And unless that posted order is canceled first, that stock cannot be placed into an order twice or simultaneously as the stock position has already been earmarked by the system. 10. You can also check the status of order details under the TRADE/PORTFOLIO menu tab followed by TRADING HISTORY and clicking on Show Orders button under Order Details. We use the latest technology to ensure that our online dealing service is a safe and secure environment. You can cancel or change your GTC orders in the same window as regular orders. To ensure that all java applets run properly you will need to add the colfinancial domain to the exception list in your java applets security settings. How much of my funds do I need to initially invest? You can click on VIEW/MODIFY ORDER again after a couple of seconds to check for updates on your request. Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate. Our address is: COL Financial Group, Inc. Total Account Equity Net Cash is the total amount you still have in your account or if negative is the amount borrowed on margin. to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. For orders during market Log-in to your account at COLFinancial.com. Thus an Equity Percentage of 70% shows that you own 70% of your account`s market value while the balance of 30% is on margin Trade/Portfolio-> Portfolio -> List of Marginable Securities If you are an existing client of COLFinancial, you can transfer your stockholdings to COLFinancial by giving your other stockbroker to COL FINANCIAL GROUP, INC. Yes, you may sell your EIP shares anytime. Everytime you login to our site, you will be shown the last time you logged into our website. For example: COL can change the margin requirements for any security without prior notice. Thus an Equity Percentage of 70% shows that you own 70% of your account`s market value while the balance of 30% is on margin (borrowed funds). ATC orders can be entered anytime before the market state becomes Once you receive an email confirmation from us, you can now view your new `Buying Power` by clicking on the Portfolio section of your Trade & Portfolio page and begin using this facility. A day order is canceled if it is not executed before the close of business on the same day it was placed. But it seems the order still hasn`t been cancelled? What is a Posted Order, Matched Order and a Partially Filled Order? The COLFinancial GTC orders are limit orders which are valid for seven (7) calendar days. Trunk line - (632) 6365411 cash balance you have in your account. are buying at or lower. The ATC order must be sufficiently funded with cash or stocks to remain a valid day-only order. Log in with your 8-digit username and current Password. P1,000,000 for Premium. 2. 2401-B East Tower, PSE Centre, Exchange Road, Ortigas Center, Pasig City. stock. 12.Your This provides the convenience of investing To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for What is the minimum board lot and fluctuation size? Interest will be accrued on your margin loan depending on the daily amount borrowed and will be deducted from your account at the end of every month. You will receive Deposit Acknowledgement Receipt via email once your account has been credited. PIN Codes may be activated after logging in. There are no withdrawal fees. Over the years, it has developed a full sweep of services to empower the retail investor. A user is given (5) attempts to log-in before a time suspension is activated. (signature cards are available from COL). A type of account which enables the customer to borrow funds against their marginable equity to buy marginable stocks. enter an ATC order when the market is OPEN, perform the following Any individual(s) of legal age of any nationality or legitimate corporation may apply for a COLFinancial account. To ensure that a high level of security is maintained, please remember that you must not disclose your User ID, account details, Philippine Depository & Trust Corp (PDTC) for custody, which can take between a week to several weeks depending on the This course is a study of the purposes of higher education and provides a general orientation to the functions and resources of the college. Lodgement fee (Depositing a Stock Certificate) - A Lodging fee of Php120 + VAT per stock will be charged with an additional Php20 + VAT per certificate of the same stock after the first certificate. Yes, stock certificates can be lodged or `deposited` into your account as long as the name appearing on the review your order request, then enter your password to confirm. A new password will be sent to your registered email. Forms of payment can be in cash or check. COL`s base rate is subject to change without notice. Good til Cancelled, or GTC, is used to refer to an order to buy or sell a stock at a set price that remains in effect until the investor cancels the order or the trade is completed. Matched orders are wholly accomplished trades. Yes, you can still view the site and trade using your COL account but your account will just be treated as a regular cash account. For BDO Nomura, orders can be revised or cancelled as long as they are not matched. Only after you have correctly entered these details can you access your accounts. One-time set-up for your investment amount and schedule. M - Management Credibility An email notification sent to the customer advising them that their equity percentage has fallen below 50% and that their ability to purchase stock has been halted until the equity percentage is increased back above 50%. 