Author Topic: Paano ba mag open ng COL Financial Account?  (Read 948 times)

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Ken312

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Paano ba mag open ng COL Financial Account?
« on: August 06, 2014, 10:18:25 AM »
Paano ba mag open ng COL Financial Account? ANo ano requirements tsaka magkano po initial?

Am interested sana

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Paano ba mag open ng COL Financial Account?
« on: August 06, 2014, 10:18:25 AM »

Mountain View

GreenMoney

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Re: Paano ba mag open ng COL Financial Account?
« Reply #1 on: August 06, 2014, 10:19:22 AM »
madali lang @Ken312. the question is, may pera ka na bang pag invest?

GreenMoney

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Re: Paano ba mag open ng COL Financial Account?
« Reply #2 on: August 06, 2014, 10:28:56 AM »
STEP 1. Open your browser, type www.colfinancial.com  in the address bar.



STEP 2. Click “Open an Account”. Choose your account type. There are three types of accounts to choose from, namely:



         COL STARTER – Ito ang account para sa mga long-term investors (gaya ko!) :)

            Minimum Investment: P5,000 
     
         COL PLUS – Ito naman ang account para sa mga active traders(buy & sell)

             Minimum Investment: P25,000
         COL PREMIUM – Ito naman ang account para sa mga corporates or premier investors.

             Minimum Investment: P1 Million

*For beginners, ang angkop na account para sayo ay ang COL STARTER, from the word itself, ito ay para sa mga nagsisimula palang na mag-invest sa Stock Market at suitable ito sa mga long-term investors. When I say long term, it means  10, 20, or 30 years kang mag-iinvest upang mahaba ang panahon para lumago ang iyong pera dito.

STEP 3. Fill-out the application forms. You have two(2) options :

·         OPTION 1 : Online Application Form
-          Fill-up the online application form
-          Print out the application form when done.
-          Sign on the signature fields.

NOTE : All field marked by asterisk(*) is mandatory.

·         OPTION 2 : Download All Forms
-          Download and print out the application form.
-          Duly fill out all forms:

<a href="https://www.colfinancial.com/ape/Final2/home/pdfs/col_all_personal_forms.pdf" target="_blank">https://www.colfinancial.com/ape/Final2/home/pdfs/col_all_personal_forms.pdf</a>


o   Customer Account Information Form (CAIF)
o   Online Securities Trading Agreement (OSTA)
o   Specimen Signature Cards - 2
-          Sign on the signature fields.




NOTE : You can download the application forms HERE.


STEP 4. Prepare Additional Requirements.
FILIPINO CITIZENS

§  Photocopy of one (1) valid government issued ID
Photo and signature must be clear
§  Billing Statement - Recent, no later than 3 months past


RESIDENT FOREIGN CITIZENS

§  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


NON-RESIDENT
FOREIGN CITIZENS

§  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



COL In-Trust-For Accounts
IN-TRUST-FOR (ITF)
ACCOUNTS

§  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


STEP 5. Submit Forms & Requirements to COL Financial to this address:

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


*Kapag narecieve na ng COL ang lahat ng inyong requirements, A Sales Officer will contact you via e-mail o di kaya’y tatawagan kayo sa inyong telepono para ibigay sa inyo ang inyong COL Account Number at Status ng inyong application.Pagkatapos nito ay sasabihin sa inyo kung pwede nyo ng pondohan ang inyong account. Basahin ang huling Step sa ibaba kung paano nyo mapopondohan ito.

STEP 6. Fund Your COL Account.

BPI Online Bills Payment Instruction
ONLINE BILLS PAYMENT

§  Bank of the Philippine Islands (BPI)
Download instructions here ››
<a href="https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-bpi.pdf" target="_blank">https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-bpi.pdf</a>


§  Banco de Oro (BDO)

Download instructions here ››
<a href="https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-bdo.pdf" target="_blank">https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-bdo.pdf</a>


§  Metrobank
Download instructions here ››
<a href="https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-mbt.pdf" target="_blank">https://www.colfinancial.com/ape/Final2/home/pdfs/fund-online-mbt.pdf</a>


OVER-THE-COUNTER
BILLS PAYMENT

BPI Deposit Slip

§  Bank of the Philippine Islands (BPI)
View sample payment slip ››



§  Banco de Oro (BDO)
View sample payment slip ››
§  Metrobank
View sample payment slip ››


COL BUSINESS CENTER

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



BDO Overseas Remittance
OVERSEAS REMITTANCE

§  Banco de Oro (BDO)
Download instructions here ››
<a href="https://www.colfinancial.com/ape/Final2/home/pdfs/fund-overseas-bdo.pdf" target="_blank">https://www.colfinancial.com/ape/Final2/home/pdfs/fund-overseas-bdo.pdf</a>




*All checks must be payable to COL FINANCIAL GROUP, INC. Please include your Name and COL Account No. at the back.


