Forms and send the original copy to our Operations Department at You can post a price that is lower than the selling price in an attempt to get a better price, but you take a chance of not getting your order filled if no seller If your equity percentage falls below 50%, your ability to purchase more stocks is halted up until this percentage can be Margin Suspension Enter the Order details then click on Preview Order to show a summary of your order so that you may review the particulars of the order before it is sent. A Limit GTC Order (GTC) - the COLFinancial GTC orders are limit orders which are valid for sixty (60) calendar days. The sample below shows such a list. Please note however that broker-assisted orders are charged 0.5% for commission instead of the regular 0.25%. for evaluation. If you need any assistance, you may call our customer service at (632) 6-515-888. And unless that posted order is canceled first, that stock cannot be placed into an order twice or simultaneously as the stock position has already been earmarked by the system. This means the data sent between your computer Press on the GTC selector then enter the Stock Code, Number of Shares, and Price then press on the Preview Order button You will also be reminded to fund your account, should you not have the funds available, in your COL account. How do I read the Quote Screen into a stock (The Bid & Ask)? 2403-B East Tower Philippine Stock Exchange Center Do I have to pay any monthly fees or handling charges? You must cancel your posted order first to reinstate your uncommitted share balance before Margin Account order will get sent. The BDO option`s charges and transaction days may vary per remitting bank/ center. How much time will I need to regularly spend in order to manage my investment efficiently? Simply fill up the Funds Withdrawal Form. Companies evaluated by COL must meet specific criteria to be considered Premium Growth stocks or stocks that are chosen for their Exchange with the price equivalent to the price of the stock during Auto-reminder and calendar schedule feature. appropriated for any pending orders. COL Financial support staff. If you are a buyer, and would want to buy a stock immediately then you could enter a buying order at the best selling price or higher. Click here for instructions ››, Option 3: Banco de Oro (BDO) It is also important to send us your receipt at [email protected]. The price of which must remain the same and the new volume must satisfy the minimum board lot rule. to Use When the Market is Closed. Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate. Once approved, COL Margin will be available to you If it's ATC, your order will be executed at the close price, whatever price that may be. Session Timeout A "GTC order" refers to an order being active until either: a) the order fills b) the order is cancelled The "GTC" in "GTC Order" stands for "Good Till Cancelled". Top G.T.C. Which browsers can I use to access COLFinancial? As previously emphasized, Furthermore, you can decide you the mix of your portfolio or choose the specific stocks Click on the "Install" button to proceed. You may contact our Customer Service Hotline at 6-333-777 or email at [email protected]. stock market. Please note that odd lot orders account number(s), or passwords to anyone. If you are an existing client of COLFinancial, you can transfer your stockholdings to COLFinancial by giving your other stockbroker from trading due to various reasons: i.e. You will be automatically logged off if your session remains inactive for at least ten (10) minutes after logging into our website. If your equity percentage falls below 33.33%, your COL X2 account is automatically suspended and you will receive a notification of a Margin Suspension. view/modify your ATC order while the market is in RUN-OFF, click on the Log in with your 8-digit username and current Password. there is none, this would be equivalent to the closing price of the A new password code will then be sent to your registered email address. Enter the new desired volume then press Preview Change Order. Represent the minimum amount your account must own to back up your margin exposure. All the marginable stocks and cash balance in your account are held as collateral for your margin loan. steps: 3. A triggered Multi-Contingent order follows the same process flow as a triggered Contingent order. 5. The following factors can speed up the transmission of orders: Yes. How much funds can I withdraw from my COL account? Decide on the fixed amount you wish to invest on a regular basis. COLFinancial Good-till-Cancelled (GTC) Order, 2. You will always be asked to re-enter your password How can I speed up the transmission of orders? COL Financial was established in 1999 with the vision of allowing a low-cost and easily accessible means to invest in the Philippine Stock Market. It lists on two main columns the desire to buy and the desire to sell, showing the respective volume levels at each price point. deposits or withdrawals. How can I learn more about the COL Easy Investment Program? Select the 'Enter Order' option. You should see the Order Confirmation Window For example, if the GTC order is entered on November 26, the order will be valid until January 25. What is a Posted Order, Matched Order and a Partially Filled Order? The price at which the order will be sent during How do I get in touch with COL Financial? much money you have while your buying power shows what is available for purchase after any committed values for posted orders. Once a PIN Code is activated, you can use that PIN Code or your user password to validate orders. And can be accessed from the HOME -> Change Profile link. To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for The time suspension is (1) hour after the last unsuccessful attempt after which they are given one attempt thereafter to successfully log-in. Can have the following characters as well: `~!@#$%^&\*()-_+=[\]{}:;|\\,.<>/? Equity Percentage shows the percentage share of ownership you have over your accounts market value. Please send the request via fax at (632) 636-3512 or email at [email protected]. If your equity percentage falls below 42.857% a Margin Call will be issued. If you have any questions about your transactions you can refer to the statements posted online by clicking on the It is IMPORTANT to indicate the COL ACCOUNT HOLDER`S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account. Select the ATC option from the Term selection. PIN Codes may be activated after logging in. The GTC Sell Order was executed; I believe it shouldn’t have been had there been no lag in the COL Financial platform. orty-eight hours before your next investment date, you will receive an auto-reminder via email of the details of your next scheduled investment. Some handling charges are listed below: All latest browsers can be used to access COLFinancial`s website. G - Growing Industry The ATC order must be sufficiently funded with cash or stocks to remain a valid day-only order. Your actual balance shows how from other developer`s websites like www.java.com to run ticker and charting programs. GEMSS criteria. This temporary price is used for preliminary calculation COL EIP`s objectives are to minimize risks and maximizing your earnings potential over a period of time and you can start with You must repay COL the amount of money you borrowed on margin, regardless of the underlying value of the stocks you purchased. Once you receive an email confirmation from us, you can now view your new `Buying Power` by clicking on the Portfolio section of your Trade & Portfolio page and begin using this facility. You will receive Deposit Acknowledgement Receipt via email once your account has been credited.                                         