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Open an Account

CORPORATE ACCOUNTS



PERSONAL ACCOUNTS ››



Contact Us

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