It was in February of last year that the Securities and Exchange Commission (SEC) had approved the corporate name change from CitisecOnline.com, Inc. to COL Financial Group, Inc.
It was also last year that the company introduced the beta version of its new website.
 |
| the old and the new |
I’ve been using the new website ever since it was launched, and I would advise you to do the same. Why?
1. Well, usually new versions are way better than the old ones. Features are improved and new ones added. (Click here to access the Guide to the new site.)
3. In doing my tutorials, I use the new website interface. (There was a Truly Rich Club (TRC) member who said she couldn’t follow the procedure I posted because the screenshots were different from what she was seeing on her screen. I called her up and found out she was still viewing the old site.)
In fact, the only reason why you should access www.citiseconline.com is because of its EIP scheduler, which is still under development into the new site.
Let's all start using www.colfinancial.com so we’d all be in the same page!
Thanks & God bless,
P.S. COL Financial, Inc. is the recommended Stock Broker of Bro. Bo Sanchez to all his Truly Rich Club members. The TrulyRichClub is a membership Club that he had created to help people achieve Financial Wealth and Spiritual Abundance. It is a private group of individuals who have decided to do something about changing their beliefs and thinking—to gain the abundance mentality they need to change their lives forever. Bro. Bo provides them with the right tools, principles, and strategies to grow in their financial and spiritual life. To join this elite Club, click here.
Greetings!
ReplyDeleteThis is Mabel Roque, Customer Relations Officer from COL Financial Group, Inc. I’ll be the one to assist you regarding your Account Opening with us.
For the Account Opening, Below are the List of Requirements:
All account openings should have the following:
Customer Account Information Form (CAIF)
Online Securities Trading Agreement (OSTA)
Two (2) Signature Cards
Minimum deposit of COL PLUS – Php 25,000 / COL Starter – Php 5,000 / COL Premium – Php 1,000,000
*Note: Forms should be duly signed and properly filled out. No scanned or photocopy will be accepted. Erasures should have counter signatures or an amendment letter.
I. Filipino – included OFWs & Self-Employed
Non Face to Face
Clear Photocopy of (1) valid Government issued ID by the Philippine Government
o Note: Photo & Signature is important
o Note: Check that the birthday should be the same on the form
o Note: All signature in all forms must be consistent with the ID submitted
o Note: Kindly sign twice the copy of ID.
* Gov't issued ID's: VALID (Clear photocopy, back to back and sign the copy twice)
1. Passport
2. Unified ID
3. Driver's License
4. TIN ID (with picture)
5. SSS ID
6. Voter's ID
7. Senior Citizens ID
8. Philhealth ID (with picture)
9. Postal ID
10. GSIS ID (with picture and address)
* Secondary ID's: VALID (Clear photocopy, back to back and sign the copy twice), Provided with a clear copy of Birth Certificate or Marriage Certificate
1. Company ID
2. School ID
3. NBI / Police Clearance
Billing Statement
o Note: Lessee should still have a letter from the Lessor
o Note: If no bills under your Name, you may submit a copy of current bill under Parent’s or Sibling’s Name
o Note: Address must be consistent in all forms with the Proof of Billing submitted
* POOF OF BILLING: current photocopy
1. Phone Bill
2. Electric bill
3. Water bill
4. Cable bill
5. Internet bill
6. Insurance Policy
7. Bank statement
8. Credit card bill
9. Passbook with address
10. Club membership statement of account
11 . Club Association Statement of account
** FOR ITF Account opening, you may just prepare a clear photocopy of the Minor's Birth Certificate
*** TIN number is required for the Primary account holders. Any Individual ages 18 years old and above, who will invest will be required to get a TIN number, In case you do not have an existing TIN, you may refer to the BIR’s website ( http://www.bir.gov.ph/reginfo/regtin.htm) on how to procure one. Self-employed individuals, mixed income earners, and employees may also procure their TIN through the BIR’s eRegistration System ( https://ereg.bir.gov.ph/ereg/welcome.do).
You may scan and email to me first all your duly filled-out forms and complete requirements so that I could check it before you send it out to me via courier.
Sincerely,
MABEL D. ROQUE
Customer Relations Officer
COL FINANCIAL GROUP, INC.
2403-B East Tower, PSE Centre
Exchange Road, Ortigas Center
Pasig City 1605 Philippines
Mobile No.: +63928-9373000
Fax No.: +632 636 3512
maribel.roque@colfinancial.com
www.colfinancial.com
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