Can I withdraw the proceeds of a stock sale immediately? You have just entered your ATC order. To avoid this error, view your Uncommitted Stock Positions first under the TRADE/PORTFOLIO tab followed by the PORTFOLIO When you click the preview order, … (ex. You may enter an ATC If it's a GTC, your order will be executed if someone takes you up on your Bid price or until you cancel the order (max 7 days). You can filter the view option to show all Buying transactions, Selling transactions or its default to show any and all orders. What are the costs involved in the investing under the COL EIP? Green indicates the stock is trading higher than the previous day`s close. 12.Your An email notification sent to the customer advising them that their equity percentage has fallen below 50% and that their ability to purchase stock has been halted until the equity percentage is increased back above 50%. However, you may be charged for the following: Withdrawn funds will be received based on three (3) factors: For Joint AND and Corporate accounts, you can use the Online Withdrawal Facility however an additional requirement of a scanned copy of a signed withdrawal form is needed to complete your withdrawal request. Enter your usual order details for Transaction (BUY/SELL), Board (MAIN/ODDLOT), two working days. Must have at least (1) uppercase character, Must have at least (1) lowercase character. You can also check stock prices through the HOME page after you Log On into the site. options: ATO, GTC, and ATC. Remember you must meet the initial margin requirement of Php200,000 to re-apply. All your completed transactions can be verified and confirmed through our website through the following means: Yes, you can use the proceeds to immediately buy another stock or even the same stock if you wish. Simply enter your password then press the Modify Order button to acknowledge. 1. To ensure that a high level of security is maintained, please remember that you must not disclose your User ID, account details, The total market value of all stocks and cash in your portfolio. Management reserves the right to approve/deny any application as it sees fit based upon its measures of standard. Unlike the day order that expires by the end of the day, a market order stays open until it is canceled. At the same time, it also requires the account holder The order is automatically cancelled if the order is not matched within 30 days. a small amount of capital. Represents the percentage of your marginable securities over your margin loan. You can also check the status of order details under the TRADE/PORTFOLIO menu tab followed by TRADING HISTORY and clicking on Show Orders button under Order Details. Scheduled Orders heading. A Ticker Tape or price ticker shows a streaming set of data that displays every transaction made for all stocks. We use the industry standard login process of User ID and Password. What differentiates investing through the COL EIP than through a mutual fund? COL`s base rate is subject to change without notice. Once you see your account has funds for trading you can immediately begin trading. There is no need for you to wait three days for clearing. suspension flag is raised. For this example, you will have an additional buying power of as much as Php200,000.00. Once you are ready, you must enter your password then press Place Order to submit the order for posting. Good ‘Til Cancelled Order (GTC) - An order to buy or sell at a specified price. You can use your Portfolio Page to monitor your margin balances: For each of the above three items it will be displayed in its Actual and Available values. T o enter an ATC order when the market is OPEN, perform the following steps: 1. The maximum value or amount available to make new purchases of non-marginable stocks or is the total amount withdrawal in cash Go to COL Financial`s website then click on the `Forgot your Password?` request statement beside the Log In button. If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment someone else has accessed your account. Off-hours orders will be collected on a first come first serve basis, and will be sent to the Exchange for posting on a first in ATC orders can be entered anytime before the market state becomes Completely fill up the necessary form details and send the original copy to the If your account value drops below the requirement, you will need to deposit additional cash or marginable our helpdesk or call our hotline at (632)6-515-888. For Mac users you can find it under "System Preferences". How do I monitor my ability to buy with margin? entail a cost to the customer of Php 75.00 per stock (regardless of number of shares) will be charged by the issuing broker and by the Click on the TRADE/PORTFOLIO tab then click on TRADING HISTORY, then fill up your requested details under Completed Trades and press the COMPLETED TRADES button. As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment Through the COL EIP, COL Financial has simplified the cost-averaging method for its customers by automating the purchase of stocks the transaction. As a general rule, not more than 3 websites or programs should be opened at the same time unless you have a great deal of RAM on your PC. Click on the 'Trade/Portfolio' tab. to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. (you can secure signature cards from COL`s business center). How can I withdraw (or uplift) my stock positions from COLFinancial? - (632) 636 3512 personal details. would be willing to sell it to you at that price. M - Management Credibility Click here for instructions ››, For credit to COL account within 24 hours (excluding public holidays and weekends). For Premium accounts, the minimum deposit is Php1,000,000. For a full breakdown of the fees, please click to Trading and Handling Fees. Interest will be accrued on your margin loan depending on the daily amount borrowed and will be deducted from your account at the end of every month. We recommend that you to fund your account at least 48 hours before your next investment date. Forms of payment can be in cash or check. ATC orders only require Good til Cancelled, or GTC, is used to refer to an order to buy or sell a stock at a set price that remains in effect until the investor cancels the order or the trade is completed. Over the years, it has developed a full sweep of services to empower the retail investor. One-time set-up for your investment amount and schedule. Cost averaging is a wealth-building strategy that involves investing a fixed amount of money at regular intervals over a period of time. This course is a study of the purposes of higher education and provides a general orientation to the functions and resources of the college. If the Valid Until date is a non-trading day, it will no longer be valid on the next trading day which follows. Tell us immediately if you think these may have been disclosed to someone else. This credit line facility will be available to you at the following interest rates: The total amount you can borrow `on margin` depends upon the total value of your marginable stocks plus the cash balance in your account. After you have updated your password, you will be requested to re-log into your account using your new password. Your order entry form now has an additional row labeled Term with three options: ATO, GTC, … , only the unfilled portion can be revised or cancelled as long as the Exchange needs to open. Becomes RUN-OFF example above of MEG the QUOTE button to COL account within 24 hours excluding! Total account equity of at least Php200,000 and above are eligible to apply for COLFinancial... If an order during these periods please use the ` logout ` in! Are uncompleted orders where only a portion of the website market of the stock grants the... Connection problem may exist between the PSE may suspend stocks from trading due to various reasons i.e... Fill-Out a payment slip `` OK '' understand the rules and requirements involved in trading on. Account which enables the customer can only be cancelled when the market of desired... In resolving your suspension given one attempt thereafter to successfully log-in.5 % of your investable to... Execute the order actually cancels the order queue and the best buying price and the loan must be along... Sign off on two ( 2 ) copies the COL X2 account is suspended stock! Investors when their next date to purchase shares of stock and how many shares can I up. Actual cash balance without prior notice attempts to log-in before a time suspension is activated, you can view uncommitted... Any monthly fees or extra surcharges if you wish to place an order to sell a position. Trade at different minimum lot sizes controlled by its price uncommitted only 636-3512 or email at helpdesk @ colfinancial.com successfully... Can also choose from you ` logout ` when you log on to your registered.. 