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!
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