3. Notice that a Buy order is highlighted in green and a Sell order is highlighted in red. What does G.T.C. Your order's execution will be dependent on your place in the order queue and the To avoid this error, view your Uncommitted Stock Positions first under the TRADE/PORTFOLIO tab followed by the PORTFOLIO If your account value drops below the requirement, you will need to deposit additional cash or marginable Log on to your COL account and a security warning will prompt you whether to run the application. This means the data sent between your computer Furthermore you can use the WATCHLIST under the QUOTES tab to bring up a table wherein you can input a list of stocks to monitor. 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, Can I still view the site and trade while my COL X2 account is suspended? Buying Power with Margin is the maximum cash value or amount you can buy of marginable stocks. You may fund your COL Financial through an overseas remittance. value of Php100,000 in Marginable stocks). You might be trying to cancel your order during the pre-open or pre-close period. When depositing your stock certificates, here is what you should do: Lodgement of 1 certificate of Stock A Yes, stock certificates can be lodged or `deposited` into your account as long as the name appearing on the The first row of prices for each column represents the best bid or buyer and You can also opt to place your order during off-hours or when the market is closed by going to the TRADE/PORTFOLIO > OFF-HOURS ORDER and place your order by indicating the price you want to buy at and it will automatically calculate the number of shares to be purchased. As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment COL Financial was established in 1999 with the vision of allowing a low-cost and easily accessible means to invest in the Philippine Stock Market. Remember that trading time starts at 9:30 AM and ends at 12:10 PM. Your order entry form now has an additional row labeled Term with three options: ATO, GTC, … Marginable Stocks 11.To Why did I get this error message? One-time set-up for your investment amount and schedule. Total account equity is computed by totaling the market value of all your stocks that are fully paid plus adding remaining cash. abbreviation related to Order: Good Till Cancelled What happens when I skip a scheduled investment date? To read a quote you first read out the best buying price and the best selling price. What differentiates investing through the COL EIP than through a mutual fund? What are the fees charged for executing trades? The BDO option`s charges and transaction days may vary per remitting bank/ center. 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. Select the 'Enter Order' option. You can attempt to Modify an order to lessen your desired volume in an earlier posted order. Each stock may trade at different minimum lot sizes controlled by its price. The maximum value or amount available to make new purchases of non-marginable stocks or is the total amount withdrawal in cash To open an account, please download the forms, You can post selling of shares of up to that If you need any assistance, you may call our customer service at (632) 6-515-888. 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. You will need to reapply for your COL X2 account to be reinstated by filling up a `Margin Reactivation Form` view your ATC order while the market is closed, click on the 'Off-hours A faster modem or a DSL connection is preferred. 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". This temporary price is used for preliminary calculation 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 for evaluation. The customer can only buy as much as what can be purchase with his cash balance. or completely executed. A buy-stop-limit order protects you from overpaying by setting a … there is none, this would be equivalent to the closing price of the If your equity percentage falls below 33.33%, your COL X2 account is automatically suspended and you will receive a notification of a Margin Suspension. `Logout` button whenever you are logged into your account. Once you`ve set-up this information, you can start investing. To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for mechanics: User must specify the order to be of type ATC. There are no monthly fees for COLFinancial. This credit line facility will be available to you at the following interest rates: The total amount you can borrow `on margin` depends upon the total value of your marginable stocks plus the cash balance in your account. Sign the card twice and attach it to your upliftment form, Prepare a copy of 2 valid government issued IDs for submission to the transfer office, Sometimes personal appearance may be requested by the transfer office, The transfer office will notify us of their need for personal appearance, Philippine Stock Exchange Transaction Fee (PSE Trans Fee), Securities Clearing Corporation of the Philippines Fee (SCCP), Automated order placement and execution via the internet, Access to live quotes and other market statistics, Research materials and market commentaries, Price charting program and Ticker system display. There are no withdrawal fees. The COL Easy Investment Program pares down the choices of investors to Premium Growth Stocks. Click on the QUOTES menu tab followed by STOCK INFORMATION then STOCK QUOTE. (signature cards are available from COL). 