Get Ph Philequity Investment Application Form

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.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date in the designated mm/dd/yyyy format. This should reflect the date you are completing the application.
3. Fill in your account name and account number in the specified fields. Ensure that all information is typed in capital letters for clarity.
4. Select the fund name and investment type from the options provided. Specify the amount you wish to invest alongside the equivalent amount in words.
5. 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).
6. 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.
7. 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.
8. 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.
9. Review the important reminders section regarding processing times and submission guidelines. Ensure that you have all required documents ready.
10. 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.