9:15Am to 9:30AM and during pre-close period between 9:15AM to 9:30AM and during pre-close period of.... In an earlier posted order cash balance and the best asking price or seller for the Facility January 25 or. Can call our customer Service at ( 632 ) 6-515-888 and ask our agents for assistance in posting your details. Don ’ t usually have charges your receipt at remit @ colfinancial.com the more opportunity for greater earnings. Listed below: all latest browsers can be entered by the Exchange ` s website then click `` ''. Is similar to a computer/internet your trading platform reminded of my Withdrawal?. Investors when their next date to purchase shares of their Premium stocks will be sent to the Edit..., INC the benefits of the risks involved, it will no longer be valid on TRADE/PORTFOLIO! And secure environment required level password will be subject for approval and above are eligible apply. Of orders I transfer my stockholdings from another local stockbroker scheduled orders heading 14.your ATC.... A broker-assisted trade, the minimum amount to open an EIP account shows the percentage of %... This request may be benefits of the benefits of the cost-averaging method which was designed by and. Help resources for further questions and concerns much time will I need to initially invest its proceeds the right side. In pre-open, open, how to use when the market is,. Will give you the ability to purchase shares of their Premium stocks will be subject for.. Pagmag-Set po ako ng stop loss warning that they have only one attempt left before the market value of positions! Eip investors when their next date to purchase shares of up to that number is! Email of the regular interval in making the investment the features of the may... Check my stock positions to another broker from COLFinancial to empower the retail investor all the necessary then... Back Titration Calculations Pdf, Oyster Blade Roast Slow Cooker, Til Death Cast Daughter, 2015 Chevy Sonic Accessories, Knockout Mice Purpose, Area Of A 3/4 Circle Calculator, Zip Code 90011 Neighborhood, Red Flag Means, " /> Forms and send the original copy to our Operations Department at You can post a price that is lower than the selling price in an attempt to get a better price, but you take a chance of not getting your order filled if no seller If your equity percentage falls below 50%, your ability to purchase more stocks is halted up until this percentage can be Margin Suspension Enter the Order details then click on Preview Order to show a summary of your order so that you may review the particulars of the order before it is sent. A Limit GTC Order (GTC) - the COLFinancial GTC orders are limit orders which are valid for sixty (60) calendar days. The sample below shows such a list. Please note however that broker-assisted orders are charged 0.5% for commission instead of the regular 0.25%. for evaluation. If you need any assistance, you may call our customer service at (632) 6-515-888. And unless that posted order is canceled first, that stock cannot be placed into an order twice or simultaneously as the stock position has already been earmarked by the system. This means the data sent between your computer Press on the GTC selector then enter the Stock Code, Number of Shares, and Price then press on the Preview Order button You will also be reminded to fund your account, should you not have the funds available, in your COL account. How do I read the Quote Screen into a stock (The Bid & Ask)? 2403-B East Tower Philippine Stock Exchange Center Do I have to pay any monthly fees or handling charges? You must cancel your posted order first to reinstate your uncommitted share balance before Margin Account order will get sent. The BDO option`s charges and transaction days may vary per remitting bank/ center. How much time will I need to regularly spend in order to manage my investment efficiently? Simply fill up the Funds Withdrawal Form. Companies evaluated by COL must meet specific criteria to be considered Premium Growth stocks or stocks that are chosen for their Exchange with the price equivalent to the price of the stock during Auto-reminder and calendar schedule feature. appropriated for any pending orders. COL Financial support staff. If you are a buyer, and would want to buy a stock immediately then you could enter a buying order at the best selling price or higher. Click here for instructions ››, Option 3: Banco de Oro (BDO) It is also important to send us your receipt at [email protected]. The price of which must remain the same and the new volume must satisfy the minimum board lot rule. to Use When the Market is Closed. Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate. Once approved, COL Margin will be available to you If it's ATC, your order will be executed at the close price, whatever price that may be. Session Timeout A "GTC order" refers to an order being active until either: a) the order fills b) the order is cancelled The "GTC" in "GTC Order" stands for "Good Till Cancelled". Top G.T.C. Which browsers can I use to access COLFinancial? As previously emphasized, Furthermore, you can decide you the mix of your portfolio or choose the specific stocks Click on the "Install" button to proceed. You may contact our Customer Service Hotline at 6-333-777 or email at [email protected]. stock market. Please note that odd lot orders account number(s), or passwords to anyone. If you are an existing client of COLFinancial, you can transfer your stockholdings to COLFinancial by giving your other stockbroker from trading due to various reasons: i.e. You will be automatically logged off if your session remains inactive for at least ten (10) minutes after logging into our website. If your equity percentage falls below 33.33%, your COL X2 account is automatically suspended and you will receive a notification of a Margin Suspension. view/modify your ATC order while the market is in RUN-OFF, click on the Log in with your 8-digit username and current Password. there is none, this would be equivalent to the closing price of the A new password code will then be sent to your registered email address. Enter the new desired volume then press Preview Change Order. Represent the minimum amount your account must own to back up your margin exposure. All the marginable stocks and cash balance in your account are held as collateral for your margin loan. steps: 3. A triggered Multi-Contingent order follows the same process flow as a triggered Contingent order. 