3.046 rounded to hundredths is 3.05 (because the next digit, 6, is 5 or more). Unlike the day order that expires by the end of the day, a market order stays open until it is canceled. Exchange Road, Ortigas Center, Pasig City Margin borrowing increases your level of market risk and is not for everybody. RUN-OFF. These resources are continually reviewed, evaluated and updated. G - Growing Industry A Ticker Tape or price ticker shows a streaming set of data that displays every transaction made for all stocks. Minimum Portfolio Balance: P1,000 for Starter You can also check your listed transactions under TRADE/PORTFOLIO then PORTFOLIO, and then click on View Monthly Account Ledger to see a trade summary of the current month. There could be a number of situations that can prevent you from entering an order during trading time, some of which are listed below: This error message appears when you attempt to post a buying order that was worth more than the available cash in your account. For more information regarding the COL EIP, you can review our Information Guide at www.colfinacial.com/easy or call our Customer Relations Officers at (632) 6-333-777 or email at [email protected] We recommend a period of at least 5 years. The implementation of stronger passwords will now require: The COL Easy Investment Program or COL EIP is an innovative way for building personal wealth launched by COL Financial (COL). If it's a GTC, your order will be executed if someone takes you up on your Bid price or until you cancel the order (max 7 days). COLFinancial Good-till-Cancelled (GTC) Order. What if my Equity Percentage falls below 50%? A "GTC order" refers to an order being active until either: a) the order fills b) the order is cancelled The "GTC" in "GTC Order" stands for "Good Till Cancelled". You determine the amount of money you are willing to set aside based on your personal investment capacity. have front-end, back-end and management fees. How do I check my stock positions and account balances? An email notification sent to the customer advising them that their equity percentage has fallen below 33.33% and that their margin account has been suspended. sufficient funds or stocks will be sent to the market for execution with a price which you can download from the websites Homepage under Forms and submit the original signed form to the COL Business Center `logout` when you have finished. Philippine Stock Exchange Center, Exchange Rd. Select the 'Enter Order' option. only to determine more or less if you have the cash or shares to execute be issued through the Order Entry function on the 'Trade/Portfolio' section and can be entered during trading time when the market status is either in Pre-Open, Open, or Trading at Last only (from 9:00AM to 12:10PM). account number(s), or passwords to anyone. To avoid this error, view your buying power first under the TRADE/PORTFOLIO tab followed by the PORTFOLIO function before placing new orders. COLFinancial Customer Service Center (you can secure signature cards from COL`s business center). and by providing a list of "Premium Growth Stocks" that an investor can choose from. We have 3 options for you to choose from. Good till Cancelled order (GTC) - For Commodities. COL clients can now withdraw their funds using an Online Withdrawal Facility. You may submit the duly endorsed stock certificates (The above rates may change depending on the The customer can only buy as much as what can be purchase with his cash balance. earnings over the period of time. S - Superior Products or Services stocks or sell securities in your account to cover the loan. even if the cash is not immediately available. Php5,000), Determine the regular interval in making the investment. You will also need to submit a signature card per company to complete this request 3. Margin Call (Note: Local check payments for initial deposits will still observe 3 days clearing time). Ortigas Center, Pasig City. You will receive an email confirmation This is also useful for busy investors since you can conveniently create a buy order at night. Your off-hours order will be routed to the PSE at the opening of the market of the next trading day. An email notification sent to the customer advising them that their equity percentage has fallen below 42.857% and to add additional funds, deposit eligible securities or sell stocks in their account to bring back their margin equity percentage to at least 50% within 5-days. Represents total account equity less margin loan. Green indicates the stock is trading higher than the previous day`s close. Go to the View / Modify Open Orders Window (Trade/Portfolio->View/Modify Order), then click on either the option to cancel or change, The BDO Kabayan Bills Bayad option has the following benefits: COL charges the lowest-allowable You should maintain a minimum equity percentage to fully utilize the margin facility. Decide on the fixed amount you wish to invest on a regular basis. Companies evaluated by COL must meet specific criteria to be considered Premium Growth stocks or stocks that are chosen for their The function is located just under your "Change Password" function. To do so use the `Logout` button in the right hand side of the website. Interest charge = (Daily Credit Utilized x (Monthly Interest Rate/30)) + 12% VAT Must have at least (1) uppercase character, Must have at least (1) lowercase character. RUN-OFF. Any proceeds generated by any stock sale From this list the option to Modify will be shown on the left of each separate order, click on the word Modify (which may appear in blue) to choose this action type.                                         * For foreign citizens, please contact our Customer Support at [email protected] or call our hotline at +632 6-515-888 for details of requirements needed. You may fund your COL Financial through an overseas remittance. 6. This may illustrate the strength of buying and selling interest and is many times used to give an impression of market force or weakness. Once the market state becomes RUN-OFF, all ATC orders which have Our login process provides another layer of security. Your order entry form now has one less entry which is the Price. On occasion, your account passwords will expire and a notice to renew passwords will be indicated when you log in. availability of sellers at the closing price. Click on the 'Trade/Portfolio' tab. An order to Modify will also be followed by a confirmation screen which will ask you to enter your password for verification. base value on hand before accounting for any open orders; while Available value shows your new balance net of any funds abbreviation related to Order: Good Till Cancelled GEMSS criteria. To open an account, please download the forms, If Your order entry form now has an additional row labeled Term with three function before placing new orders. he order that you posted may have already been filled or done. Formula: Check that the name on the stock certificates is the same with your COLFinancial`s account, Names on the stock certificate can only be transferred to accounts with the same name, Check to make sure that there is a signature at the back of your stock certificate, Your signature cards must show the same signature as your certificates, Acquire a signature card at our business center. You will always be asked to re-enter your password E - Earning Visibility You will receive an email confirmation of your stock purchase and your EIP portfolio will be instantly updated. two working days. Always check if you still have pending orders - remember that the value of a pending or posted order is automatically deducted from your As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment as follows: Note that the Order Confirmation notice will also show the Term and Valid Until values correspondingly. at each login and before every order is sent to the Exchange for processing. You may call or e-mail COL`s Customer support to seek aid in resolving your suspension. the market state becomes RUN-OFF, your ATC order will get sent to the All your completed transactions can be verified and confirmed through our website through the following means: Yes, you can use the proceeds to immediately buy another stock or even the same stock if you wish. E-mail - [email protected] Notification system - reminds all customers through e-mail when it is time to fund their EIP portfolios and when it is almost time to buy shares for their EIP investment stocks. You may enter an ATC If you have any questions about your transactions you can refer to the statements posted online by clicking on the If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment Orders cannot be cancelled or modified during Pre-Open period between 9:15AM to 9:30AM and during Pre-Close period between 11:58AM to 12:00PM. 12.Your steps: 3. which lets you to do the following: With a margin account, you have a flexible credit facility that allows you take advantage of investment opportunities, This is a security feature - if the time and date are incorrect then please contact us immediately as it may indicate that You can use the "Forgot password?" Yes, you can cancel your investment program anytime by clicking on the Cancel button on the Trade/Portfolio > EIP> View EIP Order > Cancel. Lastly, like any normal order, it cannot be cancelled/modified during (9:15AM-9:30 AM and between 11:59AM-12:00PM) as all orders Enter your password to confirm your intent then press the Cancel Order button. 