12.Your What are the proper security settings for my Java plugin? Good till Cancelled order (GTC) - For Commodities. Does opening several windows slow down my system? There are many important benefits to using the cost averaging method. COLFinancial Good-till-Cancelled (GTC) Order, 2. We recommend a period of at least 5 years. only to determine more or less if you have the cash or shares to execute A triggered Multi-Contingent order follows the same process flow as a triggered Contingent order. 6. This GTC order will be open till the time the trader placing the order actually cancels the order or the order gets automatically executed. You will also be reminded to fund your account, should you not have the funds available, in your COL account. and minimizes risk by providing you a list of companies to invest in which were carefully selected by COL`s seasoned financial Should the account holder fail to comply, COL then reserves the right How do I read the Quote Screen into a stock (The Bid & Ask)? List of Premium Growth Stocks pre-selected by our team of seasoned analysts. review your order request, then enter your password to confirm. If a stock`s board lot is 1,000 then that is the minimum amount of shares that can be bought and any mount above this should also be traded in scales of 1,000. DTMO provides a comprehensive set of resources to conduct training. Just like GTW, a GTM or “Good ’til the end of the month” order is valid until executed or, this time, until after thirty (30) calendar days. To enter GTC orders, go to the Order Entry Function (Trade/Portfolio->Enter Order). The time suspension is (1) hour after the last unsuccessful attempt after which they are given one attempt thereafter to successfully log-in. Good-till-Cancelled (GTC) Order pertains to an order placed to buy and sell stocks at a specified price that remains active until rescinded or executed (check COL Financial website about Limit GTC Order). RUN-OFF. Automatically updates and computes your portfolio value. The ATC order must be sufficiently funded with cash or stocks to remain a valid day-only order. How do I transfer my stockholdings from another local stockbroker? Simply fill up the Funds Withdrawal Form. You can post a price that is higher than the buying price in an attempt to get a better price, but you take a chance of not getting your order We use Secure Socket Layer (SSL) encryption - which makes our website very secure. Philippine Stock Exchange Center, Exchange Rd. Other charges will remain the same. 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. first out basis during pre-open session. order when the market is OPEN or when the market is CLOSED. Any proceeds generated by any stock sale to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. equivalent to the price of the stock during market RUN-OFF. Available on Margin or Total Credit Line Granted = Php200,000 Where can I find the list of marginable stocks? to immediately payoff one`s margin loan within 24-hours by depositing additional funds and/or marginable stocks or sell stocks. function before placing new orders. With its experience in servicing experienced investors looking for more convenient ways of stock trading, COL Financial is well-poised to drive the development of the online trading investor market in confluence with the increased penetration of internet access, broadband services and increasingly tech-savvy investing public. he order that you posted may have already been filled or done. 1605 Philippines We will then send an email with your log-in details to your registered email address for you to access your COL account. However if you wish to withdraw the funds, you must wait three days after you sell to avail of its proceeds. Because of the risks involved, it is important that you fully understand the rules and requirements involved in Your order entry form now has an additional row labeled Term with three After posting, all Off-hours orders immediately become Limit Day Orders and cannot be a small amount of capital. Only ATC orders which have enough cash or stocks to execute the ATC orders are indicated by an ATC value under the Term column. On occasion the PSE may suspend stocks Who are eligible to apply for a COL X2 account? This condition will trigger a Margin Alert via email and a notification in your Trade/Portfolio With COL EIP, the cost-averaging investment method is simple and easy to maintain. We recommend that you to fund your account at least 48 hours before your next investment date. 4. For credit to COL account at the next banking day: IMPORTANT: Please indicate the COL ACCOUNT HOLDER`S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account. rating built in by perceived risk, which controls the percentage multiplier effect to determine its marginable value. trading stocks on margin. Through the COL EIP, COL Financial has simplified the cost-averaging method for its customers by automating the purchase of stocks Your attempt to buy or sell may have exceeded or surpassed your credit. A transfer fee of P75.00 per stock (regardless of number of shares) will be charged by the issuing broker Our login process provides another layer of security. TRADE tab followed by the PORTFOLIO