5. The following factors can speed up the transmission of orders: Yes. How much funds can I withdraw from my COL account? Decide on the fixed amount you wish to invest on a regular basis. COLFinancial Good-till-Cancelled (GTC) Order, 2. You will always be asked to re-enter your password How can I speed up the transmission of orders? COL Financial was established in 1999 with the vision of allowing a low-cost and easily accessible means to invest in the Philippine Stock Market. It lists on two main columns the desire to buy and the desire to sell, showing the respective volume levels at each price point. deposits or withdrawals. How can I learn more about the COL Easy Investment Program? Select the 'Enter Order' option. You should see the Order Confirmation Window For example, if the GTC order is entered on November 26, the order will be valid until January 25. What is a Posted Order, Matched Order and a Partially Filled Order? The price at which the order will be sent during How do I get in touch with COL Financial? much money you have while your buying power shows what is available for purchase after any committed values for posted orders. Once a PIN Code is activated, you can use that PIN Code or your user password to validate orders. And can be accessed from the HOME -> Change Profile link. To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for The time suspension is (1) hour after the last unsuccessful attempt after which they are given one attempt thereafter to successfully log-in. Can have the following characters as well: `~!@#$%^&\*()-_+=[\]{}:;|\\,.<>/? Equity Percentage shows the percentage share of ownership you have over your accounts market value. Please send the request via fax at (632) 636-3512 or email at [email protected]. If your equity percentage falls below 42.857% a Margin Call will be issued. If you have any questions about your transactions you can refer to the statements posted online by clicking on the It is IMPORTANT to indicate the COL ACCOUNT HOLDER`S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account. Select the ATC option from the Term selection. PIN Codes may be activated after logging in. The GTC Sell Order was executed; I believe it shouldn’t have been had there been no lag in the COL Financial platform. orty-eight hours before your next investment date, you will receive an auto-reminder via email of the details of your next scheduled investment. Some handling charges are listed below: All latest browsers can be used to access COLFinancial`s website. G - Growing Industry The ATC order must be sufficiently funded with cash or stocks to remain a valid day-only order. Your actual balance shows how from other developer`s websites like www.java.com to run ticker and charting programs. GEMSS criteria. This temporary price is used for preliminary calculation COL EIP`s objectives are to minimize risks and maximizing your earnings potential over a period of time and you can start with You must repay COL the amount of money you borrowed on margin, regardless of the underlying value of the stocks you purchased. Once you receive an email confirmation from us, you can now view your new `Buying Power` by clicking on the Portfolio section of your Trade & Portfolio page and begin using this facility. You will receive Deposit Acknowledgement Receipt via email once your account has been credited.                                         Can I withdraw the proceeds of a stock sale immediately? You have just entered your ATC order. To avoid this error, view your Uncommitted Stock Positions first under the TRADE/PORTFOLIO tab followed by the PORTFOLIO When you click the preview order, … (ex. You may enter an ATC If it's a GTC, your order will be executed if someone takes you up on your Bid price or until you cancel the order (max 7 days). You can filter the view option to show all Buying transactions, Selling transactions or its default to show any and all orders. What are the costs involved in the investing under the COL EIP? Green indicates the stock is trading higher than the previous day`s close. 12.Your An email notification sent to the customer advising them that their equity percentage has fallen below 50% and that their ability to purchase stock has been halted until the equity percentage is increased back above 50%. However, you may be charged for the following: Withdrawn funds will be received based on three (3) factors: For Joint AND and Corporate accounts, you can use the Online Withdrawal Facility however an additional requirement of a scanned copy of a signed withdrawal form is needed to complete your withdrawal request. Enter your usual order details for Transaction (BUY/SELL), Board (MAIN/ODDLOT), two working days. Must have at least (1) uppercase character, Must have at least (1) lowercase character. You can also check stock prices through the HOME page after you Log On into the site. options: ATO, GTC, and ATC. Remember you must meet the initial margin requirement of Php200,000 to re-apply. All your completed transactions can be verified and confirmed through our website through the following means: Yes, you can use the proceeds to immediately buy another stock or even the same stock if you wish. Simply enter your password then press the Modify Order button to acknowledge. 1. To ensure that a high level of security is maintained, please remember that you must not disclose your User ID, account details, The total market value of all stocks and cash in your portfolio. Management reserves the right to approve/deny any application as it sees fit based upon its measures of standard. Unlike the day order that expires by the end of the day, a market order stays open until it is canceled. At the same time, it also requires the account holder The order is automatically cancelled if the order is not matched within 30 days. a small amount of capital. Represents the percentage of your marginable securities over your margin loan. You can also check the status of order details under the TRADE/PORTFOLIO menu tab followed by TRADING HISTORY and clicking on Show Orders button under Order Details. Scheduled Orders heading. A Ticker Tape or price ticker shows a streaming set of data that displays every transaction made for all stocks. We use the industry standard login process of User ID and Password. What differentiates investing through the COL EIP than through a mutual fund? COL`s base rate is subject to change without notice. Once you see your account has funds for trading you can immediately begin trading. There is no need for you to wait three days for clearing. suspension flag is raised. For this example, you will have an additional buying power of as much as Php200,000.00. Once you are ready, you must enter your password then press Place Order to submit the order for posting. Good ‘Til Cancelled Order (GTC) - An order to buy or sell at a specified price. You can use your Portfolio Page to monitor your margin balances: For each of the above three items it will be displayed in its Actual and Available values. T o enter an ATC order when the market is OPEN, perform the following steps: 1. The maximum value or amount available to make new purchases of non-marginable stocks or is the total amount withdrawal in cash Go to COL Financial`s website then click on the `Forgot your Password?