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

How to Invest in Philippine Stock Market

for Php 5,000

www.tincrediblevp.wordpress.com 1

IN THIS TUTORIAL,

WE RECOMMEND

COL FINANCIAL

AS YOUR BROKER PARTNER

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

TIN(Tax Identification Number)

is required in your application

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

PHILIPPINE ID

For FILIPINO CITIZENS

Example:Passport, SSS, Driver’s license,

Voter’s ID

1. PHOTOCOPY

GOVERNMENT

ISSUED ID

FOR RESIDENT FOREIGNERS

2. ALIEN CERTIFICATE OF

REGISTRATION

For RESIDENT FOREIGNERS

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 HELPDESKhelpdesk@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 theirhotline (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 ownCOL 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)

METROBANKASIA UNITED BANK

OPTION 1

OVER-THE-COUNTER BILLS PAYMENT

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

METROBANKASIA UNITED BANK

OPTION 2

COL BUSINESS CENTER

2403-B EAST TOWER, PSE CENTREEXCHANGE 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 toCOLFinancial!

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 Visithttp://tinyurl.com/trulyrichclubtin

Open your browser and typeTinyurl.com/trulyrichclubtin

In Truly Rich Club

We follow a strategy called SAM

SAM meansStrategic 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!

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