How To Open A COL Account

You are reading this because you are planning to invest in the Philippine Stock Market through COL Financial Group, Inc. I say, you just made a good choice.

So, in opening a COL account, follow these simple steps:

Step 1 - Choose your account type

You can choose what kind of account you want to open.

COL Starter Account – Php 5,000.00

COL Plus Account – Php 25,000.00

COL Premium Account – Php 1M above

Step 2 - Application Forms

-Duly filled in Customer Account Information Form, Online Securities Trading Agreement and two copies Specimen Signature Card (download here).

Step 3 - 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                

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

         Source: COL Financial

Step 4 – Submission

After you have completed the requirements in step 2 & 3, you will send your application documents to their address;

2403-B East Tower, Philippine Stock Exchange Centre

Exchange Road, Ortigas Center, Pasig City, 1605 Philippines

You can send your documents via LBC courier or JRS express. You should not forget to email helpdesk@colfinancial.com and inform them you have sent your application forms. There will be someone assigned to track your application and your future transactions with COL. You will receive an email from them if your application was approved together with the instruction on how to fund your account. The email also contains your account number/transaction number with COL.

Step 4 – Fund your account

The complete instruction on how to fund your account will be sent to your email. To elaborate, you can deposit your initial fund to their account in BDO, BPI and Metrobank thru online banking (bills payment) or over-the-counter-payment. You can also go to their main office to submit all your requirements. Wire transfer via BDO is available for OFW.

After you have deposited your initial funding, you should send a scanned copy of your receipt to deposits@colfinancial.com.  You will receive an auto-generated reply as confirmation of your email or you can fax it thru +632 6346958. Your payment will be posted by the banks usually within 3 working days. After COL receive your payment, you will wait for 48 more hours and you will receive another email from COL that your account has been activated and is ready for use. This time, you can now log-in to your account and start buying stocks.

If in case you did not receive an email from COL after 48 hours, you can just email helpdesk@colfinancial.com and deposits@colfinancial.com and your help desk personnel. They will immediately activate it.

Hope this helps. Good luck!

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