How to Open a Mutual Fund Account with PhilEquity?

FOR INITIAL INVESTMENTS

Step 1:

Download and review a copy of their prospectus

Step 2:

Accomplish and submit the following account opening documents based on your account type:

For Individual/Joint

Account Opening Form (AOF)

Investor Risk Profiling Questionnaire (IRPQ)

Investment Application Form (IAF)

Two (2) Signature Cards

One (1) Valid ID with signature of each investor

Additional requirements for In-Trust-For (ITF):

Birth Certificate of beneficiary

One (1) valid ID of beneficiary

Step 3:

The Minimum Initial Investment for Philequity Fund Inc. is Php 5,000.00 pesos.

Invest through the following mode of investment:

3.1 Check — indicate name of the fund (i.e. "Philequity Fund, Inc.") in the "Payable to" portion

3.2 Deposit directly to any of our accredited bank accounts:

Important: For investments in US dollar or to Philequity Dollar Income Fund we recommend transacting your deposit with Unionbank since their US Dollar cash deposit is not subject to clearing.

Step 4:

After you filled up the downloaded form, scan it and send it back to Phil Equity via email for review. Also incude a copy of your deposit receipt/check/Proof of Remittance.
Send Email To: invest@philequity.net

Step 5:

You will received a feedback from PhilEquity that your document and requirements is validated. You now need to send the original documents via Registered Mail.

Send it on this Address:

Philequity Management, Inc.

2005 East Tower, Philippine Stock Exchange Centre

Exchange Road, Ortigas Center, Pasig City, Philippines

That's it!

Few days after they received your documents, they will notify you via email  with a Confirmation Notice for your Initial Investment. 

CONGRATULATION! 

You just took the first step in preparing for a better future.

Mag-Invest Ka Pinoy is an IT Professional working in Singapore. He is an advocate of Financial Literacy in the Philippines. He founded Mag-Invest Ka Pinoy in year 2012 and started the website www.maginvestkapinoy.com. The mission of the website is to encourage every Filipino to learn how to Save, Invest their money and plan their Retirement.