How to Open a COL Financial Account (+Downloadable Forms!)

“Only those who will risk going too far can possibly find out how far one can go.”
T. S. Eliot

You’ve been meaning to start investing in the stock market but you just don’t know how.

Well, this post is especially made for you.

I was able to grab (not forcibly) Ms Joey of the Truly Rich Club to come and share to us all the necessary information you need to open an account with COL Financial, the preferred stock brokerage of the Truly Rich Club.

COL Financial New Homepage
We’ll answer these questions that have been boggling your mind:

* How can you start investing in the stock market with COL Financial?

* What are the documents required?

* What is the minimum initial investment?

* What is the most practical type of account for a beginner?

* How can you open an account for your child?

* How to fund / withdraw from your COL Financial account

* How the Truly Rich Club (Stocks Update, E-mail alerts and private social network) can help make your stock investing profitable.

So sit back and enjoy! COL Financial’s forms are available below the video.

[leadplayer_vid id=”51ED1599149CF”]

 

DOWNLOADABLES

COL Financial Account Opening Forms

Links

How to Enroll your BPI account for funding your COL Account

How to Enroll your BDO account for funding your COL Account


Did we miss anything?

Let us know in the comments below and
we’ll try to answer all of them for you!

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145 comments

  1. Thanks, Allan, for this opportunity to share with your followers. I just want to add that for Filipinos residing/living permanently abroad, the requirements are still the same IF they have retained their Filipino citizenship. If not, then that’s when they’d have to comply with the additional requirement of document/ID authentication.

    And also, my site address is now colmejoey.com, though the blogger account remains (colmejoey.blogspot.com), so they could visit either site.

    Once again, thanks and more power to you!

    • admin /

      Thanks for coming on Ms Joey! Appreciate the tip on the Filipino citizenship.

      Congrats on the new move to colmejoey.com. 🙂

      • Isabel Macaraig /

        ?
        hello po mam Joey ihave only my valid passport& my valid id(soggiorno)here in italy..my sss,pag-ibig& philhealth(#only)id cards not yet released even my voter’s id not yet released… could i have my Col account wd passport only?

    • GCMATA /

      Thank you so much for this video. Thanks Ms. Joey and Allan. It made clear to me that i don’t have to attached a cheque when submitting my documents.

      Best Regards.
      GCMATA

      • Allan /

        Hi, GCMATA!

        You’re very much welcome! Glad to be of help.

        Regards,
        Allan

        • ginalyn /

          hello

          im wanna invest with col but i got no billing adress..im currently working in ksa but i wanna use my adress in the philippines..but our proof of billing is under my sisters name..is it ok to use it? in funding my Account can i ask someone from my family to pay over the counter in behalf of me?

          you reply will be much appreciated..thank you

          • Allan /

            Hi Ginalyn,

            I believe that you can use your relative’s billing address if you don’t have one for yourself. Yes, they can make the deposit to your COL account for you.

            Regards,
            Allan

  2. Rebecca C. Arnesto /

    Thanks for the info.My question is, upon approval of my application, and paying the COL account, who would do the trading? I don’t know how. Is it okay if I would just entrust my money to the broker?

    • admin /

      Hi Rebecca,

      Basically, you’ll be doing the investing personally. If you are not familiar with which stocks to buy, at what prices etc. You may want to join the Truly Rich Club to get all those information including the Buy Below Price (The price where the stock is considered cheap) and the Target Price (The price where you can sell the stock for profit). It’s an easy to follow system that would give your a lot of flexibility and control on where to put you funds in.

      Otherwise, if you want somebody else to manage your investing, it would be best for you to invest in a UITF fund offered by financial institutions such as banks. There, you can give them your funds and they’ll be the one to invest it for you. They will be charging a professional fee for their service.

      Personally, I have a COL account and UITF investments. Take a look at your situation and preference and decide accordingly. 🙂

    • Hi Rebecca,

      We have a financial ministry in Feast PICC where professional Financial Advisors serve and offer FREE financial coaching to those wanting to grow/manage their finances. If you wish, I can pair you up with one so you can have a FREE private financial planning at your most convenient time. You may send a request to: supportgold@boclubs.com

      Thx

      • Maricar /

        Hi Joey!

        I do attend the Feast at PICC but I was hoping if you can guide me on how to get in contact with the financial ministry there. I think it’s really nice to hear an advice from a professional financial advisor. 🙂

        • Allan /

          Hi Maricar!

