Get Application Opening Form In Philequity

Filling out the Application Opening Form in Philequity online is a crucial step in initiating your investment. This guide provides clear and detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Application Opening Form online:

1. Press the 'Get Form' button to access the Application Opening Form, which will allow you to open it for online completion.
2. Enter your folio number in the designated field to help track your application. If you do not have one, you can leave this blank.
3. Fill in the date of application in the format dd/mm/yy. Ensure that this date reflects when you are submitting the application.
4. Complete the primary investor's personal details, including last name, first name, and middle initial. If you have co-investors, provide their details in the corresponding fields.
5. Select the fund name from the dropdown list or enter it manually if necessary. Ensure the correct fund is chosen as per your investment strategy.
6. Specify the amount you wish to invest in the appropriate field. Make sure that you adhere to the minimum investment requirements for the chosen fund.
7. Write out the investment amount in words in the provided section to avoid any discrepancies.
8. Choose your payment method by checking the appropriate box for cash, check, or direct deposit. Provide additional details as necessary, such as the check number if applicable.
9. If opting for the Personal Investment Program (PIP), attach the required PIP form and fill in the details such as the sponsoring company and the PIP amount.
10. Review the declaration of signatures section. All listed parties must sign and verify the information provided is accurate and complete.
11. After completing all fields, double-check for any missing information or errors. Once confirmed, save the changes made to your application.
12. Finally, you can download or print the completed Application Opening Form for your records, or share it with the necessary parties as required.

Complete your Application Opening Form online to take the first step toward your investment journey.