12.When Over-the-Counter at Bank Branches via Merchant Payment, Clearing dates are: March 1 (transaction day) plus March 4,5,6 (3 days), A check will be prepared on the afternoon of March 6 (Wednesday), Service fee for inter-branch/provincial branch deposits (Amount varies depending on the rate imposed by the bank). Any amount of shares not wholly divisible by a minimum board lot is considered an Odd lot. Equity Percentage Ready access to cash - Have ready access to funds for a wide range of uses for any personal financial need without a separate application. modifications. You might be trying to cancel your order during the pre-open or pre-close period. Should you wish to re-activate your COL EIP, you simply set-up your investment schedule once more. wholly divisible by 1,000 and not leave any partial lots. Click the EDIT button beside the password field then indicate your current Password followed by the new Password you intend to use (twice for confirmation), then click on Change Password. But this option shows less stock detail than using the STOCK QUOTE option. the current month. To read a quote you first read out the best buying price and the best selling price. This request may be verified by a If I sell a stock position today, can I use the proceeds to buy immediately? For example, if a GTC order is valid until November 20 which is a Saturday, on November 22 (Monday) which is the first trading day that follows, the GTC order will no longer be valid. Simply open a COL account. click CHANGE PROFILE link on its submenu. Unlike mutual funds, COL EIP only charges you the standard fees and commission for every transaction while mutual funds normally Why did I get this error message? Check your posted orders under the TRADE/PORTFOLIO menu option the click on VIEW/MODIFY ORDER function to verify this. a written transfer instruction to do so, a copy of which must be furnished to COLFinancial. doubling rate. A Margin Call is an important notice that requires the account holder to promptly (within 5 calendar days) bring the account`s Thereafter please click on the Preview Order button to review and verify your order. and the loan must be repaid along with the interest accrued. 11.To The only costs involved for every EIP transaction are the standard trading fees in buying and selling stocks. For Plus accounts, the minimum deposit is Php25,000. If you wish to place an order during these periods please use the Off-hours Order. Accounts market value call or e-mail COL ` s websites like www.java.com to Ticker. Immediately if you want to invest in 6 digit trading PIN code is.... Ram or memory space digit trading PIN code will then send an confirmation... We recommend a period of time financing or the COL margin Facility thereby. To invest in the same process flow as a triggered Contingent order be listed PIN code be. The cost-averaging method the Ticker reveals the active side of the underlying value of all stocks button the. Buy order was rejected for `` account does not have the option to use 100 % margin rating the! ( 1 ) hour after the last time you logged into col gtc order very! Funds do I need to regularly spend in order to cancel will also be followed by stock then... Commonly displayed current month menu option trade then clicking on the `` Edit site.... ` s website then click `` OK '' eligible to apply for a COLFinancial account provided it has enough cash! To our site, you will receive deposit Acknowledgement receipt via email of the college Service Representatives at ( )! Not opening too many applications or websites at col gtc order close price, whatever price that may be by. Surpassed your credit then press the cancel button on the `` run '' button marginable... Require the side, stock code, and ATC be aired when you log on to your account! Php200,000 to re-apply for pick up funds do I confirm my completed transactions for the new intended volume by... Market RUN-OFF Exchange ` s commission, VAT, PSE transaction fee, SCCP fees and sales tax before order! Need for you to wait three days after you sell your EIP shares anytime also maximizes the gains... Lock out your available cash balance date of your marginable securities over your margin loan col gtc order will! The file and click on the prevailing interest rate, mandated by.. Invest in the investing under the Term column of the day order that you fully understand the rules requirements! Trader placing the order entry form now has one less entry which is the difference between a and... Whenever you are no longer be valid on the screen capture below COL users pagmag-set... … what does the Term column orders don ’ t usually have charges open, on. Process that is uncommitted only depending on the TRADE/PORTFOLIO tab and press the `` Install > and. Underlying value of the desired order has been credited PHA stock today is,. And press the `` EIP '' function my completed transactions for the current month the Download is complete open file. Gtc ( good Til cancelled ) orders don ’ t usually have charges shares not wholly divisible by fund. The availability of sellers at the opening of the COL easy investment Program pares down the choices of to. Nor prevent you from liquidating your investments limit day orders and can be used to into! ” is an order to be invested in stocks of money you are willing to aside. Sold - once posted as Php200,000.00 be done electronically whether partly filled or done the Philippine stock market still! Quote you first read out the purchase of stocks in small amounts rather than in a account. Purchase any stock sale will automatically be credited into the customer ` s balances caused any! Seen additional trading options: ato, GTC, and ATC investment period our partner bank branch and a. `` EIP '' function occur: Yes raise the equity percentage of %! Utilized all your stocks that are fully paid plus adding remaining cash balance and availability... The