          I believe you can inquire with the ushers on the venue proper 🙂

          Regards,
          Allan

  3. Daphne /

    Good day:) I have a question, Im an overseas abroad..I have my I.d to submit but I don’t have any billing statement to submit together with my I’d..what can I submit for me to get approve?
    Thanks so much and more power.

    • admin /

      Hi Daphne!

      Your billing statement may be addressed here in the Philippines or abroad. In case you don’t have any, I believe you can submit the billing statement of your parents.

      Let us know if you have any other questions!

      • Hello! Can i send my documents through email or i need to send it via mail? Im working in dubai uae

        • Hi!

          You’ll have to send the hardcopies to their office at:

          COL Business Center
          2403B East Tower, Philippine Stock Exchange Center, Exchange Rd. Ortigas Center, Pasig City 1605 Philippines

          You can first send an e-mail to helpdesk@COLFinancial.com or maribel.roque@colfinancial.com to verify
          the scanned copy of your documents before sending the hardcopies all the way to the Philippines.

          Regards,
          Allan

  4. Maricel David /

    Hi !

    We ‘re living here in KSA , and I have just subscribed the membership of TRC . My husband and I are interested to COL . Ms. Joey mentioned the direct contact to COL so we can scan the documents before mailing the required ones . Kindly advise the email in case. Thank you .

    Maricel

    • admin /

      Hi Maricel!

      Will send you an e-mail regarding this information. Please wait for it.

      Thanks! 🙂

      • mely /

        hi allan

        im also an ofw here in dubai, i would like to open col account to start stock investment thru the help of trc. can you kindly guide me, the col form has account number on it, where will i get this one? i dont have bdo or bpi account yet, i opened but it will take 6 weeks to reach here. what is the best thing to do, please.

  5. sir, i would like to ask if it is allow to open joint account even if we are not blood related or something. for example, me and my girlfriend want to open a joint account in COL, would they approve it? thanks sir

    • Hi Mark!

      You can open an account with your girlfriend. No requirement that joint account holders be related. Hope this helps!

  6. Cecilia Diaz De Lemos /

    Hi Allan,

    Thank you so much for the information you gave me and the video you shared.I am planning to join the Truly Rich Club and eventually to invest in the stock market.

    God Bless.

    Respectfully,
    Cecil

  7. Yhankee /

    This is so informative. Thank you to both of you, Sir Allan and Maam Joey. Hope you could guide me through with my very first investment at col. I’ll fund my account before the week ends..& expect a ‘buzz’ from me by then, esp with my first trade at col. 🙂 God bless you both.

    • Allan /

      You are very welcome! We’ll be there all the way and we’re definitely looking to hear that ‘buzz’ from you soon! Just be sure to keep true to the SAM investment strategy and invest with discipline.

      God bless! 🙂

  8. rosana /

    Hi Allan, I watched the video,after filling out the form and enrolling your bank account to COL … what’s next, how to start trading? please guide me through…

  9. Greetings!

    This 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
    http://www.colfinancial.com

    • Allan /

      Hi Mabel!

      Thanks for the comprehensive information. It will go a long way to helping our readers open their first stock investing account. 🙂

  10. Ma. Angelita cago /

    Igood day. I Have been a member of trc for quite a time now but i was not able to invest in stocks for i do not know how. This is one benefit being a member of trc that i was not able to access.
    I hope someone would contact me so that i will be assisted. Thank you and God bless.

  11. Hi Allan,

    If I am a Canadian Citizen, can I be a TRC member and invest with COL?

    Thanks in advance for your reply.

  12. Michelle Khan Gonzales /

    Hi Allan..

    How are you?
    I am here to dubai.I also planning to be a member in TRF and invest to COL..i have no yet proof of billing under my name because im still new here in dubai (3months) Does the proof of billing is very needful in open account?

    Thank you and Best Regards

    Godbless and MOre Power

    • Allan /

      Hi Michelle,

      Great to hear from you! One option is to have a copy of your mailing address there in Dubai and have an authorization letter indicating that you’re currently residing on the address indicated on billing statement.

      I hope this helps you out. 🙂

  13. Charlene /

    I am so interested in joining COL. I’m currently working in the USA as an Exchange Teacher. What is the first thing that I should do? I do not have a billing address in the Philippines but I have an address here in the U.S. Pls guide me.Thanks.

    • Allan /

      Hi Charlene,

      Glad to hear from you! First thing you should do is to download and fill-up the forms attached here in this post. You can also get them from COL Financial’s site (www.colfinancial.com). You’re billing address in the U.S. is fine. Is it under you name?

