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INVESTMENT APPLICATION FORM DATE mm/dd/yyyy 2004-A, East Tower, Philippine Stock Exchange Centre, Exchange Rd., Pasig City, Philippines 1605 (+632) 689 8080 (+632) 706 0795 sales philequity.net www.philequity.net.

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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

  1. Press the ‘Get Form’ button to access the application form and open it in your preferred document editor.
  2. 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.
  3. Indicate whether this is an initial investment, an additional investment, or a reinvestment. Choose the currency for the transaction, either Peso or Dollar.
  4. 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.
  5. 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.
  6. For direct deposits or bills payment, input the respective bank/branch and the date of the transaction.
  7. 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.
  8. 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.

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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.

Identify Goals and Risk Tolerance. Style and Fund Type. Fees and Loads. Passive vs. Active Management. Evaluating Managers and Past Results. Size of the Fund. History Often Doesn't Repeat. Selecting What Really Matters.

Ultrashort Term. Invest. Investing money for Less than 1 Month. ... Short Term. Invest. Investing money for 1 to 12 Months. ... Medium Term. Invest. Investing money for 1 to 3 Years. ... Long Term. Invest.

Philequity Fund, Inc. PEFI gives investors access to a diversified stock portfolio managed by some of the best equity fund managers in the country.

Generally speaking, there are four broad types of mutual funds: those that invest in stocks (equity funds), bonds (fixed-income funds), short-term debt (money market funds) or both stocks and bonds (balanced or hybrid funds). Every mutual fund is designed to spread around risk while capturing wider market gains.

Most companies that pay dividends on preferred stock or common stock or both typically do so on a quarterly basis. There are companies that pay on a semi-annual basis and even a few that issue dividend checks monthly. Mutual funds collect this income and then distribute it to shareholders on a pro-rata basis.

PEFI is a growth-oriented mutual fund that is invested in shares of stock that are listed in the Philippine Stock Exchange (PSE).

The most obvious option is to buy mutual funds directly through the investment companies that offer and manage them. Mutual fund companies range from publicly traded giants like T. ... One key advantage of buying directly from mutual fund companies: no sales commissions or brokerage fees.

You can now invest in Philequity Mutual Funds with a minimum of PHP 1,000 for your initial investment and PHP 500 for additional investments. To invest in mutual funds through your COL account, click on the 'Mutual Fund' tab when you log in to your account at www.colfinancial.com.

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© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Your Privacy Choices
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
altaFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232