INVESTMENT APPLICATION FORM DATE mm/dd/yyyy 2004-A East Tower Philippine Stock Exchange Centre Exchange Rd. Investment Application Form and validated deposit slip copy of check issued should be i. Submitted directly to PhilEquity Management Inc. 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 IAF NO. INSTRUCTIONS Please type all information in CAPITAL LETTERS* Fill-out this form completely. Write N/A on fields that are not applicable and do not leave any blank spaces. TRANSACTION DETAILS Account Name Fund Name Investment Type Amount Amount in Words Initial Additional Reinvestment from Currency Peso Dollar PAYMENT DETAILS / OPTIONS Mode of Payment Check No* Reference No* Check Telegraphic Transfer Direct Deposit Bills Payment s Post Dated Check Others IF CHECK PAYMENT Checks should be payable to Fund Name For investment of Investors Account Name Bank/Branch Date IF DIRECT DE....
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How to fill out the PH PhilEquity Investment Application Form online
Filling out the PH PhilEquity Investment Application Form online is a straightforward process designed to facilitate your investment in PhilEquity funds. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to successfully complete the application form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering the date in the designated mm/dd/yyyy format. This should reflect the date you are completing the application.
- Fill in your account name and account number in the specified fields. Ensure that all information is typed in capital letters for clarity.
- Select the fund name and investment type from the options provided. Specify the amount you wish to invest alongside the equivalent amount in words.
- Indicate if this is an initial or additional investment, and if reinvestment from a prior fund should be included. Select the relevant currency (Peso or Dollar).
- In the payment details section, choose the mode of payment, such as check or telegraphic transfer, and provide any necessary transaction details like check number or reference number.
- If your payment will be made via check, include the bank and branch information along with the payment date. For direct deposits or bills payments, fill in the corresponding bank and branch information.
- Read and acknowledge the declaration statement, which confirms the accuracy of the information you provided and the legitimacy of the funds being invested. They should be signed by the authorized signatories.
- Review the important reminders section regarding processing times and submission guidelines. Ensure that you have all required documents ready.
- Once all fields are filled, check for any blank spaces. Save your changes, download, and optionally print the form for your records before submission.
Complete your investment application online today to start your investment journey with PhilEquity.
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How do I withdraw money from Philequity?
✓ Redemption Order Forms should be submitted to your distributor or agent for initial verification. If you are a PhilEquity direct client, documents may be: i. Submitted to PhilEquity Management Inc. at 15th Floor, PSE Tower, 5th Avenue corner 28th Street, Bonifacio Global City, Taguig City, 1634 or ii.
What is the management fee for Philequity fund?
Annual Management Fee 1.5% P.A. A mutual fund investment involves risk. The value of the fund may go up and down.
What is Philequity Index Fund?
It is composed of 35 blue-chip stocks and tracks their performance from day to day. For investors who are looking for an investment which mirrors the performance of the Philippine Stock Exchange Index (PSEi), Philequity PSE Index Fund (PPSE) is the perfect solution.
How do I apply for Philequity?
Account Opening Form and Investment Application Form. One (1) Valid ID with signature of each partner. Certified True Copy of SEC Certificate of Registration. Certified True Copy of Partners Agreement. Certified True Copy of Partner's Resolution authorizing investment in Philequity and authorized signatories.
How do I withdraw from Philequity fund?
✓ Redemption Order Forms should be submitted to your distributor or agent for initial verification. If you are a PhilEquity direct client, documents may be: i. Submitted to PhilEquity Management Inc. at 15th Floor, PSE Tower, 5th Avenue corner 28th Street, Bonifacio Global City, Taguig City, 1634 or ii.
What is the management fee for Philequity PSE Index Fund?
Annual Management Fee 1.00% P.A. A mutual fund investment involves risk.
Who owns Philequity?
IGNACIO B. Gimenez is the Chairman of Vantage Equities Inc. the holding corporation which owns 51% of Philequity Management, Inc. He is also the Treasurer of I. B.
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