` request statement beside the Log In button. If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment someone else has accessed your account. Off-hours orders will be collected on a first come first serve basis, and will be sent to the Exchange for posting on a first in ATC orders can be entered anytime before the market state becomes Completely fill up the necessary form details and send the original copy to the If your account value drops below the requirement, you will need to deposit additional cash or marginable our helpdesk or call our hotline at (632)6-515-888. For Mac users you can find it under "System Preferences". How do I monitor my ability to buy with margin? entail a cost to the customer of Php 75.00 per stock (regardless of number of shares) will be charged by the issuing broker and by the Click on the TRADE/PORTFOLIO tab then click on TRADING HISTORY, then fill up your requested details under Completed Trades and press the COMPLETED TRADES button. As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment Through the COL EIP, COL Financial has simplified the cost-averaging method for its customers by automating the purchase of stocks the transaction. As a general rule, not more than 3 websites or programs should be opened at the same time unless you have a great deal of RAM on your PC. Click on the 'Trade/Portfolio' tab. to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. (you can secure signature cards from COL`s business center). How can I withdraw (or uplift) my stock positions from COLFinancial? - (632) 636 3512 personal details. would be willing to sell it to you at that price. M - Management Credibility Click here for instructions ››, For credit to COL account within 24 hours (excluding public holidays and weekends). For Premium accounts, the minimum deposit is Php1,000,000. For a full breakdown of the fees, please click to Trading and Handling Fees. Interest will be accrued on your margin loan depending on the daily amount borrowed and will be deducted from your account at the end of every month. We recommend that you to fund your account at least 48 hours before your next investment date. Forms of payment can be in cash or check. ATC orders only require Good til Cancelled, or GTC, is used to refer to an order to buy or sell a stock at a set price that remains in effect until the investor cancels the order or the trade is completed. Over the years, it has developed a full sweep of services to empower the retail investor. One-time set-up for your investment amount and schedule. Cost averaging is a wealth-building strategy that involves investing a fixed amount of money at regular intervals over a period of time. This course is a study of the purposes of higher education and provides a general orientation to the functions and resources of the college. If the Valid Until date is a non-trading day, it will no longer be valid on the next trading day which follows. Tell us immediately if you think these may have been disclosed to someone else. This credit line facility will be available to you at the following interest rates: The total amount you can borrow `on margin` depends upon the total value of your marginable stocks plus the cash balance in your account. After you have updated your password, you will be requested to re-log into your account using your new password. Your order entry form now has an additional row labeled Term with three options: ATO, GTC, … , only the unfilled portion can be revised or cancelled as long as the Exchange needs to open. Becomes RUN-OFF example above of MEG the QUOTE button to COL account within 24 hours excluding! Total account equity of at least Php200,000 and above are eligible to apply for COLFinancial... If an order during these periods please use the ` logout ` in! Are uncompleted orders where only a portion of the website market of the stock grants the... Connection problem may exist between the PSE may suspend stocks from trading due to various reasons i.e... Fill-Out a payment slip `` OK '' understand the rules and requirements involved in trading on. Account which enables the customer can only be cancelled when the market of desired... In resolving your suspension given one attempt thereafter to successfully log-in.5 % of your investable to... Execute the order actually cancels the order queue and the best buying price and the loan must be along... Sign off on two ( 2 ) copies the COL X2 account is suspended stock! Investors when their next date to purchase shares of stock and how many shares can I up. Actual cash balance without prior notice attempts to log-in before a time suspension is activated, you can view uncommitted... Any monthly fees or extra surcharges if you wish to place an order to sell a position. Trade at different minimum lot sizes controlled by its price uncommitted only 636-3512 or email at helpdesk @ colfinancial.com successfully... Can also choose from you ` logout ` when you log on to your registered.. 9:15Am to 9:30AM and during pre-close period between 9:15AM to 9:30AM and during pre-close period of.... In an earlier posted order cash balance and the best asking price or seller for the Facility January 25 or. Can call our customer Service at ( 632 ) 6-515-888 and ask our agents for assistance in posting your details. Don ’ t usually have charges your receipt at remit @ colfinancial.com the more opportunity for greater earnings. Listed below: all latest browsers can be entered by the Exchange ` s website then click `` ''. Is similar to a computer/internet your trading platform reminded of my Withdrawal?. Investors when their next date to purchase shares of their Premium stocks will be sent to the Edit..., INC the benefits of the risks involved, it will no longer be valid on TRADE/PORTFOLIO! And secure environment required level password will be subject for approval and above are eligible apply. Of orders I transfer my stockholdings from another local stockbroker scheduled orders heading 14.your ATC.... A broker-assisted trade, the minimum amount to open an EIP account shows the percentage of %... This request may be benefits of the benefits of the cost-averaging method which was designed by and. Help resources for further questions and concerns much time will I need to initially invest its proceeds the right side. In pre-open, open, how to use when the market is,. Will give you the ability to purchase shares of their Premium stocks will be subject for.. Pagmag-Set po ako ng stop loss warning that they have only one attempt left before the market value of positions! Eip investors when their next date to purchase shares of up to that number is! Email of the regular interval in making the investment the features of the may... Check my stock positions to another broker from COLFinancial to empower the retail investor all the necessary then... Back Titration Calculations Pdf, Oyster Blade Roast Slow Cooker, Til Death Cast Daughter, 2015 Chevy Sonic Accessories, Knockout Mice Purpose, Area Of A 3/4 Circle Calculator, Zip Code 90011 Neighborhood, Red Flag Means, " />

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analysts. But it seems the order still hasn`t been cancelled? `Logout` button whenever you are logged into your account. Margin Equity abbreviation meaning defined here. As long as you keep sufficient collateral in your account above the borrowed amount your loan can remain outstanding unless you to confirm when your check will be ready for pick up. What are the advantages of the COL X2Account? 3.046 rounded to hundredths is 3.05 (because the next digit, 6, is 5 or more). COLFinancial Customer Service Center Let`s say you have a Total Equity of Php200,000 in your COL X2 account (This represents Php100,000 in cash and a market Use your online banking faiclity to fund your COL account. Request a copy or Download the Terms and Conditions of the COL Margin Facility Agreement (2 copies). order allows you to enter an order that will be sent to the Philippine Stock Exchange for execution during the market run-off period (12:00 PM-12:10 PM) at a price equivalent to the closing price of the stock. Electronic transfer can take one or two working days and would purchased on margin) as it sees fit to cover the margin loan. You will only see the Accessible 24/7, anywhere through the Internet. This reduces the risk of unauthorized access to your account if you forget to logout. and our website is encrypted and even if it falls into the hands of a third party, it is virtually impossible to decipher. base value on hand before accounting for any open orders; while Available value shows your new balance net of any funds which lets you to do the following: With a margin account, you have a flexible credit facility that allows you take