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Get Philequity Fund
How it works
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Open form follow the instructions
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How to fill out the Philequity Fund online
This guide provides a comprehensive overview of the process to fill out the Philequity Fund application form online. It offers clear and detailed instructions tailored to users of varying experience levels with digital documents.
Follow the steps to successfully complete your application
- Press the ‘Get Form’ button to access the application form and open it in your preferred document editor.
- Fill in the transaction details section. Enter your account name and account number accurately. Specify the fund name you are investing in, the type of investment you are making, the amount you wish to invest, and the amount in words for clarity.
- Indicate whether this is an initial investment, an additional investment, or a reinvestment. Choose the currency for the transaction, either Peso or Dollar.
- Proceed to the payment details section. Select your mode of payment from the options provided, such as check, telex, telegraphic transfer, or direct deposit. If using a check, ensure to provide the check number and reference number.
- If paying by check, write the payable details, including the fund name with the account name included, along with the bank/branch and date of the check.
- For direct deposits or bills payment, input the respective bank/branch and the date of the transaction.
- In the declaration section, certify that all the information you have provided is accurate and complete. Sign and print your name, and include the signature of any authorized signatories as required.
- Review the entire document for accuracy. Once you are satisfied with the information provided, you can save changes to the form, download it, or print it for submission.
Complete your Philequity Fund application online today and make your investment count.
Accomplish a Fund Switch Form. Submit fully accomplished form to either one of the following methods: If enrolled to our Facsimile and Electronic Mail Instructions fax to (632) 8250-8701 or email scanned copy to invest@philequity.net.
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