function then press on View Monthly Ledger. A user is given (5) attempts to log-in before a time suspension is activated. You can however cancel any posted or remaining non-matched orders in the following manner: Note: You cannot modify orders during Pre-Open period between 9:15AM to 9:30AM and during Pre-Close period between 11:58AM to 12:00PM. S - Strong Balance Sheet. A connection problem may exist between the client and COLFinancial or between the PSE and COLFinancial. stand for in Order? Cash Account Log-in to your account at COLFinancial.com. To find out more about our margin facilities click here: Margin Facility. * For foreign citizens, please contact our Customer Support at helpdesk@colfinancial.com or call our hotline at +632 6-515-888 for details of requirements needed. Fax No. The COLFinancial GTC orders are limit orders which are valid for seven (7) calendar days. Under the "Update" tab click on the "Update Now" button. COL Financial offers a host of online trading and information services, among which are: Our contact numbers are as follows: What would prevent me from placing an order? Thereafter please click on the Preview Order button to review and verify your order. COL charges the lowest-allowable You only need a small amount of money to start. and our website is encrypted and even if it falls into the hands of a third party, it is virtually impossible to decipher. Click here for instructions ››, Option 2: iRemit (www.myiremit.com) How do I get in touch with COL Financial? This will then display a summary of your account details including your listed stock positions with its current market value. What if my Equity Percentage falls below 50%? the commission charge is .5% of the Gross Trade Amount. personal details. Use your online banking faiclity to fund your COL account. effectively bringing the average purchase cost down. An accounts margin facility will thereby remain suspended until cancelled/modified during (9:15AM-9:30 AM). You can start trading after your initial funds have been received and/or cleared which can take from 1 to 3 days depending on your banks clearing time. Exchange Road, Ortigas Center, Pasig City A Margin Suspension is set off when one`s equity percentage falls below 33.33% and this triggers the end of all margin What services are offered by COL Financial? The only costs involved for every EIP transaction are the standard trading fees in buying and selling stocks. M - Management Credibility Go to www.java.com and click on the "Free Java Download" button. For Premium accounts, the minimum deposit is Php1,000,000. Calendar Schedule - automatically updated to inform EIP investors when their next date to purchase shares of their premium stocks will be. If your equity percentage falls below 42.857% a Margin Call will be issued. GTC orders can 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 detail box will surface to ask for the new intended volume. For further inquires please contact our Customer Service Representatives at (632) 6-515-888. Follow these steps to configure your java applet security settings: The security of your financial information is very important to us and we take every step to protect you online. Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate. Simply check your PORTFOLIO Balances under the TRADE/PORTFOLIO menu tab to examine your available balances. Convenience - You can borrow at any time once your COL X2 account is approved and in place - no additional forms or applications are required. margin rating into the stock grants you the ability to use 100% of its doubling capacity. You can enter odd lot orders by choosing the ODDLOT button on the order details box. It is also important to send us your receipt at remit@colfinancial.com. The application for margin will be subject for approval. COL can change the margin requirements for any security without prior notice. Check should be payable earnings over the period of time. stock. 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). stock market. the originally signed form to the COL FINANCIAL GROUP, INC. Business Center at 2403-B East Tower PSE Centre, Exchange Road, The actual price that your order will have would be ATO order is allowed during pre-open sessions (morning and afternoon) or even the night before. Availing of COL X2 allows you to increase your buying power and is a powerful investment tool, Can I cancel the entire COL EIP Schedule? steps: 1. charges rendered by the bank). A new password will be sent to your registered email. Represents the percentage of your marginable securities over your margin loan. including GTC's have to follow the Exchange's order regulations on cancellations and You can buy ANY stock listed in the PSE, including IPO`s, in an amount that would not cause your equity percentage to drop below 50%. activity (9:00am-12:00nn and 1:30pm-3:30pm), please use the regular "Enter Orders" function. Once you are able to log in, it is strongly recommended that you change your password to something more personal for security reasons and to enhance recall. You enter an order by filling out the order entry box with the stock code, number of shares you wish to buy or sell, and then the price you wish to trade. COL Financial support staff. And if you require a broker-assisted trade, The Ticker reveals the active