How To Open An Account in COL Financial

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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 STARTER
Minimum Investment: P5,000
Choose the account type
that best suits you
COL PLUS
Minimum Investment: P25,000
For active traders. Provides
streaming quotes, comprehensive
research reports and live chart date
with some customizable features.
that best suits you
that best suits you
For the premier investor. Provides
access to all available features and
a personal relationship manager
dedicated to assist you.
COL PREMIUM
Minimum Investment: P1 Million
Compare their differences
ACCOUNT
FEATURES
COL
STARTER
Minimum
Investment
P 5,000
COL
PLUS
Minimum
Investment
P 25,000
COL
PREMIUM
Minimum
Investment
P 1 Million
Trading
Features
Java Charts
End-of-day Live Live
Market Data
!"#$"%& Streaming Streaming
Price Ticker
Call Out Embedded Embedded
ACCOUNT
FEATURES
COL
STARTER
Min. Investment
P 5,000
COL
PLUS
Min. Investment
P 25,000
COL
PREMIUM
Min. Investment
P 1 Million
Research
Economic Indicators ! ! !
Strategy Reports ! ! !
Investment Guide ! !
Morning Notes ! ! !
Company Updates / Reports &
Snapshots
! ! !
Weekly Bulseye ! ! !
Technical Guide ! ! !
Tech Spotlight ! ! !
ACCOUNT
FEATURES
COL
STARTER
Minimum
Investment
P 5,000
COL
PLUS
Minimum
Investment
P 25,000
COL
PREMIUM
Minimum
Investment
P 1 Million
Account
Support
Customer Support
! ! !
Investment
Facility
Easy Investment
Program (EIP) Facility
! ! !
ACCOUNT
FEATURES
COL
STARTER
Minimum
Investment
P 5,000
COL
PLUS
Minimum
Investment
P 25,000
COL
PREMIUM
Minimum
Investment
P 1 Million
Value-Added
Services
Margin Facility (Subject to
requirements)
! !

Broker Information
! !
Expanded 6-Pack
! !
Relationship Manager
!
Download and fill out the
following application forms:
Customer Account Information Form (CAIF)
Online Securities Trading Agreement (OSTA)
Specimen Signature Cards (2 copies)
To download forms, go to
www.colfinancial.com
Click on Open an Account
Or Click on Open an
Account at the bottom
Scroll down and click
on the link below:
Print and fill-out the
Customer Account
Information Form (CAIF)
Start with Personal Info in
CAIF form
Check on Individual check box if
applying for an Individual Account
Note: Choose only one type of Account
Check on Joint check box if
applying for a Joint Account
CAIF form
If opening an account for Minor,
check on Others check box and type
ITF (In Trust For)
ITF
CAIF form
CAIF form
Leave Account
No. blank
ITF
Normally, just
check on Cash
If you choose Individual Account,
just fill in the basic personal
information of the Primary Account
Holder. Leave the Secondary
Account Holder blank.
CAIF form
CAIF (Individual Account)
Dela Cruz
Juan
Santos
!

06/14/1973
!
09172543232
N/A
jsdelacruz@yahoo.com
Lot 7, Block 9
Paco, Manila
!
Petra Z. Dela Cruz
If you choose Joint Account, just fill
in the basic personal information of
the Primary and Secondary Account
Holder. Secondary Account Holder
can be your spouse, parent, sibling,
relative or friend.
CAIF (Joint Account)
!

!

Dela Cruz
Juan
Santos
06/14/1973
09172543232
!
N/A
Lot 7, Block 9
Paco, Manila
!
Petra Z. Dela Cruz
!

Dela Cruz
Petra
Zamora
!

03/23/1974
09182543112
N/A
pzdelacruz@yahoo.com
Lot 7, Block 9
Paco, Manila
Juan S. Dela Cruz
CAIF (Joint Account)
CAIF (Others ITF)
Petra Z. Dela Cruz
!

!

Dela Cruz
Juan
Santos
!

06/14/1973
09172543232
N/A
Lot 7, Block 9
Paco, Manila
!
!

!

Dela Cruz
Juanito
Zamora
09/12/2005
N/A
N/A
Lot 7, Block 9
Paco, Manila
N/A
If you are a student, check on
Others check box in the Primary
Account Holder and write student on
the blank provided. You also need a
photocopy of your student I.D.
Additional Info in CAIF form
is not mandatory
!

student
is not mandatory
If you are a student or
unemployed, then TIN, SSS, GSIS
and Employer Info are no longer
applicable to you so just indicate
N/A on each field. Otherwise, you
need to fill out all fields as
applicable
is not mandatory
!

student
N/A N/A
N/A
N/A
N/A
N/A N/A
N/A
N/A
N/A
is not mandatory
Disclosures in CAIF form
The basic assumption here is you are a first
time investor. So normally you just check on all
No check box and write N/A to all other vacant
fields (if you don't have accounts on other
brokers/dealers and/or you have no existing
account in COL Financial. Otherwise, you have
to write the name of brokers that you deal with
and/or write your existing account number with
COL Financial).
!

