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Open an Account

CORPORATE ACCOUNTS



PERSONAL ACCOUNTS ››



Contact Us

  • helpdesk@colfinancial.com
  • COL Business Center
    2403B East Tower, Philippine Stock Exchange Center, Exchange Rd. Ortigas Center, Pasig City 1605 Philippines
  • (+632) 6 515 888
  • COL Investor Center - Makati
    Ground Floor, Citibank Tower,
    Valero corner, Villar Streets,
    Makati City 1227
    Philippines
  • (+632) 478 2954
    (+632) 478 3316
    (+632) 478 3275
  • COL Investor Center - Cebu
    Unit B205 Axis Entertainment Ave.
    Vibo Place, N. Escario St.
    Cebu City
    Philippines
  • (+6332) 261-8601
    (+6332) 261-8615
    (+6332) 261-8624
  • COL Investor Center - Davao
    2nd Floor Robinsons Cybergate,
    J.P. Laurel Ave., Bajada,
    Davao City 8000
    Philippines
  • (+6382) 287 8192
    (+6382) 287 8193
    (+6382) 287 8194
  • Office Hours
    M-F, 8:30 am to 5:30 pm
  • www.colfinancial.com
  • facebook.com/colfinancial
  • youtube.com/colfinancial
  • instagram.com/colfinancial
  • twitter.com/colfinancial

1. Choose your account type

COL PLUS

CORPORATE
Minimum Investment: P25,000

  • For active traders. Provides streaming quotes,
    comprehensive research reports and live chart data with
    some customizable features.

COL PREMIUM

CORPORATE
Minimum Investment: P1 Million

  • For the premier investor. Provides access to all available
    features and a personal relationship manager dedicated to
    assist you.



COMPARISON OF ACCOUNT FEATURES * (larger size)

2. Fill out our application forms

  • Corporate Account Information Form (CAIF)
    Online Securities Trading Agreement (OSTA)
    Specimen Signature Cards - 2

3. Prepare additional requirements

  • Photocopy of the following documents duly certified by the Corporate Secretary:
    • SEC Registration
    • Articles of Incorporation
    • By-Laws
    • Latest General Information Sheet (GIS) filled with the Securities & Exchange Commissions (SEC)
    • Latest Audited Financial Statements
  • Notarized Board Resolution
    • Authorizing corporation to open an account with COL Financial Group, Inc. and the designated officers authorized to transact and trade on behalf of the corporation.
  • Sworn Statement as to the existence or non-existence of beneficial owners
    Download sample here ››
  • Photocopy of one (1) identity document issued by the Philippine government of the authorized officers


4. Submit forms and requirements

COL BUSINESS CENTER

  • 2403-B East Tower, PSE Centre
    Exchange Road, Ortigas Center,
    Pasig City, Philippines 1605

Please note that COL Financial shall NOT accept documents/packages sent by the company EMS

*Once all requirements are received a sales officer will contact you via call or email to inform you of your COL Account No. and status of your application.

5. Fund your account

ONLINE BILLS PAYMENT


*Service Fee for deposits less than Php1,000 (please view our FAQs on Deposits & Withdrawals)



OVER-THE-COUNTER
BILLS PAYMENT



COL BUSINESS CENTER

  • 2403-B East Tower, PSE Centre
    Exchange Road, Ortigas Center,
    Pasig City, Philippines 1605


OVERSEAS REMITTANCE


*All checks must be payable to COL FINANCIAL GROUP, INC. Please include your Name and COL Account No. at the back.

More than just a portal for you to trade, COL Financial is a partner fully committed to help you invest wisely in the stock market. By working with us, you gain immediate access to everything you need to help you succeed.

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Tel: (632) 6-515-888 | Fax: (632) 636 3512 | or Email us