COL FINANCIAL GROUP, INC.

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

Customer Account Information Form

(Please select one)
r INDIVIDUAL r JOINT OR r OTHERS ACCOUNT NO. ________________
Please fill up clearly in BLOCK LETTERS and affix signature(s).
PERSONAL INFORMATION PRIMARY ACCOUNT HOLDER SECONDARY ACCOUNT HOLDER
Last Name

First Name

Middle Name
Gender r Male r Female r Male r Female
Date of Birth (Month/Day/Year)

Place of Birth (Town/City/Province)

Citizenship r Filipino r Other _______________ r Filipino r Other _______________

Tel. No. / Mobile No.

Facsimile No.

Email Address

Residential Address

Civil Status
r Single r Separated r Single r Separated
r Married r Widowed r Married r Widowed
Name of Spouse (if applicable)
ADDITIONAL INFORMATION PRIMARY ACCOUNT HOLDER SECONDARY ACCOUNT HOLDER
Employment Status
r Employed r Retired r Unemployed r Employed r Retired r Unemployed
r Self-employed r Others ______________ r Self-employed r Others ______________
TIN SSS / GSIS No. TIN SSS / GSIS No.
TIN or SSS / GSIS No.

Name of Employer / Business

Office Tel. No.

Office Address

DISCLOSURES PRIMARY ACCOUNT HOLDER SECONDARY ACCOUNT HOLDER

Are you a corporate officer or r Yes r No r Yes r No
director of a PSE-listed
company? If yes, specify company name ___________________________ If yes, specify company name ___________________________

r Yes r No r Yes r No
Are you an officer or employee
If yes, specify company name and provide a consent letter from If yes, specify company name and provide a consent letter from
of another Broker / Dealer?
employer. ___________________________________________ employer. ___________________________________________

Other Brokers where you have 1. 1.

an account.
2. 2.
 FINANCIAL &
PRIMARY ACCOUNT HOLDER SECONDARY ACCOUNT HOLDER
INVESTMENT PROFILE
r <500,000 r <1 Million r <5 Million r <500,000 r <1 Million r <5 Million
Assets
r <10 Million r Over 10 Million r <10 Million r Over 10 Million

Net Worth
r <500,000 r <1 Million r <5 Million r <500,000 r <1 Million r <5 Million
r <10 Million r Over 10 Million r <10 Million r Over 10 Million

Annual Income r <500,000 r <1 Million r Over 1 Million r <500,000 r <1 Million r Over 1 Million

Source(s) of Income
r Salary r Business r Investments r Salary r Business r Investments
r Retirement r Others _________________ r Retirement r Others _________________
Investment Experience r None r Limited r Good r Extensive r None r Limited r Good r Extensive
_______ Capital Preservation _______ Capital Preservation
Investment Objectives _______ Long-term Investment _______ Long-term Investment
(List 1-4 in order of priority) _______ Growth _______ Growth
_______ Speculation _______ 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 Account Number

Bank Name 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)

P P
Primary Account Holder Date Secondary Account Holder Date
APPLICATION REQUIREMENTS
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)
r EIP r REGULAR r PCG r OTHERS _______________________
Salesman/Referred By: Processed By: Date Opened: Approved By: