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Online Trading
Countrys Leading
Online Stock Broker
We are celebrating
our 15th Year of
partnerships with
our customers
COL listed in the
PSE in 2006
COL carries over
P40-B AUMs
ONLINE trading
EASY &
CONVENIENT
EMPOWERED
INVESTOR
DATA SENT
TO YOU
COST
EFFICIENT
z
24/7
ACCESSIBILITY
SAVINGS &
Investments
Investment: process of
putting your savings to
active use to generate
more profits
SAVINGS &
Investments
51,918,373
O YR
5 YR
1%
10 YR
SAVINGS
15 YR
14%
30 YR
36,334
26,957
23,219
21,020
20,000
20,000
22,092
38,508
60 YR
INVESTMENTS
20.00%
18.82%
18.00%
16.00%
14.77%
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
3.48%
3.75%
4.62%
1.81%
2.00%
0.00%
PSEi
91-D T-Bill
5-Yr
10-Yr
Inflation
Guideline 1:
Invest for the Long Term
Philippine Stock Exchange
Index (PSEi)
1999-2015
Guideline 2:
Buy Quality Stocks.
Looking for GEMSS!
S
M
E
Management
Credibility
Superior
Products/
Services
S
Strong
Balance
Sheet
Earnings
G
Growing
Industry
Take Advantage
of COLs Research
Comprehensive
Research
Get easy access to
relevant and timely
research reports.
Guideline 2:
Buy Quality Stocks at Reasonable Prices
Looking for VALUE!
P12.00
Expensive
P10.00
P8.00
Fair Value
Cheap
Take Advantage
of COLs Research Stats
Using COLs Investment Guide
2) Fair Value
Guideline 3:
Diversify to manage Risk
Dont put all your
eggs in one basket
Take Advantage
of COLs Online Portfolio
Cash
Stock Code
COL Financial Group Inc.
# Shares
Gains/Loss
Guideline 4:
Buy stocks using a PLAN!
Methodology:
Trading
Peso Cost
Averaging
We Recommend:
Peso Cost Averaging
Strategy: Invest a fixed amount
of money periodically over
time.
Month 1
Buy Php5,000 worth of stock
ABC at market price
Month 2
Buy Php5,000 worth of stock
ABC at market price
Month 3
Buy Php5,000 worth of stock
ABC at market price
4
Ave Cost per Share
3
1
5
6
Month
Features
Premium Stock List allow us to give you our stock
recommendations
ALI
BPI
JFC
MWC
SMPH
TEL
AC
AP
BDO
DMC
EDC
ICT
MBT
MPI
SM
URC
RLC
GTCAP
FMETF
Start Date
Total Investment
Current Value
Gross Return
Annualized Return
1-Aug-08
1-Aug-08
1-Aug-08
1-Aug-08
1-Aug-08
1-Aug-08
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Mar-11
1-Aug-08
1-May-12
1-Jan-14
385,000
385,000
385,000
385,000
385,000
385,000
230,000
230,000
230,000
230,000
230,000
230,000
230,000
230,000
230,000
230,000
385,000
160,000
60,000
903,982
690,535
1,118,782
618,036
689,983
539,275
357,878
310,917
379,867
367,089
317,651
369,704
277,028
250,229
315,183
646,393
936,146
231,569
65,051
135%
79%
191%
61%
79%
40%
56%
35%
65%
60%
38%
61%
20%
9%
37%
181%
143%
45%
8%
26.4%
18.0%
33.1%
14.6%
18.0%
10.3%
23.6%
15.8%
27.0%
25.0%
17.0%
25.3%
9.6%
4.3%
16.6%
58.8%
27.5%
29.1%
15.9%
ASSET CLASS
GOAL
Stocks
Capital
Appreciation &
Interest
Bonds
(Corp & Govt)
R
I
S
K
Short to Long
Term Interest
Short term
Interest & Capital
Preservation
FUND HOUSES
Professionally
Managed
Liquid
Why
Mutual
Funds?
(Buy/Sell Anytime)
Diversified
Empowerment
So What Else Can I do with Online Trading?
A lot!!!!
Look for a
Lead
Get a
Quote
Study the
Data
Trade
Monitor &
Manage
Portfolio
Mobility
Stock Market Comes to You!
Mobile Apps
Take advantage of Mobility
COL FINANCIAL
ACCOUNT
1 APPLY
2 SUBMIT
3 FUND
Fill-out our
application forms
Submit to our
accounts officers
STEP 1 APPLY
Customer Account
Information form (CAIF)
Account Owner
INDIVIDUAL
CHOOSE ONE
JOINT ACCOUNTS
Account is owned by 2 individuals and all
documents and checks would reflect both
names.
JOINT OR
Yours to Keep
IN-TRUST-FOR (ITF)
STEP 2 SUBMIT
APPLICATION
FORMS
PAUSE APPROVAL
IDENTIFICATION
CARD
STEP 3 FUND
FUNDING OPTIONS
COL CASHIER Cash or check, COLs cashier located
at our business center can receive your funding.
PARTNER BANKS
FUND
NOTE
withdrawals@colfinancial.com
Fax no. 634-6958
Congratulations...
ACCOUNT OPENED!
LOG-IN DETAILS:
QUESTIONS?
www.colfinancial.com
****
****
*****
THANK YOU!
We enjoyed having you here.