      You’ll eventually have to send these forms to the Philippines, but before you do that, please send a scanned copy to Ms Maribel of COL Financial at maribel.roque@colfinancial.com to let her check if your documents are complete and correct to avoid costly shipping fees just in case you have to redo it again.

  14. Shardik /

    Hi There,
    I’ve opened an account with COl and now i want to convert it to joint account with my fiancé. Is this possible and if so, what are the requirements and procedure?

    Thanks a lot!

  15. Glenda /

    Hi! I am an ofw.. Im here in bahrain and i am interested to open an account in COL. To whom i can send my scanned documents before i will send the required ones? Thank you

  16. Ryan Abellla /

    Hi Elvin,

    Great poost you got here. 😀

    I want to open an account in COL.
    I have filled out all forms and are ready to be sent through LBC.

    Unfortunately, I don’t have any proof of billing statement. But I have an account in BPI, can I use the printed online bank statement as a requirement?

    Thanks,
    Ryan

    • Allan /

      Hi Ryan,

      I believe you can. Are you based in Manila?
      COL Financial does offer pick-up services if you are
      within reach of their messenger service.

      You may reach them at (+632) 6 515 888 to check on the
      availability of this service in your area.

      Regards,
      Allan

  17. Manuel /

    it is said that 5thou minimum starter investment, how much will it be the monthly investment? or will it be monthly payment until 20-30 years?

    • Allan /

      Hi Manuel,

      The initial investment to open an account is Php5,000. How much your monthly investment will be up to you, the duration that’s recommended by the Truly Rich CLub is long-term, roughly 10 years and above. Although it would be a good idea to always have some funds in stocks even at an advanced age. As you grow older, you’ll gradually want to shift your investment to less riskier investments but while still young you can be more aggressive 🙂

  18. Pachpach /

    Hi Allan,

    I am an OFW based in Sydney. I filled out the online application form for COL Financial, and it returned me a PDF containing all the data I entered. Where do I send this PDF once I sign it? I understand that it should include a current copy of a valid government issued ID and a copy of my latest proof of billing statement.

    I am also interested in signing up for the TRC.

    Thank you very much.

  19. sir,
    my charge po ba ang pag open ng account sa COL?

    • Allan /

      Hi Mark,

      Wala pong charge. You just need to open an account with a minimum of Php5,000. You can use this fund to buy stocks. They charge you on your buy and sell transactions.

  20. rejane /

    hi sir. Good day! Im an OFW here in oman. I would like to ask after sending my documents to ms. maribel’s email, and getting her approval, can I send my documents to my sister (scan)? she will print and go personally to 2403-B East Tower, PSE Centre, instead of sending the documents through courier?thank u so much 😉

    • Allan /

      Hi Rejane,

      I believe you need to send the original hard copies to their office in Ortigas. There are strict regulations regarding financial instruments hence the need for original documents. You may verify this matter with Ms. Maribel 🙂

  21. Florelin Erni /

    I want to be a member of TRC but for some reasons, I don’t want to send my payment through credit cards. Is there any other way of sending a payment?

    • Allan /

      Hi, Florelin!

      You can pay your Truly Rich Club payment via bank deposit. Cash deposit requires a minimum payment of 6-month membership (10% off). You can also avail of the 12-month membership for 20% off.

      Regards,
      Allan

  22. raquel /

    hi! i want to start investing and at the same want the help of trc because i don’t know how to do it. im not very fond of selling stuff online id rather do investing. i can start investing with a minimum of 5k? im still working and i don’t have savings.

  23. hi, gud day

    Im from Dubai and im interested to join trc and invest with stocks.

    question pls – from trc membership, what is the difference between philippines and international residence? is there a difference woth regards to the package? tnx much

  24. Maria /

    Good day

    I am an ofw ksa,my husband and I have plan to invest.can you help us how to open an account.and where can I submit bcoz I am also working ksa.tnz

    • Allan /

      Hi!

      I would like to refer you to a reply from COL Financial’s Maribel Roque to help you out:

      Greetings!
      This 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
      http://www.colfinancial.com

      • Hi,
        I am also an OFW from KSA and I am confused with the requirements to open an account with COL. Their website says it requires bank statement from the Ph. Would you know if we can get it online? also, I have a problem with the proof of billing they require because I have none of those..

        • Hi Karen,

          You can use a billing statement named after you parents of siblings. The address must be the same as the address you used in the COL Financial application forms.

