklin</strong> <strong>Templeton</strong> Balanced Growth Portfolio, the most popular<br />
portfolio in our Quotential ® Program, the fastest growing<br />
managed solution in Canada.<br />
Benefits for You<br />
✓<br />
✓<br />
Potential 32.75% total return if called:<br />
You will receive a 32.75% total return if<br />
Bank of Montreal* calls the Notes after three<br />
years. If the Notes are not called, you still have the<br />
full growth potential of the underlying Portfolio if<br />
held to maturity.<br />
Growth potential:<br />
Access the underlying <strong>Franklin</strong> <strong>Templeton</strong> Balanced<br />
Growth Portfolio, a solution that offers a high<br />
concentration of equity to income – adding<br />
growth potential to a stable investment.<br />
✓<br />
✓<br />
Strength of reputation:<br />
Invest in a solution from <strong>Franklin</strong> <strong>Templeton</strong><br />
<strong>Investments</strong> and Bank of Montreal* – two<br />
financial services institutions with long and<br />
distinguished reputations as market leaders<br />
in Canada.<br />
100% principal protection:<br />
Your principal investment is 100% principal<br />
protected by Bank of Montreal*, as issuer,<br />
if held to maturity at six years.<br />
3 Simple Scenarios for Your Investment<br />
The Callable Class Notes provide the opportunity for superior growth and the security of principal protection<br />
at maturity.<br />
Value per Note<br />
$150<br />
$140<br />
$130<br />
$120<br />
$110<br />
$100<br />
$90<br />
2<br />
1<br />
3<br />
0 1 2 3 4 5 6<br />
Years<br />
Consider these three scenarios for your return on the bestLINK Note:<br />
1. Receive 32.75% total return if called: Bank of Montreal* calls (redeems) the Notes at year three and you receive<br />
32.75% total return, or 10% compounded annually.<br />
2. Receive Growth: You hold the Notes for six years until its maturity, and receive your initial investment plus<br />
all of the growth in the underlying Portfolio.<br />
3. Receive Principal Protection: The value of the underlying Portfolio drops, but you still receive your initial<br />
investment back at maturity.<br />
*The Notes are issued by and constitute direct, unconditional obligations of Bank of Montreal.
Change language