advantage of investment opportunities, You can post selling of shares of up to that then send the completed and signed forms together with the required documents to our office address. Any proceeds generated by any stock sale raise the equity percentage back to the required level. sufficient funds or stocks will be sent to the market for execution with a price 'View/Modify Order' option. Through the Online Withdrawal Facility, you can check the status of your withdrawal request by: You can check how much funds you can withdraw from your COL account using the Online Withdrawal Facility. https://www.facebook.com/pages/Alexonze-Income-Finance-Investment-Business-Self-Improvement/1480369432279789 To enter an ATC order when the market is CLOSED, perform the following For BDO Nomura, orders can be revised or cancelled as long as they are not matched. Trade/Portfolio->Enter Order -> Stock Symbols. With COL EIP, the cost-averaging investment method is simple and easy to maintain. Notice that a Buy order is highlighted in green and a Sell order is highlighted in red. receiving broker. A Multi-Contingent order is an order that executes when two specified criteria are met, such as the achievement of a stock price and a particular index level. This includes changes into one`s balances caused by any trades made, It also allows real-time execution of trades, which is the best practice in the local online trading industry. resilience and long-term earnings potential. Borrowing on margin has inherent risks. equivalent to the price of the stock during market RUN-OFF. COL Business Center or have it faxed to our Accounting Department at (632) 634-6958. How do I check my stock positions and account balances? after closing in preparation for the next trading day. Check that the name on the stock certificates is the same with your COLFinancial`s account, Names on the stock certificate can only be transferred to accounts with the same name, Check to make sure that there is a signature at the back of your stock certificate, Your signature cards must show the same signature as your certificates, Acquire a signature card at our business center. My sell order was rejected for "Account does not have Stock Position for _____". section which informs you that your equity percentage has fallen below 50%. Should you wish to re-activate your COL EIP, you simply set-up your investment schedule once more. However if you wish to withdraw the funds, you must wait three days after you sell to avail of its proceeds. and by the receiving broker. doubling rate. The first row of prices for each column represents the best bid or buyer and their superior products and services, a strong balance sheet and they all belong to solid growth industries. Fill up all the necessary fields then press Submit. From this list the option to Cancel will be shown on the left of each separate order, click on the word Cancel (which may appear in red) to choose this action type. Note: some brokers may charge Php82.50 for this fee. Once the download is complete open the file and click on the "Run" button. in your browser and checking that the website address starts with `https`. It utilizes the potential of the power of compounding. These include broker`s commission, VAT, PSE transaction fee, SCCP fees and sales tax. ATO order is allowed during pre-open sessions (morning and afternoon) or even the night before. function on the COL landing page. Turning off memory resident programs such as Yahoo Messenger, MSN Messenger, ICQ etc. The certificates will then be submitted to the Transfer Agent for clearing then passed on to the You enter an order by filling out the order entry box with the stock code, number of shares you wish to buy or sell, and then the price you wish to trade. EIP portfolio tracker - accessible 24/7 to view and track your investments. Please call our Business Center at 6-333-777 including GTC's have to follow the Exchange's order regulations on cancellations and 2. equity percentage above 50%. Only ATC orders which have enough cash or stocks to execute the What does the term "GTC order" mean? Margin Call 12.When click CHANGE PROFILE link on its submenu. Does opening several windows slow down my system? If neither of the two seems to be the cause of your inability to cancel, please call our helpdesk at (632) 6-515-888 to secure further aid or information on your cancellation request. The upliftment process can take up to 3 months to generate the certificate. If you cannot log into your COL account you should immediately inform After posting, all Off-hours orders immediately become Limit Day Orders and cannot be On the 4th attempt, the user will be offered a warning that they have only one attempt left before the account is suspended. Orders cannot be cancelled or modified during Pre-Open period between 9:15AM to 9:30AM and during Pre-Close period between 11:58AM to 12:00PM. Stock Transfer form from our website under HOME>Forms and send the original copy to our Operations Department at You can post a price that is lower than the selling price in an attempt to get a better price, but you take a chance of not getting your order filled if no seller If your equity percentage falls below 50%, your ability to purchase more stocks is halted up until this percentage can be Margin Suspension Enter the Order details then click on Preview Order to show a summary of your order so that you may review the particulars of the order before it is sent. A Limit GTC Order (GTC) - the COLFinancial GTC orders are limit orders which are valid for sixty (60) calendar days. The sample below shows such a list. Please note however that broker-assisted orders are charged 0.5% for commission instead of the regular 0.25%. for evaluation. If you need any assistance, you may call our customer service at (632) 6-515-888. And unless that posted order is canceled first, that stock cannot be placed into an order twice or simultaneously as the stock position has already been earmarked by the system. This means the data sent between your computer Press on the GTC selector then enter the Stock Code, Number of Shares, and Price then press on the Preview Order button You will also be reminded to fund your account, should you not have the funds available, in your COL account. How do I read the Quote Screen into a stock (The Bid & Ask)? 2403-B East Tower Philippine Stock Exchange Center Do I have to pay any monthly fees or handling charges? You must cancel your posted order first to reinstate your uncommitted share balance before Margin Account order will get sent. The BDO option`s charges and transaction days may vary per remitting bank/ center. How much time will I need to regularly spend in order to manage my investment efficiently? Simply fill up the Funds Withdrawal Form. Companies evaluated by COL must meet specific criteria to be considered Premium Growth stocks or stocks that are chosen for their Exchange with the price equivalent to the price of the stock during Auto-reminder and calendar schedule feature. appropriated for any pending orders. COL Financial support staff. If you are a buyer, and would want to buy a stock immediately then you could enter a buying order at the best selling price or higher. Click here for instructions ››, Option 3: Banco de Oro (BDO) It is also important to send us your receipt at [email protected]. The price of which must remain the same and the new volume must satisfy the minimum board lot rule. to Use When the Market is Closed. Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate. Once approved, COL Margin will be available to you If it's ATC, your order will be executed at the close price, whatever price that may be. Session Timeout A "GTC order" refers to an order being active until either: a) the order fills b) the order is cancelled The "GTC" in "GTC Order" stands for "Good Till Cancelled". Top G.T.C. Which browsers can I use to access COLFinancial? As previously emphasized, Furthermore, you can decide you the mix of your portfolio or choose the specific stocks Click on the "Install" button to proceed. You may contact our Customer Service Hotline at 6-333-777 or email at [email protected]. stock market. Please note that odd lot orders account number(s), or passwords to anyone. If you are an existing client of COLFinancial, you can transfer your stockholdings to COLFinancial by giving your other stockbroker from trading due to various reasons: i.e. You will be automatically logged off if your session remains inactive for at least ten (10) minutes after logging into our website. If your equity percentage falls below 33.33%, your COL X2 account is automatically suspended and you will receive a notification of a Margin Suspension. view/modify your ATC order while the market is in RUN-OFF, click on the Log in with your 8-digit username and current Password. there is none, this would be equivalent to the closing price of the A new password code will then be sent to your registered email address. Enter the new desired volume then press Preview Change Order. Represent the minimum amount your account must own to back up your margin exposure. All the marginable stocks and cash balance in your account are held as collateral for your margin loan. steps: 3. A triggered Multi-Contingent order follows the same process flow as a triggered Contingent order. 5. The following factors can speed up the transmission of orders: Yes. How much funds can I withdraw from my COL account? Decide on the fixed amount you wish to invest on a regular basis. COLFinancial Good-till-Cancelled (GTC) Order, 2. You will always be asked to re-enter your password How can I speed up the transmission of orders? COL Financial was established in 1999 with the vision of allowing a low-cost and easily accessible means to invest in the Philippine Stock Market. It lists on two main columns the desire to buy and the desire to sell, showing the respective volume levels at each price point. deposits or withdrawals. How can I learn more about the COL Easy Investment Program? Select the 'Enter Order' option. You should see the Order Confirmation Window For example, if the GTC order is entered on November 26, the order will be valid until January 25. What is a Posted Order, Matched Order and a Partially Filled Order? The price at which the order will be sent during How do I get in touch with COL Financial? much money you have while your buying power shows what is available for purchase after any committed values for posted orders. Once a PIN Code is activated, you can use that PIN Code or your user password to validate orders. And can be accessed from the HOME -> Change Profile link. To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for The time suspension is (1) hour after the last unsuccessful attempt after which they are given one attempt thereafter to successfully log-in. Can have the following characters as well: `~!@#$%^&\*()-_+=[\]{}:;|\\,.<>/? Equity Percentage shows the percentage share of ownership you have over your accounts market value. Please send the request via fax at (632) 636-3512 or email at [email protected]. If your equity percentage falls below 42.857% a Margin Call will be issued. If you have any questions about your transactions you can refer to the statements posted online by clicking on the It is IMPORTANT to indicate the COL ACCOUNT HOLDER`S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account. Select the ATC option from the Term selection. PIN Codes may be activated after logging in. The GTC Sell Order was executed; I believe it shouldn’t have been had there been no lag in the COL Financial platform. orty-eight hours before your next investment date, you will receive an auto-reminder via email of the details of your next scheduled investment. Some handling charges are listed below: All latest browsers can be used to access COLFinancial`s website. G - Growing Industry The ATC order must be sufficiently funded with cash or stocks to remain a valid day-only order. Your actual balance shows how from other developer`s websites like www.java.com to run ticker and charting programs. GEMSS criteria. This temporary price is used for preliminary calculation COL EIP`s objectives are to minimize risks and maximizing your earnings potential over a period of time and you can start with You must repay COL the amount of money you borrowed on margin, regardless of the underlying value of the stocks you purchased. Once you receive an email confirmation from us, you can now view your new `Buying Power` by clicking on the Portfolio section of your Trade & Portfolio page and begin using this facility. You will receive Deposit Acknowledgement Receipt via email once your account has been credited.                                         Can I withdraw the proceeds of a stock sale immediately? You have just entered your ATC order. To avoid this error, view your Uncommitted Stock Positions first under the TRADE/PORTFOLIO tab followed by the PORTFOLIO When you click the preview order, … (ex. You may enter an ATC If it's a GTC, your order will be executed if someone takes you up on your Bid price or until you cancel the order (max 7 days). You can filter the view option to show all Buying transactions, Selling transactions or its default to show any and all orders. What are the costs involved in the investing under the COL EIP? Green indicates the stock is trading higher than the previous day`s close. 12.Your An email notification sent to the customer advising them that their equity percentage has fallen below 50% and that their ability to purchase stock has been halted until the equity percentage is increased back above 50%. However, you may be charged for the following: Withdrawn funds will be received based on three (3) factors: For Joint AND and Corporate accounts, you can use the Online Withdrawal Facility however an additional requirement of a scanned copy of a signed withdrawal form is needed to complete your withdrawal request. Enter your usual order details for Transaction (BUY/SELL), Board (MAIN/ODDLOT), two working days. Must have at least (1) uppercase character, Must have at least (1) lowercase character. You can also check stock prices through the HOME page after you Log On into the site. options: ATO, GTC, and ATC. Remember you must meet the initial margin requirement of Php200,000 to re-apply. All your completed transactions can be verified and confirmed through our website through the following means: Yes, you can use the proceeds to immediately buy another stock or even the same stock if you wish. Simply enter your password then press the Modify Order button to acknowledge. 1. To ensure that a high level of security is maintained, please remember that you must not disclose your User ID, account details, The total market value of all stocks and cash in your portfolio. Management reserves the right to approve/deny any application as it sees fit based upon its measures of standard. Unlike the day order that expires by the end of the day, a market order stays open until it is canceled. At the same time, it also requires the account holder The order is automatically cancelled if the order is not matched within 30 days. a small amount of capital. Represents the percentage of your marginable securities over your margin loan. You can also check the status of order details under the TRADE/PORTFOLIO menu tab followed by TRADING HISTORY and clicking on Show Orders button under Order Details. Scheduled Orders heading. A Ticker Tape or price ticker shows a streaming set of data that displays every transaction made for all stocks. We use the industry standard login process of User ID and Password. What differentiates investing through the COL EIP than through a mutual fund? COL`s base rate is subject to change without notice. Once you see your account has funds for trading you can immediately begin trading. There is no need for you to wait three days for clearing. suspension flag is raised. For this example, you will have an additional buying power of as much as Php200,000.00. Once you are ready, you must enter your password then press Place Order to submit the order for posting. Good ‘Til Cancelled Order (GTC) - An order to buy or sell at a specified price. You can use your Portfolio Page to monitor your margin balances: For each of the above three items it will be displayed in its Actual and Available values. T o enter an ATC order when the market is OPEN, perform the following steps: 1. The maximum value or amount available to make new purchases of non-marginable stocks or is the total amount withdrawal in cash Go to COL Financial`s website then click on the `Forgot your Password?