Good luck mga ka-Noypi sa pagsisimula ng inyong Investing journey sa Stock Market!

PinoySpecialist

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Re: Paano ba mag open ng COL Financial Account?
« Reply #3 on: August 06, 2014, 10:52:22 AM »
pwede po ba ofw dito?
« Last Edit: August 06, 2014, 10:52:45 AM by PinoySpecialist »

CodeRepublic

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Re: Paano ba mag open ng COL Financial Account?
« Reply #4 on: November 13, 2014, 11:24:35 PM »
There's an interesting COLFinancial tutorial i found here:

How To Fill Up COL Financial Application Forms, by Manny Viloria

BusinessManPH

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Re: Paano ba mag open ng COL Financial Account?
« Reply #5 on: June 30, 2017, 04:28:15 PM »
1. Choose your account type

COL STARTER

Minimum Investment: P5,000
 
◾ An entry-level account suitable for long term investing.
 Provides access to basic research reports, standard market
 information, and end-of-day charting data.
 

COL PLUS

Minimum Investment: P25,000
 
◾ For active traders. Provides streaming quotes,
 comprehensive research reports and live chart data with
 some customizable features.

 



COL PREMIUM

Minimum Investment: P1 Million
 
◾ For the premier investor. Provides access to all available
 features and a personal relationship manager dedicated to
 assist you.

 
COMPARISON OF ACCOUNT FEATURES * (larger size)
 


2. Fill out our application forms
 

 
DOWNLOAD ALL FORMS ››

 

*Please note that applications submitted and not funded within 3-months will require one to re-apply with new forms and IDs.
 
Download Application Forms ◾Download and print out our application form.
◾Completely fill out all forms: ◾ Customer Account Information Form (CAIF)
◾ Foreign Account Tax Compliance Act (FATCA)

◾ The Online Securities Trading Agreement (OSTA)
 should be read and kept by the account holder
 Note: Tax Identification Number(TIN) is required.
Click here to learn how to apply for a TIN ››   
Top ››

3. Prepare additional requirements



FILIPINO CITIZENS
 
◾ Photocopy of one (1) valid government issued ID
Photo and signature must be clear
 




RESIDENT FOREIGN CITIZENS
 
◾ Photocopy of one (1) valid government issued ID
Photo and signature must be clear
◾ Alien Certificate of Registration (ACR)
 or Work Permit from DOLE
 




NON-RESIDENT
FOREIGN CITIZENS
 
◾ Authentication of a photocopy of one (1) valid passport
Photo and signature must be clear
 




IN-TRUST-FOR (ITF)
ACCOUNTS
 
◾ Photocopy of one (1) valid government issued ID of the parent
Photo and signature must be clear
◾Birth Certificate of the minor applicant
 
Top ››

4. Submit forms and requirements

You may personally submit originally signed forms and clear ID documents to COL Financial or through iRemit branches.

You may also send the originally signed forms to COL Financial's Business Center. Once we receive your documents, a sales officer will review your application and schedule a video conference call for information verification.

Our Addresses are:



COL Business Center
 2403B East Tower, PSE Centre,
 Exchange Road, Ortigas Center,
 Pasig City 1605, Philippines

(+632) 651 5888


COL Investor Center - Makati
 Ground Floor, Citibank Tower,
 Valero corner, Villar Streets,
 Makati City 1227, Philippines

(+632) 478 2954

(+632) 478 3316

(+632) 478 3275


COL Investor Center - Davao
 2nd Floor Robinsons Cybergate,
 J.P. Laurel Ave., Bajada,
 Davao City 8000, Philippines

(+6382) 287 8192

(+6382) 287 8193

(+6382) 287 8194


Office Hours
 M-F, 8:30 am to 5:30 pm

 
 
 
IREMIT Branches (Abroad for Overseas Remittance)
 click here for a list of their branch offices

Top ››

5. Fund your account



ONLINE BILLS PAYMENT


*Please see Bank Service fees here
 
◾ 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 ››
 




OVER-THE-COUNTER
BILLS PAYMENT
 
◾ 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 ››
 




COL BUSINESS CENTER
 
◾ 2403-B East Tower, PSE Centre
 Exchange Road, Ortigas Center,
 Pasig City, Philippines 1605
 




OVERSEAS REMITTANCE
 
◾ 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
Click here for instructions ››
 

*All checks must be payable to COL FINANCIAL GROUP, INC. Please include your Name and COL Account No. at the back.



PesoRepublic.com | Your smart guide to money matters and entrepreneurship.

Re: Paano ba mag open ng COL Financial Account?
« Reply #5 on: June 30, 2017, 04:28:15 PM »

 

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