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COL FINANCIAL GROUP, INC. CitisecOnline.com, Inc.

2401-B East Tower, Philippine Stock Exchange Centre 2401-B East Tower, Philippine Stock Exchange Centre Exchange Road, Ortigas Center, Pasig City, 1605 Philippines Exchange Road, Ortigas Center, Pasig City, 1605 Philippines Customer Hotline +632 651 5888 Fax +632 636 3512 Customer ServiceService Hotline (632) 6-333-777 Fax No.No. (632) 6-363-512 Email Address: helpdesk@colfinancial.com Email Address: helpdesk@citiseconline.com

Customer Account Information Form


(Please select one)

INDIVIDUAL
PERSONAL INFORMATION
Last Name First Name Middle Name Gender Date of Birth (Month/Day/Year) Place of Birth (Town/City/Province) Citizenship Tel. No. / Mobile No. Facsimile No. Email Address Residential Address

JOINT OR

OTHERS

ACCOUNT NO. ________________ SECONDARY ACCOUNT HOLDER

Please fill up clearly in BLOCK LETTERS and affix signature(s). PRIMARY ACCOUNT HOLDER

Landicho Ian Jansen Lono


X r

Male

Female

Male

Female

Filipino

Other _______________

Filipino

Other _______________

Civil Status Name of Spouse (if applicable)

r r

Single Married

r r

Separated Widowed

r r

Single Married

r r

Separated Widowed

ADDITIONAL INFORMATION
Employment Status TIN or SSS / GSIS No. Name of Employer / Business Office Tel. No. Office Address

PRIMARY ACCOUNT HOLDER

SECONDARY ACCOUNT HOLDER

r r
TIN

Employed Self-employed

r r

Retired r Unemployed Others ______________


SSS / GSIS No.

r r
TIN

Employed Self-employed

r r

Retired r Unemployed Others ______________


SSS / GSIS No.

DISCLOSURES
Are you a corporate officer or director of a PSE-listed company? Are you an officer or employee of another Broker / Dealer? Other Brokers where you have an account.

PRIMARY ACCOUNT HOLDER

SECONDARY ACCOUNT HOLDER

r r

Yes

r r

No

r r

Yes

r r

No

If yes, specify company name ___________________________

If yes, specify company name ___________________________

Yes

No

Yes

No

If yes, specify company name and provide a consent letter from employer. ___________________________________________

If yes, specify company name and provide a consent letter from employer. ___________________________________________

1. 2.

1. 2.

FINANCIAL & INVESTMENT PROFILE


Assets Net Worth Annual Income Source(s) of Income Investment Experience Investment Objectives (List 1-4 in order of priority)

PRIMARY ACCOUNT HOLDER

SECONDARY ACCOUNT HOLDER

r r r r r r r r

<500,000 <10 Million <500,000 <10 Million <500,000 Salary Retirement None

r r r r r r r

<1 Million r <5 Million Over 10 Million <1 Million r <5 Million Over 10 Million <1 Million

r r r r r

<500,000 <10 Million <500,000 <10 Million <500,000

r r r r r

<1 Million r <5 Million Over 10 Million <1 Million r <5 Million Over 10 Million <1 Million

Over 1 Million

Over 1 Million

Business r Investments Others _________________

Limited

Good

Extensive

r Salary r Business r Investments r Retirement r Others _________________ r None r Limited r Good r Extensive
_______ _______ _______ _______ Capital Preservation Long-term Investment Growth Speculation

_______ _______ _______ _______

Capital Preservation Long-term Investment Growth Speculation

MAILING OF INVOICES, MONTHLY STATEMENT OF ACCOUNT AND OTHER COMMUNICATIONS


On February 1, 2007, the Securities and Exchange Commission granted COL Financial Group, Inc. (formerly CitisecOnline.com, Inc.) (COL) exemptive relief from SRC Rule 30.2-2 and SRC Rule 52.1-8. Hence, all confirmation invoices, monthly statement of account and all other communications shall be sent via electronic mail to customers email address.

CUSTOMER BANK ACCOUNT DETAILS


Bank Account Name Bank Name Bank Account Number Bank Address

I/We confirm that all the information given in this CAIF are true and correct. COL is hereby authorized to verify the same from whatever sources it may consider appropriate. Any misrepresentation made on the submitted documents is sufficient ground for legal action against me/us and the rejection of this application. Should this application be denied, COL has no obligation on its part to furnish the reason for such rejection. Signature(s)

Primary Account Holder APPLICATION REQUIREMENTS

Date

Secondary Account Holder

Date

A. BASIC REQUIREMENTS: 1. Minimum cash/check deposit payable to COL Financial Group, Inc. for opening of the following accounts: Regular Trading Account - Php 25,000; and Easy Investment Program (EIP) Account - Php 5,000; 2. Photocopy of one (1) identity document issued by the Philippine Government e.g. passport, drivers license, SSS/GSIS ID, Professional Regulation Commission (PRC) ID, and Comelec Voters ID. (Please present original for verification); 3. Two (2) copies of Specimen Signature Cards; and 4. Online Securities Trading Agreement duly signed. B. ADDITIONAL REQUIREMENTS FOR THE FOLLOWING: 1. Without face-to-face opening of account - a latest copy of any of the following documents must be submitted: Public Utility Bill, Credit Card Statement or Bank Statement. 2 Resident Foreigners - include a photocopy of: a. Alien certificate of registration (ACR) issued by the Bureau of Immigration; OR b. A Certification to engage in business or working permit issued by the Department of Labor & Employment (DOLE). 3. Non-Resident Foreigners - include the following: a. Proof of Income certified by Employer; AND b. Identity Documents authenticated by Philippine Embassy or Consulate.

FOR COLS USE ONLY


ACCOUNT TYPE (Please select one)

EIP

REGULAR

PCG

OTHERS _______________________

Salesman/Referred By:

Processed By:

Date Opened:

Approved By:

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