          Regards,
          Allan

  25. Jackie /

    Hi sir allan, can I use credit card to fund my COL account? Thank you.

    • Allan /

      Hi Jackie,

      As of now, you can only fund it through a bank deposit or via bills payment online for BPI, Metrobank and BDO.
      You can also fund it via remittance.

  26. Hi Allan,

    I don’t have account to the bank you had mentioned. I only have rcbc. will that be also ok?

    • Hi Bong,

      That’s okay. You can do online or over the counter deposit to COL Financial’s account to fund your account.

  27. I want to open an COL account for my son, he’s getting 3 next year. Could you please send me some guidelines on how to do it, and to fill up the forms as well. Thanking you in advance!

    • Hi Rolly,

      Here are the guidelines:
      (Forms can be downloaded at https://www.colfinancial.com/ape/Final2/home/open_an_account.asp)

      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
      ==> Duly-signed ITF Supplementary Agreement
      ==> Billing Statement – Recent, no later than 3 months past

  28. Hi allan, thnk you for this information. I am planning to open an account in Col financial but i dunno how since i am an ofw here in saudi arabia. I’ve red your comment but u didnt mentioned it in details. May you please email me the needed info? Tnx in advance.

  29. Hi sir
    I’ve just submitted and printed the customer Account Information form and the gender was mistaken instead of FEMALE i have ticked the MALE how could i correct it? Thanks

  30. madelyn /

    Hello,
    I am an ofw here in taiwan, i was invited by my cousin 2yrs ago to invest in the ph stock market but my problem that time was i dont have any bank account as well dayoff to process the needed requirements etc. Its a waste of time because the earlier the better. Im coming home this february and i planned to quickly open a bank account and submit the needed requirements. My question is if im going with col plus instead of col starter, is it the same that the ff months is its all up to me when and how much stock to buy, or there is required amount monthly?
    Thanks a lot

    • Hi Madelyn,

      It’s all up to you. You control how much you invest and how frequent. You won’t be forced into investing anything you’re not prepared for.
      I would highly suggest to take a look at what TRC offers (http://www.trulyrichclubblog.com/JoinTRC) to get proper mentorship especially as you are starting out to avoid making costly beginner mistakes 🙂

      Regards,
      Allan

  31. No questions here. I would just like to appreciate how informative this blog is. Thank you for the effort in educating us. I’m still gathering further information regarding investing with stock market and after I open a COL account, I think I’ll subscribe with TRC. We’ll see.

  32. Hi Sir, i am interested to have an account and start to invest. i am just worried on how i will have a TIN Id since i am working abroad. Is it really required for me to submit this (TIN ID)as one of the requirements.

  33. Hi Sir. I’m a housewife and want to have an account and invest. I just want to ask if I can use my old tin number from my previous work. Thanks

    • Hi Len,

      I believe you can only have one TIN number so I think you can use that when registering.

      Regards,
      Allan

  34. Hi Allan,

    Would you know how long it would take for the COL Helpdesk or Ms. Roque to respond to inquiries regarding documents being acceptable or not?

    Regards,
    Joan

    • Hi Joan,

      It will probably take a couple of days for them to reply. They’re very helpful with inquiries 🙂

      Regards,
      Allan

  35. Hi sir,thank u for sending me this video.its an additional learning for me..i really appreciate all your emails for me even i am not yet a member of TRC..I am very much interested to join the TRC but i dnt know how.is theres any requirements and membership fee?tnx and more power!:)

  36. hi allan,
    i dont have any billing statement under my name, what do i do?

    • Hi Mitch,

      You can submit a billing statement named in your parent’s or sibling’s name 🙂

      Regards,
      Allan

  37. Shugi Yen Lazala /

    Hi sir,

    I really want to open an account and start investing. I am currently living in an apartment here in Japan together with my parents. My concern is that we do not have a proof of billing here in Japan for the apartment is under the name of my dad’s friend. What should I do?

    Thank you and best regards.

    • Hi Shugi,

      You can get a letter from your dad’s friend that you are indeed residing at the address you indicated on your application form. What I would suggest is include this letter with the billing statement with the application forms and have this scanned and sent to helpdesk@colfinancial.com and/or maribel.roque@colfinancial.com for verification first before sending the hard copy via courier to their office at

      COL Financial Group, Inc. c/o Mabel Roque
      2403-B East Tower, PSE Centre, Exchange Road,
      Ortigas Center, Pasig City, 1605, Philippines

      Hope this helps!

      Regards,
      Allan

      • Shugi Yen Lazala /

        Thank you for responding. I hope they have a team who can read Japanese characters. The documents are written in Japanese.