!

!

!

N/A
N/A
N/A
N/A
N/A
N/A
Disclosures in CAIF form
Financial and Investment
profile in CAIF form
This is for investor profiling
purposes only. You can just
check the minimum amount
if you are not sure of the
actual figure.
!
!
!
Check the sources of
your income as applicable
!
If you don't know your
Investment Objectives, just
rank them (1-4) in any way
you want to. There's no right
or wrong answer anyway.
1
2
3
4
!
Your name and
signature here
Name of partner (Joint)
or child (ITF) here
Customer Bank Account
Details in CAIF form
For convenience you need to open an
account in any of the following Banks:
Bank of the Philippine Islands (BPI)
Banco de Oro (BDO)
Metrobank (MBT)
Also, don't forget to sign
the Primary Account Holder
and the date of signing.
Secondary Account
Holder is applicable for
Joint Account or ITF
For ITF Accounts, you need to fill out a
Supplementary Agreement
Name and
signature here
Date

here
For ITF Accounts, you need to fill out a
Supplementary Agreement
Print and fill-out the OSTA
Print and fill-out the OSTA
In the last page of OSTA
Your mailing address here
Month & year
here
Day here
Name and signature
of Primary Account
Holder here
Name and signature
of Secondary Account
Holder here (if
applicable)
Specimen Signature
Cards (2 copies)
Leave this
blank
Check the
Account Type
!
Specimen Signature
Cards (2 copies)
Write your
name here
Write your complete
address here
!
Dela Cruz, Juan S.
Bgy. Ginebra, San Miguel, Bulacan
Specimen Signature
Cards (2 copies)
Write your telephone
number, TIN and
citizenship
820-7771
123-123-123 FILIPINO
Specimen Signature
Cards (2 copies)
Your signatures
here (2X)
Specimen Signature
Cards (2 copies)
Your partners
signatures here (2X)
Specimen Signature
Cards (2 copies)
Note: If OFW or Balikbayan, copy of Employment
Contract with current address will do
Prepare and attach
additional Requirements
Prepare and attach
Prepare and attach
Prepare and attach
Submit and mail forms and
requirements to:
COL BUSINESS CENTER
2403-B East Tower , PSE Centre
Exchange Road, Ortigas Center
Pasig City, Philippines 1605
Note: Once all requirements are received, a
sales officer will contact you via call or email to
inform you of your COL Account No. and status
of your application.
If within Metro Manila, you can have it picked
up. Just call 651-5888
Submit and mail forms and
requirements to:
Fund your Account via
Online Bills Payment
Bank of the Philippine Islands (BPI) online bills payment
Banco de Oro (BDO) online bills payment
Banco de Oro (BDO) online bills payment
Metrobank online bills payment
Metrobank online bills payment
Fund your Account via Over-
the-counter Bills Payment
Banco de Oro (BDO)
Banco de Oro (BDO)
Metrobank
Metrobank
For Overseas Remittance:
OVERSEAS REMITTANCE INSTRUCTIONS

Overseas remittance is a wire transfer from your
foreign remitting bank/center to our local bank.
Charges and transaction days vary per remitting
bank/center. You may print this instruction out to
present to your remitting bank/center as it contains
all of the information they need for the transaction.
For Overseas Remittance:
IMPORTANT NOTE: Kindly email us your confirmation slip for
verification and easier tracking for your credit
Or go to:
COL BUSINESS CENTER
2403-B East Tower , PSE Centre
Exchange Road, Ortigas Center
Pasig City, Philippines 1605
Or go to:
Note: Once all requirements are received, a
sales officer will contact you via call or email
to inform you of your COL Account No. and
status of your application

If within Metro Manila, you can have it picked
up. Just call 651-5888
For inquiries about COL Financial
services, please contact their
Customer Service Hotline at:

Hotline: 651-5888
Fax: 636-3512
Email: helpdesk@colfinancial.com
3.4,2*.5(67
TheStockMarketCrusader is not
in anyway related to COL Financial.
We don't get paid for endorsing it.
However, we are recommending it
because we are actually using it and
so far we are very much satisfied with
its services.
Thank You!
visit www.TheStockMarketCrusader.com for more about Stock Market Investing

How To Open An Account in COL Financial

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