Want to venture into stock investment? Join COL Financial; it's one of the best online stock brokers in town. I'm just about to join COL; I have already submitted my documents except for one, my TIN number.
I'm creating a Trading Account; that's for those who'd like to invest a minimum of 25000 Php. For those with a at least 5000 Php in hand, they may opt to take the EIP or Easy Investment Program. The difference would have to be the research tools available for the investor. Trading accounts have better statistical tools and analyses results compared to EIP.
Now, how does one open an individual account with COL Financial? Here are four easy steps you need to know if you want to submit to become a stock owner via COL.
1. First, make sure that you have a TIN number. Get one at your nearest RDO (Regional District Office) but don't forget to bring the right documents (ask your nearest BRI branch to know what are needed, but usually requirements include Barangay Certification and NSO Birth Certificate). I'm still having difficulty getting my TIN number because there's some confusion as to which RDO of BIR I should be going to.
2. Check out the documents needed via this link or by clicking the links below. You'll need the following filled out:
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| Screenshot from COL Financial website |
- Customer Account Information Form
- Online Securities Trading Account
- Signature Cards (2 copies signed)
- plus a photocopy of any government-issued ID and your billing statement (billing statement stating your name, address and date of statement) NOTE: the billing statement is only needed when you're sending your requirements online
- for foreigners, check out the additional requirements needed
3. Now, once you've completed all these, proceed to the COL Financial Business Center. Its address is 2403B East Tower, Philippine Stock Exchange Center, Exchange Rd. Ortigas Center, Pasig City 1605 Philippines. To get to COL's business center, just ride an MRT and reach Shaw Boulevard Station.
Then, ask around where you could find San Miguel Corporation's Head Office, it's an awesome green (environment-friendly) building. To get to San Miguel Corp, walk along the sides of SM Megamall. You'll know it's San Mig if, while you're seeing a plant-filled building in front of you, your back's facing SM Megamall.
The Philippine Stock Exchange Center is found at the back of San Miguel Corp's main office so you'll have to roam around the vicinity of the Head Office in a clockwise manner. How can you make sure it's where you're headed? You'll come across the car entrance of San Miguel Corp's headquarters.
In just a few walks from there, you'll see the PSE Center. Cross the pedestrian lane leading to the road alongside it. Upon reaching PSE Center, just go the the 24th floor and find the business center.
Hope this information helped you open an investment account! Happy investing!
