How to Invest in Philippine Stock Market for Php 5,000 www.tincrediblevp.wordpress.com 1
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
If your Not from US,
Tick “No” and sign the form
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3. Online Securities Trading
Agreement
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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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
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
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
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
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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