Huwebes, Oktubre 12, 2017

Step in Investing in Stock Market - Philippines

What is Stock Market?


     The stock market refers to the collection of markets and exchanges where the issuing and trading of equities (stocks of publicly held companies), bonds and other sorts of securities takes place, either through formal exchanges or over-the-counter markets. Also known as the equity market, the stock market is one of the most vital components of a free-market economy, as it provides companies with access to capital in exchange for giving investors a slice of ownership.


     In other words, you are going to buy a share of one company. A stock's price may go up while you own it. If it does, you can sell some or all of your shares for a profit if you want to, or you can hold onto it, which increases the value of your portfolio.

Risk of Investing in Stock Market


     Sometimes stock prices go down instead of up, so you could lose money if you sold when your stock's price dropped. Why do prices go down? Sometimes the whole stock market loses steam. Sometimes a company hits a rough patch. Sometimes investors get nervous and sell.

     If a company goes out of business, as some do, you could lose everything you'd invested in its stock if you didn't sold your shares in time. So you need to watch your stocks always. But don't worry there are so many applications that you can use to alert you whether when you can sell or buy a shares.

 

Benefits of Investing in Stock Market


     One of the primary benefits of investing in the stock market is the chance to grow your money. Over time, the stock market tends to rise in value, though the prices of individual stocks rise and fall daily. Investments in stable companies that are able to grow tend to make profits for investors. Likewise, investing in many different stocks will help build your wealth by leveraging growth in different sectors of the economy, resulting in a profit even if some of your individual stocks lose value.


How to invest in Stock Market in Philippines?


Before investing in stock market let me introduce you the top brokers here in the Philippines.



But what is broker?


     A broker is an individual or firm that charges a fee or commission for executing buy and sell orders submitted by an investor. Or simply, they are the one who will help you to buy a shares of a company.

Lazada Philippines  

If you already pick a broker, here is the guide on how you can register from each broker:

1. COL FINANCIAL GROUP INC.


COL Business Center
2403B East Tower, Philippine Stock Exchange Center, Exchange Rd. Ortigas Center, Pasig City 1605 Philippines
(+632) 6 515 888
Office Hours 
M-F, 8:30 am to 5:30 pm

Open an Account

  • 1. Choose your account type

  • 2. Fill out application forms
     a. Download Application Forms

         Download and print out our application form.


     b. Completely fill out all forms:

         Customer Account Information Form (CAIF)

         Foreign Account Tax Compliance Act (FATCA)

     c. The Online Securities Trading Agreement (OSTA) 

         should be read and kept by the account holder



Note: Tax Identification Number(TIN) is required. 



  • 3. Prepare additional requirements
FILIPINO CITIZENS


     Photocopy of one (1) valid government issued ID

     Photo and signature must be clear



RESIDENT FOREIGN CITIZENS


     Photocopy of one (1) valid government issued ID

     Photo and signature must be clear

     Alien Certificate of Registration (ACR)

     or Work Permit from DOLE



NON-RESIDENT

FOREIGN CITIZENS


     Authentication of a photocopy of one (1) valid passport
     Photo and signature must be clear

     IN-TRUST-FOR (ITF)
     ACCOUNTS
     Photocopy of one (1) valid government issued ID of the parent
     Photo and signature must be clear
     Birth Certificate of the minor applicant

  • 4. Submit forms and requirements
     You may personally submit originally signed forms and clear ID documents to COL Financial or through iRemit branches.
     You may also send the originally signed forms to COL Financial's Business Center. Once we receive your documents, a sales officer will review your application and schedule a video conference call for information verification.
Addresses are:

COL Business Center
     2403B East Tower, PSE Centre,
     Exchange Road, Ortigas Center,
     Pasig City 1605, Philippines
     (+632) 651 5888
COL Investor Center - Makati
     Ground Floor, Citibank Tower,
     Valero corner, Villar Streets,
     Makati City 1227, Philippines
     (+632) 478 2954 
     (+632) 478 3316
     (+632) 478 3275
COL Investor Center - Davao
     2nd Floor Robinsons Cybergate,
     J.P. Laurel Ave., Bajada,
     Davao City 8000, Philippines
     (+6382) 287 8192
     (+6382) 287 8193
     (+6382) 287 8194
Office Hours
     M-F, 8:30 am to 5:30 pm
IREMIT Branches (Abroad for Overseas Remittance)
     Click here for a list of their branch offices


  • 5. Fund your account


ONLINE BILLS PAYMENT

*Please see Bank Service fees here

     Bank of the Philippine Islands (BPI)
     Banco de Oro (BDO)
     Metrobank
     Asia United Bank

OVER-THE-COUNTER BILLS PAYMENT
     Bank of the Philippine Islands (BPI)
     Banco de Oro (BDO)
     Metrobank
     Asia United Bank

COL BUSINESS CENTER

  • 2403-B East Tower, PSE Centre
    Exchange Road, Ortigas Center, 
    Pasig City, Philippines 1605

