how to invest in philippine stock market for php 5,000

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Page 1: How to invest in philippine stock market for php 5,000

How to Invest in Philippine Stock Market

for Php 5,000

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IN THIS TUTORIAL,

WE RECOMMEND

COL FINANCIAL

AS YOUR BROKER PARTNER

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WHY

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Opening An Account is

very simple and easy.

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It is the fastest growing

Online Broker in the

Philippines.

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You can do all your

transactions ONLINE.

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With just PHP 5000,

you can already start investing

in Philippine Stock Market

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Open your browser

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Type colfinancial.com

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Welcome to ColFinancial

Webpage

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DECIDE ON WHAT KIND OF

ACCOUNT YOU WILL OPEN

STEP 1

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COL Financial Offers

3 Kinds of Accounts

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1. COL Starter

Entry Level Account suitable for

Long-term Investing

Minimum Investment: Php 5,000

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2. COL Starter Plus

Suitable for active traders

Minimum Investment: Php 25,000

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3. COL Premium

For Premium Investors

Minimum Investment: Php 1,000,000

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For New Investors,

we recommend Option 1

COL Starter

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FILL OUT COL’S

APPLICATION FORM

STEP 2

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There are 3 Forms you

need to fill out

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1. Customer Account

Information Form

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2. Foreign Account Tax

Compliance Act Disclosure

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If your Not from US,

Tick “No” and sign the form

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3. Online Securities Trading

Agreement

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NOTE:

TIN(Tax Identification Number)

is required in your application

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WHY?

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It is for compliance of

BIR’s Revenue Regulations No.

1 Series of 2014 (RR 1-2014)

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If you don’t have a TIN,

here’s a guide..

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REQUIREMENTS

STEP 3

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PHOTOCOPY

OF

PHILIPPINE ID

For FILIPINO CITIZENS

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Example:Passport, SSS, Driver’s license,

Voter’s ID

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1. PHOTOCOPY

OF

GOVERNMENT

ISSUED ID

FOR RESIDENT FOREIGNERS

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2. ALIEN CERTIFICATE OF

REGISTRATION

For RESIDENT FOREIGNERS

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OR

WORK PERMIT FROM DOLE

For RESIDENT FOREIGNERS

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AUTHENTICATION OF A

PHOTOCOPY OF ONE (1)

VALID PASSPORT

FOR NON-RESIDENT FOREIGN CITIZENS

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1. PHOTOCOPY OF ONE (1)

VALID GOVERNMENT

ISSUED ID OF THE PARENT

FOR IN-TRUST-FOR (ITF) ACCOUNTS

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2. BIRTH CERTIFICATE OF

APPLICANT

FOR IN-TRUST-FOR (ITF) ACCOUNTS

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Important note: Photo and Signature on the ID

should be clear

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SUBMISSION OF FORMS

AND REQUIREMENTS

STEP 4

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SUBMIT IN PERSON ALL

SIGNED FORMS AND

REQUIREMENTS

OPTION 1

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OFFICE ADDRESS:COL Financial Group, Inc.

2403-B, East Tower, Philippine Stock Exchange Center, Exchange Road, Pasig City 1605

Philippines

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SEND ALL SIGNED FORMS

AND REQUIREMENTS

THROUGH COURIER

OPTION 2

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OFFICE ADDRESS:COL Financial Group, Inc.

2403-B, East Tower, Philippine Stock Exchange Center, Exchange Road, Pasig City 1605

Philippines

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If you’re outside Philippines,Contact

COLFINANCIAL [email protected]

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SUBMIT THROUGH IREMIT

BRANCHES NEAR YOU

OPTION 3

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IREMIT will check your application in behalf of

COL Financial

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SUBMIT THROUGH COL’S

MESSENGER (FOR METRO

MANILA)

OPTION 4

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Just make a request by calling theirhotline (02)651-5888

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CONFIRMATION AND

APPROVAL

STEP 5

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You will receive an email from COLFinancial within 3-6 days

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that your account is now activated

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You will be given your ownCOL Financial Account Number

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This is your log-in details and will be used in funding your account

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If you have not received any email,follow up in this hotline (02)651-5888

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Or send an email to COLFinancial Helpdesk

[email protected]

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FUND YOUR ACCOUNT

STEP 6

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4 ways to Fund you Account

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ONLINE BILLS PAYMENT

BANK OF THE PHILIPPINE ISLANDS (BPI)BANCO DE ORO (BDO)

METROBANKASIA UNITED BANK

OPTION 1

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OVER-THE-COUNTER BILLS PAYMENT

BANK OF THE PHILIPPINE ISLANDS (BPI)BANCO DE ORO (BDO)

METROBANKASIA UNITED BANK

OPTION 2

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COL BUSINESS CENTER

2403-B EAST TOWER, PSE CENTREEXCHANGE ROAD, ORTIGAS CENTER,

PASIG CITY, PHILIPPINES 1605

OPTION 3

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OVERSEAS REMITTANCE

BANCO DE ORO (BDO)IREMIT BRANCHES

OPTION 4

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There will be a fee applicable whenever you fund your account

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Important note: All Checks must be payable to

COL FINANCIAL GROUP, INC

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Important note: Include your Name and COL

Account No. at the back of the check

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COL USER NAME AND

PASSWORD

STEP 7

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Once your Account is funded

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You will receive your COL Log in Details and Password

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Go to COLFinancial Website

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Enter you Log In Details and Password

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Click Log In

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Welcome toCOLFinancial!

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Change your Password

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Click Home

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Click Change Profile

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Click Edit

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Enter your Current Password

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Enter your New Password

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Click Change Password

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Wait for 24hours before your initial Php 5,000

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Becomes available in your account

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Wait for 24hours before your initial Php 5,000

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To check,

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Click Trade

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Click Portfolio

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You must be able to see your initial investment here

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You must be able to see your initial investment here

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You can now buy your first stock!

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If you have Zero or limited Knowledge Regarding Stock

market

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Did you know that Bro Bo Sanchez and his Team

can assist you?

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Just Visithttp://tinyurl.com/trulyrichclubtin

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Open your browser and typeTinyurl.com/trulyrichclubtin

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In Truly Rich Club

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We follow a strategy called SAM

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SAM meansStrategic Average Method

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The Truly Rich Club will guide you

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From the beginning of investing in stock market.

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In their Stock Updates,

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They will help you BUY LOW and SELL HIGH.

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They will also provide you a list of undervalued stocks to buy

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So, watch out for my another tutorial on how to join

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The Truly Rich Club.

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HAPPY INVESTING!

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