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General Account Update Form

This document is a general update form for COL Financial Group Inc. It requests information to update a customer's personal and financial details, including name, civil status, occupation, assets, income sources, and contact information. The customer must disclose any affiliations with government entities, brokerages, or listed companies. They provide specimen signatures to authorize COL to process the updated information.

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Carolina Villena
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96 views1 page

General Account Update Form

This document is a general update form for COL Financial Group Inc. It requests information to update a customer's personal and financial details, including name, civil status, occupation, assets, income sources, and contact information. The customer must disclose any affiliations with government entities, brokerages, or listed companies. They provide specimen signatures to authorize COL to process the updated information.

Uploaded by

Carolina Villena
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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COL FINANCIAL GROUP INC.

24th floor East Tower, Philippine Stock Exchange Centre,


Exchange Road, Ortigas Center, Pasig City, Philippines 1605
Customer Service Hotline: (+632) 86515888
Email Address: helpdesk@colfinancial.com
PSE Trading participant, SCCP & SIPF Member

GENERAL UPDATE FORM ACCOUNT NUMBER v.11.2020


Please fill up clearly in BLOCK LETTER, affix signature(s) and attach a copy of a valid government issued ID(s).
-
PERSONAL INFORMATION PRIMARY ACCOUNT HOLDER SECONDARY ACCOUNT HOLDER
Last Name

First Name

Middle Name
Civil Status  Single  Married  Divorced  Widowed  Separated  Single  Married  Divorced  Widowed  Separated
Employed Retired Overseas Filipino Employed Retired Overseas Filipino
Employment Status Self-employed Student Others _________ Self-employed Student Others _________
Unemployed Homemaker Unemployed Homemaker
Occupation/Position Title

Name of Employer

Nature of Business
No. & Street Building/Subdivision No. & Street Building/Subdivision

City/Province Postal/Zip City/Province Postal/Zip Code


Business/Office Address Code

Town/District Town/District
Philippines USA Others ___________ Philippines USA Others ___________

DISCLOSURES
Are you a corporate officer or director of  YES, Specify Company: ________________________  YES, Specify Company: _______________________
a PSE listed company?  No  No
Are you a director, officer or employee of  YES, Specify Company: ________________________  YES, Specify Company: _______________________
another broker/dealer?  No (provide consent letter from broker, if not submitted before)  No (provide consent letter from broker, if not submitted before)
Are you a shareholder of another  YES, Specify Company: ________________________  YES, Specify Company: _______________________
broker/dealer?  No  No
Have you or your immediate family at any time  Yes (Immediate family refers to your spouse, parent,
 Yes (Immediate family refers to your spouse, parent,
been employed by a government entity (local
 No parent-in-law, child or your child’s spouse)  No parent-in-law, child or your child’s spouse)
or foreign) or international organization?
FINANCIAL AND INVESTMENT PROFILE
Assets  <500,000  <1 Million  <5 Million  <10Million  Over 10 Million
Net Worth  <500,000  <1 Million  <5 Million  <10Million  Over 10 Million
Annual Income  <200,000  <500,000  <1 Million  Over 1 Million
 Salary  Business  Family / Inheritances / Regular Remittances
Source(s) of Income
 Retirement/Pension  Investments
CONFORME & SPECIMEN SIGNATURES
I hereby authorize COL Financial Group, Inc. (COL) to update my account details as indicated. I confirm that all the information in this FORM are true and correct. COL is authorized to verify the same
and may consider any misrepresentation as sufficient ground for the rejection of this request. Should this request be denied, COL has no obligation to furnish the ground for such rejection. I consent to
the processing of all information I provided or will provide to COL in the future. I hereby affix my signature to signify my conformance to all the foregoing.
PRIMARY ACCOUNT HOLDER SIGNATURE SECONDARY ACCOUNT HOLDER SIGNATURE
Signature  Signature 

Signature  Signature 

Signature  Signature 

Date Signed: M M D D Y Y Y Y Date Signed: M M D D Y Y Y Y

FOR COL’S USE ONLY


RECEIVED BY: DATE RECEIVED: APPROVED BY: DATE APPROVED: PROCESSED BY: DATE PROCESSED:

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