OVERSEAS REMITTANCE

2. BPI SECURITIES (BPI TRADE)


BPI Trade Investors Hub
     3F BPI Head Office, Ayala Avenue corner Paseo de Roxas, Makati

Hotline numbers:
     816-9189 | 816-9724 | 845-5617

Email: 
     bpitrade@bpi.com.ph

Open an Account

     Visit online: Click here


3. ACCORD CAPITAL

Head Office:
     G/F Unit EC-05B East Tower, Philippine Stock Exchange Center,  Exchange Road, Ortigas                  Center, Pasig City 1605, Philippines

Binondo Branch:
     G/F Unit 101 MBTC Downtown Center Tytana  Plaza Lorenzo Ruiz, Binondo, 1006 Manila,              Philippines

Open an Account

     Open a Trading Account in just simple steps:

Register online here 
  1. 1. Check your email. We will send to you your registered username and temporary password for your viewing account* 
    *Viewing account is valid for fourteen (14) days only
  2. Fund your account for as low as Php5,000 via: 
    • Debit from Bancnet and Megalink ATM Accounts powered by Weepay
    • BDO or BPI Over-The-Counter Deposit
    • Walk-n Funding through Accord Capital Business Centers
    • BPI Bills Payment
  3. 3. Check your email. You will receive your accomplished Customer Account Information Form (CAIF), Signature Cards, Terms & Conditions, and Documents Checklist that you need to download, print, and sign.
  4. 4. Send a scanned copy of your accomplished Customer Account Information Form (CAIF), Signature Cards, Terms & Conditions, and Documents Checklist with: 
    1. 2 Primary IDs or 1 Primary ID and 2 Secondary IDs
      • Primary IDs: Passport, SSS ID,TIN ID,PRC ID (or Professional ID),Driver’s license 
        For Foreigners: Foreign Driver’s License, together with Alien Certificate of Registration (ACR)
      • Secondary IDs: Postal ID, Senior citizen card, Credit card, ATM card, Company ID (current employer), Student ID (current school year), Club Membership, Voter's ID
    2. Bank Statement of Account
Submit Original documents to us via:
  1. Pick-up Service
  2. Courier
  3. Mail Service
  4. Personal submission to any ACEC business centers:

    Head Office:
    G/F Unit EC-05B East Tower, Philippine Stock Exchange Center, 
    Exchange Road, Ortigas Center, Pasig City 1605, Philippines

    Binondo Branch:
    G/F Unit 101 MBTC Downtown Center Tytana 
    Plaza Lorenzo Ruiz, Binondo, 1006 Manila, Philippines


4. FIRST METRO SECURITIES


First Metro Securities Brokerage Corporation:
     18/ F PSBank Center,, 777 Paseo de Roxas, Makati, 1227 Kalakhang Maynila

Contact: 
     (02) 859-0600  

Open an Account

     1. Fill up First Metro Securities (FMSBC) on-line trading account application form.
     (Note: To avoid any error during the online registration, do not use any special characters (#,*.-). Also, do not leave any           field blank, type NA for not applicable fields.)

     Online Application: Click here 

     2. Print and sign on-line trading account application form, on-line trading agreement and signature cards.
     (NOTE: Printer is required for completing this application.)

     3. Assemble application documents and other requirements.

     4. Submit application documents and other requirements to designated locations.

     5. Wait for e-mail confirmation from FMSBC.
     (NOTE: DO NOT send funds until FMSBC confirms that account has been opened.)

5. WEALTH SECURITIES


Wealth Securities, Inc.,:
     Unit 2103 East Tower, PSE Center, Exchange Rd, Pasig, 1605 Metro Manila

Telephone Number/s:
      689-8000/634-5038

Open an Account

     1. Fill up Wealth Securities, Inc. (WSI) on-line trading account application form, and proceed to step 3.

     Online Application: Click Here

     2. Print and sign on-line trading account application form, on-line trading agreement and signature cards.
     (NOTE: Printer is required for completing this application.)

     3. Assemble application documents and other requirements.

     4. Submit application documents and other requirements to designated locations.

     5. Wait for e-mail confirmation from (WSI).
     (NOTE: DO NOT send funds until (WSI) confirms that account has been opened.)


6. AB CAPITAL SECURITIES


OFFICE:
     Units 1401-1403
     14th Floor Tower One & Exchange Plaza
     Ayala Triangle, Ayala Avenue
     Makati City, Metro Manila 1226
     Philippines

CONTACT:
     (632)-898-7555

Open an Account

     1. Fill up AB Capital Securities, Inc. (ABCSI) on-line trading account application form.

     Online Application: Click Here

     2. Print and sign on-line trading account application form, on-line trading agreement and signature cards.
     (NOTE: Printer is required for completing this application.)

     3. Assemble application documents and other requirements.

     4. Submit application documents and other requirements to designated locations.

     5. Wait for e-mail confirmation from (ABCSI).
     (NOTE: DO NOT send funds until (ABCSI) confirms that account has been opened.)


