5 STEPS IN OPENING ACCOUNT IN COL FINANCIAL GROUP, INC.

1. Choose Your Account.

TYPES OF ACCOUNT	COL STARTER PLUS	COL PLUS	COL PREMIUM
MINIMUM INVESTMENT	5000	25,000	1 MILLION
DESCRIPTION	§  An entry-level account suitable for long term investing. Provides access to basic research reports, standard market information, and end-of-day charting data.	§  For active traders. Provides streaming quotes, comprehensive research reports and live chart data with some customizable features.	§  For the premier investor. Provides access to all available features and a personal relationship manager dedicated to assist you.

2. Fill-out Application Forms

Option 1

Option 2

Online Application Form §  Fill out our online application form. Note: Tax Identification Number(TIN) is required. §  Print out the application form when done. §  Sign on the signature fields. *Download here:            ONLINE APPLICATION FORM ››

Download Application Forms §  Download and print out our application form. §  Duly fill out all forms: §  Customer Account Information Form (CAIF) Note: Tax Identification Number(TIN) is required. Click here to learn how to apply for a TIN ›› §  Online Securities Trading Agreement (OSTA) §  Specimen Signature Cards – 2 §  Sign on the signature fields.             DOWNLOAD ALL FORMS ›› (Ver Dec 1, 2014) *NOTE: Please use the latest Application Forms issued in Dec 1, 2014 which can be downloaded from the link above. Older application forms issued before this date will no longer be accepted.

3. Prepare Additional Requirements

FILIPINO CITIZENS	RESIDENT FOREIGN CITIZENS	NON-RESIDENT FOREIGN CITIZENS	IN-TRUST-FOR (ITF) ACCOUNTS
§  Photocopy of one (1) valid government issued ID §  Photo and signature must be clear §  Billing Statement - Recent, no later than 3 months past	§  Photocopy of one (1) valid government issued ID Photo and signature must be clear §  Alien Certificate of Registration (ACR) or Work Permit from DOLE §  Billing Statement - Recent, no later than 3 months past	§  Authentication of a photocopy of one (1) valid passport Photo and signature must be clear §  Proof of Income §  Billing Statement - Recent, no later than 3 months past	§  Photocopy of one (1) valid government issued ID of the parent Photo and signature must be clear §  Birth Certificate of the minor applicant §  Duly-signed ITF Supplementary Agreement Download here.  §  Billing Statement - Recent, no later than 3 months past

 


4. Submit Forms and Requirements

COL BUSINESS CENTER

• 2403-B East Tower, PSE Centre
  Exchange Road, Ortigas Center,
  Pasig City, Philippines 1605

5. Fund Your Account

ONLINE BILLS PAYMENT	OVER-THE-COUNTER     BILLS PAYMENT	COL BUSINESS CENTER	OVERSEAS REMITTANCE
§  Bank of the Philippine Islands (BPI) Click here for instructions ›› §  Banco de Oro (BDO) Click here for instructions ›› §  Metrobank Click here for instructions ›› §  Asia United Bank Click here for instructions ››	§  Bank of the Philippine Islands (BPI) View sample payment slip ›› §  Banco de Oro (BDO) View sample payment slip ›› §  Metrobank View sample payment slip ›› §  Asia United Bank View sample payment slip ››	§  2403-B East Tower, PSE Centre Exchange Road, Ortigas Center, Pasig City, Philippines 1605	§  Banco de Oro (BDO) Click here for instructions ›› §  iRemit (www.myiremit.com) The iRemit option has the following benefits: 1.     No need to send a receipt to COL Financial 2.     Faster crediting time 3.     Less charges

Disclaimer: I am not paid in promoting Col Financial Group, Inc. 

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• Reference: www.colfinancial.com