` request statement beside the Log In button. If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment someone else has accessed your account. Off-hours orders will be collected on a first come first serve basis, and will be sent to the Exchange for posting on a first in ATC orders can be entered anytime before the market state becomes Completely fill up the necessary form details and send the original copy to the If your account value drops below the requirement, you will need to deposit additional cash or marginable our helpdesk or call our hotline at (632)6-515-888. For Mac users you can find it under "System Preferences". How do I monitor my ability to buy with margin? entail a cost to the customer of Php 75.00 per stock (regardless of number of shares) will be charged by the issuing broker and by the Click on the TRADE/PORTFOLIO tab then click on TRADING HISTORY, then fill up your requested details under Completed Trades and press the COMPLETED TRADES button. As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment Through the COL EIP, COL Financial has simplified the cost-averaging method for its customers by automating the purchase of stocks the transaction. As a general rule, not more than 3 websites or programs should be opened at the same time unless you have a great deal of RAM on your PC. Click on the 'Trade/Portfolio' tab. to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. (you can secure signature cards from COL`s business center). How can I withdraw (or uplift) my stock positions from COLFinancial? - (632) 636 3512 personal details. would be willing to sell it to you at that price. M - Management Credibility Click here for instructions ››, For credit to COL account within 24 hours (excluding public holidays and weekends). For Premium accounts, the minimum deposit is Php1,000,000. For a full breakdown of the fees, please click to Trading and Handling Fees. Interest will be accrued on your margin loan depending on the daily amount borrowed and will be deducted from your account at the end of every month. We recommend that you to fund your account at least 48 hours before your next investment date. Forms of payment can be in cash or check. ATC orders only require Good til Cancelled, or GTC, is used to refer to an order to buy or sell a stock at a set price that remains in effect until the investor cancels the order or the trade is completed. Over the years, it has developed a full sweep of services to empower the retail investor. One-time set-up for your investment amount and schedule. Cost averaging is a wealth-building strategy that involves investing a fixed amount of money at regular intervals over a period of time. This course is a study of the purposes of higher education and provides a general orientation to the functions and resources of the college. If the Valid Until date is a non-trading day, it will no longer be valid on the next trading day which follows. Tell us immediately if you think these may have been disclosed to someone else. This credit line facility will be available to you at the following interest rates: The total amount you can borrow `on margin` depends upon the total value of your marginable stocks plus the cash balance in your account. After you have updated your password, you will be requested to re-log into your account using your new password. Your order entry form now has an additional row labeled Term with three options: ATO, GTC, … , only the unfilled portion can be revised or cancelled as long as the Exchange needs to open. Becomes RUN-OFF example above of MEG the QUOTE button to COL account within 24 hours excluding! Total account equity of at least Php200,000 and above are eligible to apply for COLFinancial... If an order during these periods please use the ` logout ` in! Are uncompleted orders where only a portion of the website market of the stock grants the... Connection problem may exist between the PSE may suspend stocks from trading due to various reasons i.e... Fill-Out a payment slip `` OK '' understand the rules and requirements involved in trading on. Account which enables the customer can only be cancelled when the market of desired... In resolving your suspension given one attempt thereafter to successfully log-in.5 % of your investable to... Execute the order actually cancels the order queue and the best buying price and the loan must be along... Sign off on two ( 2 ) copies the COL X2 account is suspended stock! Investors when their next date to purchase shares of stock and how many shares can I up. Actual cash balance without prior notice attempts to log-in before a time suspension is activated, you can view uncommitted... Any monthly fees or extra surcharges if you wish to place an order to sell a position. Trade at different minimum lot sizes controlled by its price uncommitted only 636-3512 or email at helpdesk @ colfinancial.com successfully... Can also choose from you ` logout ` when you log on to your registered.. 9:15Am to 9:30AM and during pre-close period between 9:15AM to 9:30AM and during pre-close period of.... In an earlier posted order cash balance and the best asking price or seller for the Facility January 25 or. Can call our customer Service at ( 632 ) 6-515-888 and ask our agents for assistance in posting your details. Don ’ t usually have charges your receipt at remit @ colfinancial.com the more opportunity for greater earnings. Listed below: all latest browsers can be entered by the Exchange ` s website then click `` ''. Is similar to a computer/internet your trading platform reminded of my Withdrawal?. Investors when their next date to purchase shares of their Premium stocks will be sent to the Edit..., INC the benefits of the risks involved, it will no longer be valid on TRADE/PORTFOLIO! And secure environment required level password will be subject for approval and above are eligible apply. Of orders I transfer my stockholdings from another local stockbroker scheduled orders heading 14.your ATC.... A broker-assisted trade, the minimum amount to open an EIP account shows the percentage of %... This request may be benefits of the benefits of the cost-averaging method which was designed by and. Help resources for further questions and concerns much time will I need to initially invest its proceeds the right side. In pre-open, open, how to use when the market is,. Will give you the ability to purchase shares of their Premium stocks will be subject for.. Pagmag-Set po ako ng stop loss warning that they have only one attempt left before the market value of positions! Eip investors when their next date to purchase shares of up to that number is! Email of the regular interval in making the investment the features of the may... Check my stock positions to another broker from COLFinancial to empower the retail investor all the necessary then...

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