STARTING COL FINANCIAL
They have three types of trading platform:
1. COL Starter – an entry-level account suitable for long term investing with a minimum investment of Php 5,000.00; it provides access to basic research reports, standard market information and end-of-day charting data
2. COL Plus – for active traders with a minimum investment of Php 25K and provides streaming quotes, comprehensive research reports and live chart data with some customizable features
3. COL Premium – for premier investors with a minimum investment of Php 1M and provides access to all available features and a personal relationship manager dedicated to assist you
You may download the COL Application Forms here:
https://www.colfinancial.com/ape/Final2/home/open_an_account.asp#fill_out_our_application_forms
If you are unable to view the PDF file, then your computer needs the Adobe PDF Reader, which you can get from http://get.adobe.com/reader
After you open the PDF file, please PRINT the file and fill it up using a ballpen or ink-pen.
For Filipino OFWs, since you are Filipino citizens:
Photocopy of one (1) valid government issued ID
IMPORTANT: Photo and signature must be clear
Billing Statement - Recent, no later than 3 months past
Submit the Forms and Required Documents
COL BUSINESS CENTER
2403-B East Tower, PSE Centre
Exchange Road, Ortigas Center,
Pasig City, Philippines 1605
*Once all requirements are received a COL Financial sales officer will contact you via call or email to inform you of your COL Account No. and status of your application.
Please WAIT for the go-signal from COL Financial informing you of the approval of your application.
After COL Financial informs you that your application was approved, and after they let you know what your COL Account Number is, you can fund your account via online banking (BPI, BDO, Metrobank).
