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

WHY

Opening An Account is
very simple and easy.

It is the fastest growing
Online Broker in the
Philippines.

You can do all your
transactions ONLINE.

With just PHP 5000,
you can already start investing
in Philippine Stock Market

Open your browser

Type colfinancial.com

Welcome to ColFinancial
Webpage

DECIDE ON WHAT KIND OF
ACCOUNT YOU WILL OPEN
STEP 1

COL Financial Offers
3 Kinds of Accounts

1. COL Starter
Entry Level Account suitable for
Long-term Investing
Minimum Investment: Php 5,000

2. COL Starter Plus
Suitable for active traders
Minimum Investment: Php 25,000

3. COL Premium
For Premium Investors
Minimum Investment: Php 1,000,000

For New Investors,
we recommend Option 1
COL Starter

FILL OUT COL’S
APPLICATION FORM
STEP 2

There are 3 Forms you
need to fill out

1. Customer Account
Information Form

2. Foreign Account Tax
Compliance Act Disclosure

If your Not from US,
Tick “No” and sign the form

3. Online Securities Trading
Agreement

NOTE:
TIN(Tax Identification Number)
is required in your application

WHY?

It is for compliance of
BIR’s Revenue Regulations No.
1 Series of 2014 (RR 1-2014)

If you don’t have a TIN,
here’s a guide..

REQUIREMENTS
STEP 3

PHOTOCOPY
OF
PHILIPPINE ID
For FILIPINO CITIZENS

Example:
Passport, SSS, Driver’s license,
Voter’s ID

1. PHOTOCOPY
OF
GOVERNMENT
ISSUED ID
FOR RESIDENT FOREIGNERS

2. ALIEN CERTIFICATE OF
REGISTRATION
For RESIDENT FOREIGNERS

OR
WORK PERMIT FROM DOLE
For RESIDENT FOREIGNERS

AUTHENTICATION OF A
PHOTOCOPY OF ONE (1)
VALID PASSPORT
FOR NON-RESIDENT FOREIGN
CITIZENS

1. PHOTOCOPY OF ONE (1)
VALID GOVERNMENT
ISSUED ID OF THE PARENT
FOR IN-TRUST-FOR (ITF)
ACCOUNTS

2. BIRTH CERTIFICATE OF
APPLICANT
FOR IN-TRUST-FOR (ITF)
ACCOUNTS

Important note:
Photo and Signature on the ID
should be clear

SUBMISSION OF FORMS
AND REQUIREMENTS
STEP 4

SUBMIT IN PERSON ALL
SIGNED FORMS AND
REQUIREMENTS
OPTION 1

OFFICE ADDRESS:
COL Financial Group, Inc.
2403-B, East Tower, Philippine Stock Exchange
Center, Exchange Road, Pasig City 1605
Philippines

SEND ALL SIGNED FORMS
AND REQUIREMENTS
THROUGH COURIER
OPTION 2

OFFICE ADDRESS:
COL Financial Group, Inc.
2403-B, East Tower, Philippine Stock Exchange
Center, Exchange Road, Pasig City 1605
Philippines

If you’re outside Philippines,
Contact
COLFINANCIAL HELPDESK
helpdesk@colfinancial.com

SUBMIT THROUGH IREMIT
BRANCHES NEAR YOU
OPTION 3

IREMIT will check your
application in behalf of
COL Financial

SUBMIT THROUGH COL’S
MESSENGER (FOR METRO
MANILA)
OPTION 4

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

CONFIRMATION AND
APPROVAL
STEP 5

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

that your account is now activated

You will be given your own
COL Financial Account Number

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

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

Or send an email to
COLFinancial Helpdesk
helpdesk@colfinancial.com

FUND YOUR ACCOUNT
STEP 6

4 ways to Fund you Account

ONLINE BILLS PAYMENT
BANK OF THE PHILIPPINE ISLANDS (BPI)
BANCO DE ORO (BDO)
METROBANK
ASIA UNITED BANK
OPTION 1

OVER-THE-COUNTER BILLS PAYMENT
BANK OF THE PHILIPPINE ISLANDS (BPI)
BANCO DE ORO (BDO)
METROBANK
ASIA UNITED BANK
OPTION 2

COL BUSINESS CENTER
2403-B EAST TOWER, PSE CENTRE
EXCHANGE ROAD, ORTIGAS CENTER,
PASIG CITY, PHILIPPINES 1605
OPTION 3

OVERSEAS REMITTANCE
BANCO DE ORO (BDO)
IREMIT BRANCHES
OPTION 4

There will be a fee applicable
whenever you fund your account

Important note:
All Checks must be payable to
COL FINANCIAL GROUP, INC

Important note:
Include your Name and COL
Account No. at the back of the
check

COL USER NAME AND
PASSWORD
STEP 7

Once your Account is funded

You will receive your COL Log in
Details and Password

Go to COLFinancial Website

Enter you Log In Details and
Password

Click Log In

Welcome to
COLFinancial!

Change your Password

Click Home

Click Change Profile

Click Edit

Enter your Current Password

Enter your New Password

Click Change Password

Wait for 24hours before your
initial Php 5,000

Becomes available in your
account

Wait for 24hours before your
initial Php 5,000

To check,

Click Trade

Click Portfolio

You must be able to see your
initial investment here

You can now buy your first
stock! 

If you have Zero or limited
Knowledge Regarding Stock
market

Did you know that
Bro Bo Sanchez and his Team
can assist you?

Just Visit
http://tinyurl.com/trulyrichclubtin

Open your browser and type
Tinyurl.com/trulyrichclubtin

In Truly Rich Club

We follow a strategy called
SAM

SAM means
Strategic Average Method

The Truly Rich Club
will guide you

From the beginning of investing
in stock market.

In their Stock Updates,

They will help you
BUY LOW and SELL HIGH.

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

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

The Truly Rich Club.

HAPPY INVESTING!

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

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