side of the market as it summarizes the most recent trades and may show where the action is. For orders during market Electronic transfer can take one or two working days and would COL EIP`s objectives are to minimize risks and maximizing your earnings potential over a period of time and you can start with This means that you will always be Send the two (2) original signed COL Margin Facility Agreements to: COL Business Center, Attention: COL Margin, 2403-B East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, 1605 Philippines. Send the two (2) original signed COL Margin Facility Agreements to: COL Financial Business Center, Attention: COL X2, 2703-C East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, 1605 Philippines. Management reserves the right to approve/deny any application as it sees fit based upon its measures of standard. If the Valid Until date is a non-trading day, it will no longer be valid on the next trading day which follows. You can access the Java Help Resources for further questions and concerns. Good ‘Til Cancelled Order (GTC) - An order to buy or sell at a specified price. When you click the preview order, … then send the completed and signed forms together with the required documents to our office address. can only be DAY orders, not GTC or ATC orders, which means you`ll have to place your odd lot sell order again the next day if it is not matched today. To do so use the `Logout` button in the right hand side of the website. Minimum Portfolio Balance: P1,000 for Starter GTC orders can only be Placing an ATC order does not guarantee that your trade will be partially A minimum maintaining net equity balance of Fifty Thousand Pesos (Php50,000.00) is required to keep my/our Margin account activated. resilience and long-term earnings potential. For example, if the GTC order is entered on November 26, the order will be valid until January 25. Partially Matched orders are uncompleted orders where only a portion of the desired order has been matched. For active traders. Note: some brokers may charge Php82.50 for this fee. Through the Online Withdrawal Facility, you can check the status of your withdrawal request by: You can check how much funds you can withdraw from your COL account using the Online Withdrawal Facility. What shares of stock and how many shares can I buy using my COL X2 account? Therefore, you can now purchase any stock as long as you maintain an Equity Percentage of 50%+. Click on the 'Trade/Portfolio' tab. This will show you all entries made into your account for at each login and before every order is sent to the Exchange for processing. Furthermore, you can decide you the mix of your portfolio or choose the specific stocks the market state becomes RUN-OFF, your ATC order will get sent to the To a written transfer instruction to do so, a copy of which must be furnished to COLFinancial. Good ’til canceled (GTC) describes a type of order that an investor may place to buy or sell a security that remains active until either the order … The GTC order is more popular among savvy commodity traders and hedgers who are willing to wait longer to get the price of their choice. (Note: the color headers for BUY orders is GREEN, while the heading for SELL orders is RED). base value on hand before accounting for any open orders; while Available value shows your new balance net of any funds section which informs you that your equity percentage has fallen below 50%. 2401-B East Tower, PSE Centre, Exchange Road, Ortigas Center, Pasig City. All the marginable stocks and cash balance in your account are held as collateral for your margin loan. 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). The available trigger values are the same as a regular Contingent order. The maximum value or amount available to buy marginable stocks. A posted order, even if it is not filled will temporarily lock out your available cash as it reserves it for that transaction. Click here for instructions ››, Option 3: Banco de Oro (BDO) someone else has accessed your account. You can check all posted orders in the following manner: Note: You cannot cancel orders during Pre-Open period between 9:15AM to 9:30AM and during Pre-Close period between 11:58AM to 12:00PM. However, in most cases, GTC orders expire automatically after 30 to 90 days. Margin borrowing increases your level of market risk and is not for everybody. If the Valid Until date is a non-trading day, it will no longer be valid on the next trading day which follows. Our address is: COL Financial Group, Inc. A minimum of Php1,000 is required to open a COL EIP account. 2403-B East Tower Philippine Stock Exchange Center and lodged with the PDTC, the transfer will be done electronically. A GTC, also called an open order, is the opposite of a day order, which is automatically canceled at the end of the trading day if it isn't filled. Represents the total amount of borrowings. You can check your positions and balances by clicking on the upper menu option TRADE then clicking on the secondary option called PORTFOLIO. credit and to borrow against marginable securities already in the account. the longer the investment period, the more opportunity for greater compounded earnings. Do so use the ` logout ` button whenever you are logged into account! 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