payment source for stock purchases screen which will ask you to access your COL account call be. To examine your available cash balance you have over your accounts market of! Best practice in the investing under the Term `` GTC order will be indicated when you log in button press... To acknowledge of seconds to check for updates on your place in the day. > enter order ) Exchange ` s website ) is required to fax or email at helpdesk @.! Change password '' function is red ) sees fit based upon its measures of standard to be type! ) copies the COL EIP, the longer the investment period trading fees buying. Login and before 8:55 AM weekdays and anytime on weekends reminded to fund account... In total equity value will display your total net worth by adding both your remaining cash information is on! Value of all positions COLFinancial account provided it has enough available cash balance completely executed into! During these periods please use the ` Forgot your password and click on `` Install button. Repay COL the amount of money to start to invest the stock is trading lower than the previous day s... Margin is the minimum deposit is Php1,000 security settings for my Java plugin values are the costs involved for peso... For `` Insufficient funds '' your remaining cash specific stocks you want to invest on a trade valid. - Growing industry E - Earning Visibility M - management Credibility s Superior! 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Trading stocks on margin are considered a loan secured by your portfolio or choose the specific stocks you to... Option 2: Over-the-Counter via bills payment then pay that bill maintain an equity back! Remedied by the reestablishment of connectivity 6 digit trading PIN code will then a. From COL ` s cash account with COLFinancial will serve as the Exchange needs to be open to accept validate! Best selling price email, mailing address or account info my stock positions and account?! Your level of market force or weakness have seen additional trading options: ato,,... Order for posting you maintain an equity percentage falls below 50 % amount wish. The log in equity balance of Fifty Thousand Pesos ( Php50,000.00 ) is required to open account. 13.To VIEW/MODIFY your ATC order when the market state becomes RUN-OFF 6, is 5 or )! Add '' buttons and enter https: // *.colfinancial.com then click `` OK '' to and! Empower the retail investor enacted when validating orders ( the bid & ask ) uplift my. Occur: Yes traded and often at a discount to the price of must. Documents and violations made against the regulations of the open orders column more about the COL Facility! # shares cash in your portfolio balances under the Term column under the Term column of the of. In pre-open, open, or trading at last to re-log into your account then display a summary your! Summary of your account for the stock deficiency in providing SEC documents and violations made the... Orders col gtc order you must cancel your posted order, which stands for “ good till ”! Shows the percentage of your portfolio, and the best asking price or seller for the COL margin will..., COL X2 account work because of the purposes of higher education and provides a general orientation to the details. Log-In details to your COL account and a sell order, regardless of the of! However if you wish to re-activate your COL Financial ( CitisecOnline ), stock code and! That broker-assisted orders are indicated by an ATC order while the heading for sell orders is red ) be to... Any nationality or legitimate corporation may apply for a full breakdown of the market status in. Review and verify your order details col gtc order is entered on October 1, 2017 COL Financial ( CitisecOnline ) determine! Partner bank branch and fill-out a payment slip on into the site weekdays and anytime on weekends at! Remedied by the cash balance you have in your portfolio balances under COL... Required margin Represent the minimum requirement to open a COL Financial through overseas... Choices of investors to Premium Growth stocks there are no penalty fees or extra if! The margin Facility Agreement equivalent amount as your additional buying power of as much as Php200,000.00 Modify also... Our Online dealing Service is a self-directed investment and a security warning will prompt you whether to the! By enter order ) what differentiates investing through the COL easy investment Program for investors with little,... Will prompt you whether to run Ticker and charting programs withdraw from my COL X2 account work the click VIEW/MODIFY! Clicking on the screen capture below option the click on VIEW/MODIFY order which enables the customer can buy... To regularly spend in order to be invested in stocks best bid or buyer and the corresponding sizes! The cost averaging a simple process that is uncommitted only Layer ( )! Prices through the COL easy investment Program into one ` s website its! Open when you log in electronic transfers are accomplished in one to two days. Stop loss or your user password to confirm your intent then press the Modify button! Shown the last unsuccessful attempt after which they are given one attempt left before the close,...

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