        My second problem is I don’t have a TIN. I think I should register as a student for the system does not require a TIN for students.

        My mom though has a TIN. Would it be better if it is my mom who will open an account? But it will be me who will use and fund the account.

  38. Carmelita C.Garcia /

    I’m not well verse with internet transaction. Can I talk to any department in your office? May I have your contact #? I want to invest and be a member

  39. Cess /

    Hi sir, I have plans on opening an account w/ COL however, I don’t have an idea on how to get a TIN Id since I’m still a student(18yrsold). I hope you can help me with my concern.thanks so much!

    • Allan /

      Hi Cess,

      This is a good question. I’ll refer your to COL Financial for this, I’ll send them an e-mail and CC you with the inquiry.

      Regards,
      Allan

  40. michael /

    Hi Allan, thanks a lot for helping us out – OFW. i already fill up COL form, scan it and send it to the two email that you have porovided the COL helpdesk and maribel for review on my documents prior toi submmital the hardcopy through courier. please help. its been March 3, 2015 but received no feedback at all. BTW, im a memeber of TRC recently. thanks a lot.

  41. nhurjbehappy /

    Hi Allan,

    I came across with your blog/site by chance (or as they say “for a reason”) recently, as in just yesterday. And I thought why only now? I guess this is probably the right time. Honestly, I was very much impressed and I must say that I learned a lot (as those others surely were). Your blog/site contains nothing but simplified yet very great contents which, I would say, is generally tailored to the easy understanding of our “kababayans.” This is demonstrated in the two beginner’s guide crash course videos which I already watched (and there’s a third one I have yet to watch). The basic approach you utilized in the discussion of stock investing concepts in these videos was made simpler and clearer using layman’s terms and demonstrations, that even I think a high school, if not an elementary, student could easily understand (and it’s not an exaggeration at all!).

    By the way, I’m currently working as an expat here abroad but previously had worked in our country before I left.

    It goes without saying that, your efforts and dedication in putting up a very informative and helpful blog/site like this one is truly appreciated.

    Though I have little background on the subject, I must admit that I was not interested at all about it perhaps because primarily of my “partly” confusion and dread of it, since like what you said, I didn’t know anybody or a mentor to ask from, until I hit your blog/site. The confusion and dread was now replaced with enlightenment, encouragement and eagerness to learn even more and to try it out, or should I say, to do it very soon after gathering the needed docs for registration of the COL Financial Group and TRC membership.

    I honestly feel your honesty and your good intention of ‘educating or reeducating’ our fellow pinoys on how to improve financial conditions thru stock investments. Thanks for doing this noble job/mission and for being a good instrument and blessing to others.

    Again, our hats off to you! God bless! 🙂

    P.S. I maybe asking your help regarding some concerns I might encounter on this topic anytime soon. Thanks in advance.

    • Allan /

      Hi!

      Thank you for the very kind words. I sincerely appreciate your sentiment.

      I’m just glad that I can help you through my blog and videos. Your statement
      summed it up best..

      The confusion and dread was now replaced with enlightenment, encouragement and eagerness to learn even more and to try it out

      That’s my main goal for the videos and blog and for you to verbalize it is
      indeed very fulfilling.

      Please feel free to reach out to me via admin@trulyrichclubblog.com if you
      have any questions.

      Regards,
      Allan

  42. Allaine /

    Hi Allan,

    Good day!

    I just signed up for TRC but I haven’t paid the membership fee yet. I’m planning to pay in advance for 6 months via bank deposit. I didn’t know that aside from paying the membership fee, I will have to pay as well in opening a COL Account. I’m confused now. Could you please tell me what are the steps that I need to go through before I can start investing? I want to make sure that after paying for the membership fee, I can start right away. I need to know all the processes/steps and the total amount that I need to have so I’ll have everything covered. You may email it to allainesacay61989@gmail.com. Please help.

    Thank you. God bless. 🙂

    • Allan /

      Hi Allaine!

      It’s great to hear from you. Let’s put it this way,

      COL Financial is where you invest in stocks. Similar to the playing court in basketball.
      Truly Rich Club is your coach. Guiding you on which stocks to buy & sell at what prices.

      Financial investment:
      COL Financial: Php5,000 to open a stock broker account. What you add after that depends on you.
      Truly Rich Club: It depends on the plan that you’ll get. There are monthly / semi-annual (10% off) / annual (20%) off)
      You can join here TrulyRichClubBlog.com/trc

      Let me know if I can help you with anything else.

