Monday, March 9, 2015

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How To Start Investing in the Stock Market

Step 1. Open a COL Financial  Account 
Fill out the application form, you have 2 options:
Option 1: Online
https://www.colfinancial.com/ape/Final2/home/RegistrationIndividual.asp

Option 2: Download all forms 

https://www.colfinancial.com/ape/Final2/home/pdfs/Individual%20Forms%20complete.pdf

Step 2: Complete this Additional Requirments:
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

Step 3: Submit Requirements and application form at Col Business Center 

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

You can submit it thru LBC or other couriers

(NOTE: Please note that COL Financial shall NOT accept documents/packages sent by the company EMS)

Step 4: Fund your account

After you send the application form and requirements at COL Financial, They will send your Account number (via email) That's the time you fund your account, all checks must be payable to COL  FINANCIAL GROUP INC, Please include your Name and COL account Number. Deposit your initial fund of P5000.00 to any BPI,  BDO Metrobank, Asi United Bank near you.

Step 5: Check your email if COL Financial sent your username and password (Check also the spam folder)


Step 6: Login your COL Account 
www.colfinancial.com

Step7: Buy your first Stock! Happy investing!


NOTE: If your new in Stock Market and If you need help, I suggest that you join Bo Sanchez’ TrulyRichClub because they’re incredible in teaching and guiding people how to invest for the future. For more details, Join Now! http://bosanchezmembers.com/amember/go.php?r=60875


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