7. UNICAPITAL SECURITIES


Manila Office:
     Attention: UTrade Team – Unicapital Securities, Inc.
     3/F Majalco Building, Benavidez corner
     Trasierra Streets, Legaspi Village
     Makati City 1229

Cebu Office:
     Attention: Unicapital Securities, Inc.
     2/F Insular Life, Cebu Business Centre
     Mindanao Avenue cor. Biliran Road
     Cebu Business Park, Cebu City

CONTACT:
     (632)-898-7555

Open an Account

     1. Fill up the UTrade online trading account application form with your information. 
     (Note: Do not leave any field blank; type NA for fields which are not applicable to you)

     Online Form: Click here 

     2. Print and affix your signature in the required fields on the following forms:
     a. Account-opening Form
     b. Online Trading Service Agreement
     c. Two (2) Signature Cards
     (Note: A printer is required for completing this application)

     3. Collate your application documents and requirements.

     4. Submit application documents and requirements to:

     Manila Office:
     Attention: UTrade Team – Unicapital Securities, Inc.
     3/F Majalco Building, Benavidez corner
     Trasierra Streets, Legaspi Village
     Makati City 1229

     Cebu Office:
     Attention: Unicapital Securities, Inc.
     2/F Insular Life, Cebu Business Centre
     Mindanao Avenue cor. Biliran Road
     Cebu Business Park, Cebu City

     (Note: Please send your original documents. We cannot accept scanned or faxed copies.)

     5. Wait for UTrade’s email confirmation on how you can fund your UTrade account.

     For any questions, please call  direct line at 823-5344 or trunk line at 892-0991 to 96. You may also call Cebu Satellite            Office at (032) 266-6241.


8. ANGPING & ASSOCIATES SECURITIES


Business Address:
     20th flr The Peak Bldg., 107 L.P. Leviste St., Salcedo Vlg Makati City.

CONTACT:
     02-8482915

Open an Account

     1. Fill up AP Securities, Incorporated () online trading account application forms. 
     (NOTE: Printer is required for completing this application.)

     Online application: Click here 

     2. Print and sign online trading account application form, online trading service agreements, and signature cards.

     3. Assemble application documents and other requirements.

     4. Submit application documents and other requirements to designated locations.

     5. Wait for e-mail confirmation from APS and click on the verification link.
     (NOTE: If you did not receive it in your inbox, kindly check your spam or junk folder.)


9. RCBC SECURITIES


Business Address:
     21st flr., RCBC Plaza Tower 2, 6819 Ayala Avenue, Makati City, Philippines 0727

CONTACT:
     (+632) 894-9000 local 1681

Open an Account

     1. Fill up RCBC Securities, Inc. (RCBCSEC) on-line trading account application form, together with the following IRS               forms.
a. For US persons / Dual Citizens, kindly fill out the W9.
b. For Persons with US Indicia, kindly fill out W-8BEN.
c. For Renounced/Rescinded/Lost US. Citizenship/residency, kindly fill out a DS-4083.

     Online application: Click here 

     2. Print and sign on-line trading account application form, on-line trading agreement and signature cards and                                 Supplemental Terms and Conditions, together with the following IRS forms.
a. For US persons / Dual Citizens, kindly fill out the W9.
b. For Persons with US Indicia, kindly fill out W-8BEN.
3. For Renounced/Rescinded/Lost US. Citizenship/residency, kindly fill out a DS-4083.
     (NOTE: Printer is required for completing this application.)

     3. Assemble application documents and other requirements.

     4. Personally bring application documents and other requirements to RCBC Securities, Inc. 21st flr., RCBC Plaza Tower            2, 6819 Ayala Avenue, Makati City, Philippines 0727
     (NOTE: RCBCSEC Clients may be exempted from personal appearance.)

     5. Verify account through verification email sent to registered email.

     6. Make an initial deposit of at least P10,000 prior to account opening.
     (NOTE: Send Deposit Slip to kgmovilla@rcbc.coms.)


10. ABACUS SECURITIES


Business Address:
     Unit 2904A East Tower Philippine Stock Exchange Centre Exchange Road, Ortigas Center, Pasig        City 1600, Philippines

CONTACT:
     +(632) 667-8900

Open an Account


     You will need to fill out a “Customer Account Information Form (CAIF) which is available for download in our website or you can personally visit our office / branches. You will also to need to attach photocopy of 2 Identification papers showing your picture and signature (acceptable IDs: driver’s license, passport, company ID, any government issued IDs); Tax Identification Number (TIN); initial deposit of at least Php25,000.00 or any stock certificate for lodgment. Then deliver personally or send via return mail (if address outside Metro Manila) the completed and signed forms with the required documentation to:

     C/O RAQUEL ESCRAMAN
     CUSTOMER SERVICE GROUP
     ABACUS SECURITIES CORPORATION
     Unit 2904 East Tower, PSE Centre
     Exchange Road, Ortigas Center
     Pasig City 1600

Online Form:  Click here 



Lazada Philippines  

Sample account from Col-financial

Main Account - Home

Portfolio


If you want to learn more before investing in stocks, here are some videos that may help you to understand the stock market. :