      Regards,
      Allan

  43. kim /

    Good day.. OFW po ako.. gusto ko na po sana magstart maginvest asap. kaso po wala po kasing nakaname saken na billing statement. and sa lola ko ako nakatira sa pinas pero sa pinsan ko nakapangalan yung billing statement sa bahay ng lola ko.. pano po kaya ang gagawin dun? hope you can help me.. thanks and more power.

    • Allan /

      Hi Kim,

      Great to hear from you. Do you have a billing statement abroad? If it’s under your landlord,
      you can use that as long as you get an acknowledgement from him that you’re the one residing
      at the address indicated on the billing statement.

      Regards,
      Allan

  44. Jumong /

    Hello,

    I’m cebu based, please provide details on how to go about having COL Financial and being a member of TRC. I’m very interested to know more, please reply back. Good Bless 🙂

    • Allan /

      Hi, Jumong!

      Glad to hear from you. You can join by clicking this link
      http://www.trulyrichclubblog.com/JoinTRC

      You can see all the benefits of the Truly Rich Club and
      at the bottom you can choose between Philippine and
      International Resident.

      Membership can be paid via

      1. Credit Card – Monthly
      2. Can Deposit / Remittance – Minimum 6-month membership (with 10% off) / 12-month membership (20% off)

      You also have a 30 day money back guarantee.

      Hope this helps and feel free to reach out if you have any questions.

      Regards,
      Allan

      P.S. I’m giving away a special bonus tutorial – a step by step (screen by screen) tutorial
      on buying stocks with COL Financial using Stocks Update exclusively
      for my affiliates. To become an affiliate, pls join TRC using this link.
      http://www.trulyrichclubblog.com/JoinTRC

  45. Moses /

    Good day Sir Allan

    tama ba yung pagkakaIntindi ko, kung sasali ka sa TRC hindi ibig sabihin non kasali ka na rin sa stock market?
    mgkaIba ang proseso at fee Sir?

    Salamat Sir

  46. Sey Chan /

    Good day Mr. Allan!

    Gusto ko pong mag open ng COL account pero since andito po ako abroad at wala po akong bank account sa Philippines, yung mother ko nlang ang ireregister ko at ako nalang po sana ang mag mamanage ng COL account niya. Nakita ko po dito sa form na merong secondary account holder at doon ko nalang ilalagay yung name ko and signature then ipapadala ko nalang sa Pinas para ma fill out niya yung area na para sakanya. Maliban po sa form at photo copy ng passport ko , ano pa po ang requirements na kailangan kong isali? Hindi po ba magkakaroon ng problem? Thank you so much and more power! 🙂

    • Allan /

      Hi Sey!

      Great to hear you’re taking steps towards starting your stock investing journey.
      I believe you can do that since you will need a bank account to withdraw the funds
      should you decide to do so.

      I would suggest that you fill out everything (application form), including the part of your mom’s
      and send a scanned copy of it along with scanned copies of your ids (even if wala pa signature ng mom mo) to helpdesk@colfinancial.com
      or maribel.roque@colfinancial.com for them to check it first before sending it via courier to
      the Philippines to avoid re-sending it again should there be any problem with your application.

      Hope this helps!

      Regards,
      Allan

  47. Ferdie /

    Sir allan,
    Any COL account/sales officer from TRC to whom i can send/address the Orig copies of my application documents? Please let me know the name and email add if possible.. Scanned copies na nasend ko through email sa helpdesk are all ok except for additional signature letter which is ready n rin and signed.All Verified by Tasha today… Cant wait to buy my first stock 🙂 God Bless TRC.

    • Allan /

      Hi, Ferdie!

      You may send the approved hard copies to

      COL Financial Group, Inc. c/o Mabel Roque
      2403-B East Tower, PSE Centre, Exchange Road,
      Ortigas Center, Pasig City, 1605, Philippines

      I’m excited for you to get started too.

      Regards,
      Allan

  48. Maelyn /

    Sir Allan,
    Kailangan poh ba pag nag open ng COl account, member din sa TRC? TIA

    • Allan /

      Hi!

      Pwede naman po mag-open ng COL Financial account without joining TRC. Just think of TRC as your coach when doing your investing. You can do it with or without him. It’s your decision to do it on your own or if you want someone to be there to guide you.

      Regards,
      Allan

  49. shiela /

    Hello!

    I’m 23 years old and interesado po akong mag open ng COL account. Ask ko lng po if may age limit sila to start opening a starter account.

