For PhilEquity :
INITIAL INVESTMENTS
ACCOUNT OPENING REQUIREMENTS
For individuals
1. Please accomplish the following forms:
• Account Opening Form - Individual (2 copies) ( I have a form for this)
• Investment Application Form (1 copy) ( I have a form for this)
• Investor Risk Profiling Questionnaire (1 copy) ( I have a form for this)
• Signature Card (1 copy) ( I have a form for this)
2. Please submit a photocopy of 2 valid IDs (at least 1 government-issued ID). Valid IDs are those which contain a photo of yourself, your complete name and your visible signature and have not expired.
For institutions
1. Please accomplish the following forms:
• Account Opening Form - Institutions (2 copies)
• Investment Application Form (2 copies)
• Signature Card (2 copies)
2. Please submit the following documents:
• Certified True Copy of:
o SEC Registration
o Articles of Incorporation
o By-Laws
• Board Resolution
o States that Corporation is authorized to invest in Philequity
o Lists authorized signatories
• Two (2) valid IDs of all authorized signatories. Valid IDs are those which contain a photo of yourself, your complete name and your signature and have not expired.
I will help you in filling this out.