Scribd Logo
Upload

Welcome to Scribd!

  • 141 views

    By BO SANCHEZ

    Uploaded by

    Raymunda Rauto-avila
    This document provides instructions for properly filling out COL financial forms for different account types: - For individual accounts, only fill out the primary account holder section and leave the secondary section blank. - The forms collect basic personal details, employment information, disclosures, investment objectives ranked by priority, and optional bank details. - For joint accounts, fill out both the primary and secondary account holder sections. Secondary holders can be spouses, family, or friends. - For minor accounts, tick "Other" and write ITF (In Trust For). The secondary section contains the minor's details while the primary signs and dates. Supplementary forms are also required.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    By BO SANCHEZ

    Uploaded by

    Raymunda Rauto-avila
    141 views7 pages
    This document provides instructions for properly filling out COL financial forms for different account types: - For individual accounts, only fill out the primary account holder section and leave the secondary section blank. - The forms collect basic personal details, employment information, disclosures, investment objectives ranked by priority, and optional bank details. - For joint accounts, fill out both the primary and secondary account holder sections. Secondary holders can be spouses, family, or friends. - For minor accounts, tick "Other" and write ITF (In Trust For). The secondary section contains the minor's details while the primary signs and dates. Supplementary forms are also required.

    Original Description:

    part 5

    Original Title

    by BO SANCHEZ

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides instructions for properly filling out COL financial forms for different account types: - For individual accounts, only fill out the primary account holder section and leave the secondary section blank. - The forms collect basic personal details, employment information, disclosures, investment objectives ranked by priority, and optional bank details. - For joint accounts, fill out both the primary and secondary account holder sections. Secondary holders can be spouses, family, or friends. - For minor accounts, tick "Other" and write ITF (In Trust For). The secondary section contains the minor's details while the primary signs and dates. Supplementary forms are also required.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    141 views7 pages

    By BO SANCHEZ

    Uploaded by

    Raymunda Rauto-avila
    This document provides instructions for properly filling out COL financial forms for different account types: - For individual accounts, only fill out the primary account holder section and leave the secondary section blank. - The forms collect basic personal details, employment information, disclosures, investment objectives ranked by priority, and optional bank details. - For joint accounts, fill out both the primary and secondary account holder sections. Secondary holders can be spouses, family, or friends. - For minor accounts, tick "Other" and write ITF (In Trust For). The secondary section contains the minor's details while the primary signs and dates. Supplementary forms are also required.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 7

    !

    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !
    !

    HOW TO
    PROPERLY
    FILLOUT
    COL FORMS

    Lets start with an Individual Account. Tick o the 1st box (Individual). Most important thing to remember if
    its an individual applicaBon is that you need NOT ll out the Secondary Account Holder porBon.

    Look at the images rst and then read the descripBons that follow.

    The rst part is the Personal Informa-on. This is preLy basic. It just asks for your personal details like
    name, address, contact numbers, etc. Make sure you put your correct Email address. COL Financial is an online
    brokerage, and hence, most of its correspondence will be via email. (Always check your Spam folder as well for
    COLs iniBal email and add this email address to your Contacts).

    HOW TO PROPERLY FILLOUT COL FORMS: 2 of 7



    The 2nd part is Addi-onal Informa-on and it asks about your employment details. If you are unemployed, just
    Bck o that box and write N/A (Not Applicable) on the other boxes. Otherwise, answer all quesBons.

    The 3rd part is Disclosures. Again, preLy simple. Just answer either yes or no. If any part here doesnt apply to
    you, just write N/A.

    !
    !



    The 4th part is Financial and Investment Prole. Just for compliance sake, lets Bck o our choices here.

    For the Investment Objec-ves, all you need is to number them according to your priority.

    a. Capital Preserva5on, for lack of beLer explanaBon, is if you want to preserve your capital. You are
    very conservaBve in your approach to invesBng in that you want a guaranteed rate of return or at least just a
    return of what you originally invested.
    b. Long-term Investment is if you are ok to invest funds you wont be needing for at least 5 years or
    more.
    c. Growth is if you want your investments to grow at a rate faster than what regular banks give.
    HOW TO PROPERLY FILLOUT COL FORMS: 3 of 7

    d. Specula5on is if you have a very aggressive approach to invesBng. You are willing to take on higher
    risks just to have a higher rate of investment return.

    For Bank Informa5on, it is really up to you to ll this part out, but it is NOT mandatory that you have a bank
    account before you can open a COL account. If you dont have one (or you just dont want to divulge the info),
    you may just write N/A.

    On the signature part, just sign on the rst line (Primary Account Holder).



    Last is the signature part on page 4 of Online SecuriBes Trading Agreement. Please write your address on
    #25.2. Write the date when you signed the document. Write your name and sign on the rst signature line
    (Primary).

    We also have 2 signature cards to sign, same as what banks usually require us when we open an account with
    them.

    For Joint Accounts, it is basically the same procedure, except that you need to write down the details of the
    other party on the Secondary Account Holder porBon. Secondary Account Holders may be your spouse,
    parent, sibling, adult child, a friend, any relaBve or anyone for that maLer.

    !
    !
    !
    !

    HOW TO PROPERLY FILLOUT COL FORMS: 4 of 7

    For Minors (below 18 yrs), parents may open an ITF Account for them. This is how to ll out the app.


    Instead of Bcking o Individual, Bck o Others and write ITF. On the Secondary Account Holder porBon,
    write the details of the child.

    HOW TO PROPERLY FILLOUT COL FORMS: 5 of 7


    On the signature porBon, the adult signs as the Primary Account Holder on the rst line, and writes the name
    of the child on the second line. Be sure to put on the date when you accomplished the forms.


    Same thing here and on the signature cards. The adult writes his name and signs on the rst line, and writes
    the name of the child on the second line.

    In addiBon, the Primary Account Holder must print and sign the Supplementary Form for ITF Accounts, and
    aLach it to the app before submi_ng.

    HOW TO PROPERLY FILLOUT COL FORMS: 6 of 7

    There you have it. Now, that youve lled out the forms, just aLach a copy of your ID (please sign on the copy
    3x) and a billing statement (credit card, electric, water, mobile, phone, bank statement, etc.).

    Once everything is ready, either you submit personally to COL or have it picked up (within Metro Manila
    only). Call COLs hotline at 651-5888.

    For TrulyRichClub members, we do have a point person in COL to whom you can scan/email the documents
    rst before mailing just to make sure everything is ok to avoid delays.

    Thanks & God bless,


    !
    !

    If you have any related quesBons or want guidance please contact our Concierge Director, Ms. Joey via:

    !
    !

    1. Call/Text: 0917-8990296
    2. Ocial FB Page: hOps://www.facebook.com/TheOcialTrulyRichClub
    3. Email: supportgold@boclubs.com

    P.S. 1. COL Financial, Inc. is the recommended Stock Broker of Bro. Bo Sanchez to all his TRC Members.

    P.S. 2. Wanna join us at the Happiest Place on Earth? We do a meet and greet with Bro. Bo every Sunday at
    the Feast PICC. Please feel free to join us ajer the 3rd session. For Feast schedules in PICC and other areas
    around the metro, please refer to the right side of Kerygma Family homepage.

    HOW TO PROPERLY FILLOUT COL FORMS: 7 of 7

    You might also like