    Best Regards,

    Shiela

  50. Lilia Balbuena /

    Hi,

    for OfW applicant, billing address can be at address abroad or should be phils address?

    • Allan /

      Hi, Lilia!

      It could be either as long as it’s named under you or your parents/siblings. It should also be the same as the address you’ll indicate in the application form.

      Regards,
      Allan

  51. Diana /

    Hello po mam., just want to ask. Is a School ID ok to be a replacement for any Government valid IDs? (student pa lang po kasi ako so I dont have any government IDs yet).
    And Original Copy po ba ng TIN application form ang ipapadala ko sa COL Financial or photocopy lang?
    I’ll wait for your response po..Thank You 🙂

    • Allan /

      Hi Diana,

      I believe you’ll need to submit your actual TIN not just the application.
      Do you have a passport you can submit? For more clarification on the requirements
      for COL Financial, you may reach them via 651-5888. May I ask how old/young you are?

      Regards,
      Allan

  52. erma /

    H! sir good day! is it necessary to email first my application form and requirements before sending it to COL? I have already completed the form, the photocopy of my voter’s id, company id, billing statement of my parents.

    • Allan /

      Hi Erma,

      If you’re living abroad, it’s advisable to send an e-mail containing your forms first to ensure
      that everything is correct & complete before sending it via courier because it’ll be quite expensive
      to send it right away only to discover that you’ve made a mistake or forgot to include a necessary
      document.

      Regards,
      Allan

  53. Jennylyn /

    Hi good am! Im interested in investing stock market but one problem is that im working abroad and i dont have TIN. Can i apply thru representative. kailangan bang makapag open muna ako ng account sa col financial bago aq magpamember sa trulyrichclub? Thanks and god bless ?

    • Allan /

      Hi, Jennylyn!

      I think this article can help you get your TIN processed:
      http://burngutierrez.com/how-ofw-secure-tin-while-abroad/

      You don’t have to have a COL Financial account before joining the
      Truly Rich Club.

      You can join the Truly Rich Club by clicking this link
      http://www.trulyrichclubblog.com/JoinTRC

      You can see all the benefits of the Truly Rich Club and
      at the bottom you can choose between Philippine and
      International Resident.

      Membership can be paid via

      1. Credit Card – Monthly
      2. Can Deposit / Remittance – Minimum 6-month membership (with 10% off) / 12-month membership (20% off)

      You also have a 30 day money back guarantee.

      Hope this helps and feel free to reach out if you have any questions.

      Regards,
      Allan
      P.S. I’m giving away a special bonus tutorial – a step by step (screen by screen) tutorial
      on buying stocks with COL Financial using Stocks Update exclusively
      for my affiliates. To become an affiliate, pls join TRC using this link.
      http://www.trulyrichclubblog.com/JoinTRC

  54. Rosana Dela Cruz /

    Hi Allan just want to inquire if to whom i can send the scanned copies of COL applucation forms?

    Please advise.
    Thank you.
    Rosana

  55. Hir sir! ive read from this blog n pwedeng gamitin passbook with adress written in it.. Coz i dont have any billing statement.. So can i use my passbook instead,since may adress nmn ako n nkalagy duN?

    • Allan /

      Hi Gem,

      If you’re basis is your bank account, I think they will base on the billing statement that’s being sent to you by the bank. No older than 3 months. If you don’t have one, you can use your parents or siblings billing statement instead.

      Regards,
      Allan

  56. lorie /

    Hi Allan, I joined TRC, and I’m now trying to open an account with COL Financial. I don’t have a TIN number, and I’m a citizen abroad. I tried reading the burngutierrez link, but it is only for self-employed people. I check the BIR site and was not really able to find anything on applying for a TIN while abroad. How can I apply for a TIN if I don’t have anyone to go to BIR to apply me for one, and there’s no option to apply online? I looked at Form 1904, but there’s no mailing address, which leads me to believe that the form cannot mailed. Could you please advise on what I should do? Thank you in advance.

    • Hi Lorie,

      Great to hear from you. I believe the instruction given by Burn (http://burngutierrez.com/how-ofw-secure-tin-while-abroad/)
      for self-employed is to make the process easier but it doesn’t necessarily mean you should choose self-employed.

      The entire process is done online & I believe only the payment of the registration fee requires a representative to make a payment.

      Having said that, you may try to contact the authorities themselves via contact_us@cctr.bir.gov.ph for further clarification.

      Regards,
      Allan

      • Hi Allan,
        I am currently abroad, planning to be a member of TRC, I noticed that it is cheaper in Philippines. So can I just register during my vacation so I can have the cheaper one? and when I come back abroad, do I still have the same access?

        • Hi, Sheng!

          Yes, you can join when you come back home and register using your Philippine address. I believe you’ll still have the same access when you go abroad.

          Regards,
          Allan

  57. Hi Allan,

    I do have the same concern with Shardik who posted a comment last August 1, 2014. Unfortunately, there has not been any response to his query. From an individual account, how can we convert it to a Joint account? Hope to hear from you.

    Thanks!

    • Hi Rene,

      According to COL Financial, you’ll just have to re-submit a new set of application forms (similar to first opening an account) and include an amendment form that they can send to you upon request.

      Hope this helps!

      Regards,
      Allan

  58. Hello,

    Just want to ask how to register to COL Financial. We are based here in KSA.

    Looking forward to hearing from you soon.

    God bless

    • Hi!

      I would highly suggest taking the following steps if you want to start investing in Philippine stocks.

      1. You can check the requirements here: https://www.colfinancial.com/ape/Final2/home/open_an_account.asp

      2. Send a scanned copy of your requirements to helpdesk@colfinancial.com &/or maribel.roque@colfinancial.com
      for them to check the completeness and correctness of the forms
      prior to sending the hard copies to the Philippines.

      Also, you may inquire if there are any restrictions applicable to you
      based on your location. Just to be safe.

      3. If you have the go signal, you may send the hard copies to
      COL Financial Group, Inc. c/o Mabel Roque
      2403-B East Tower, PSE Centre, Exchange Road,
      Ortigas Center, Pasig City, 1605, Philippines

      4. Wait for an e-mail from them regarding the activation of your
      account and funding instructions for your account.

      5. Once you fund your account, you’re good to go!

      After you have an account already, you may join TRC.

      You can join by clicking this link
      http://www.trulyrichclubblog.com/JoinTRC

      You can see all the benefits of the Truly Rich Club and
      at the bottom you can choose between Philippine and
      International Resident.

      Membership can be paid via

      1. Credit Card – Monthly
      2. Can Deposit / Remittance – Minimum 6-month membership (with 10% off) / 12-month membership (20% off)

      You also have a 30 day money back guarantee.

      Hope this helps and feel free to reach out if you have any questions.

      Regards,
      Allan

      P.S. I’m giving away a special bonus tutorial – a step by step (screen by screen) tutorial
      on buying stocks with COL Financial using Stocks Update exclusively
      for my affiliates. To become an affiliate, pls. join TRC using this link.
      http://www.trulyrichclubblog.com/JoinTRC

  59. hi! can you please help me know about the stock market? just in case this is my first time to invest. what tip can you give me on how to manage stocks. im also one of the interested who wants to invest in the stock market. thank you in advnace.

    • Hi Ellaine,

      I would highly suggest you suggest registering for this free training session entitled Stock Market Success with TRC to learn how to invest in stocks using TRC via a step-by-step tutorial including the strategies & logic behind them.

      Just visit http://www.trulyrichclubblog.com/StockMarketSuccessWednesday

      Also, I have a special Stock Market Crash Course for Beginners that can help you understand how the stock market works & more importantly how to make it work for you. It’s been viewed more than 30,000 times with more than 445+ positive reviews.

      Just visit http://www.trulyrichclubblog.com/smcc-summary/

      Hope this helps!

  60. Hi!

    I am interested in joining COL financials. I have a question. Is the TRC the trade position provider? Is it a straight to the point sort of a “copy-paste” service provider? I am asking these because as a beginner and someone who would not have the ample time to analyse the market will be really thrilled if this is the service of TRC.

    thanks!

    • Hi Val,

      Yes, it’s pretty much a straight-forward system.

      I would highly suggest you suggest registering for this free training session entitled Stock Market Success with TRC to learn how to invest in stocks using TRC via a step-by-step tutorial including the strategies & logic behind them.

      Just visit ‪www.trulyrichclubblog.com/StockMarketSuccessWednesday‬

      Also, I have a special Stock Market Crash Course for Beginners that can help you understand how the stock market works & more importantly how to make it work for you. It’s been viewed more than 30,000 times with more than 445+ positive reviews.

      Just visit ‪http://www.trulyrichclubblog.com/smcc-summary/‬

      Hope this helps!

  61. Hi!
    I’m an 18 year old college student. Just want to ask if i can invest to stocks already:)
    thank u

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