How to redeem stock certificate

how to redeem stock certificate

Procedures

Request for Certification

Note: The below procedures are for clients who transact directly with Philequity.

INITIAL INVESTMENTS

  1. Download a copy of our prospectus
  2. Accomplish and submit the following account opening documents based on your account type:

For Individual/Joint

Additional requirements for In-Trust-For (ITF):

  1. Birth Certificate of beneficiary
  2. One (1) valid ID of beneficiary

For Joint account please indicate whether "OR" or "AND" taking note that in an "AND" account, both shareholders need to sign on every instruction whereas for an "OR" account, only one (1) investor is required to sign.

All account holders should indicate their Tax Identification Number (TIN) in the account opening forms.

The shareholder will receive a Confirmation Notice for the investment/redemption made. If enrolled in the email facility, this will be sent within 24 hours from booking date otherwise, it will be coursed through mail which will take more than 7 days. Immediately inform our office for non-receipt of the Confirmation Notice .

For Institution

For Sole Proprietorship

For Partnership

  1. Account Opening

    Form (AOF)

  2. Investor Risk Profiling Questionnaire (IRPQ)
  3. Investment Application Form (IAF)
  4. Two (2) Signature Cards
  5. One (1) Valid ID with signature of each partner
  6. Certified True Copy of SEC Certificate of Registration
  7. Certified True Copy of Partners Agreement
  8. Certified True Copy of Partner's Resolution authorizing investment in Philequity and authorized signatories
  9. Latest General Information Sheet
  1. Account Opening Form (AOF)
  2. Investor Risk Profiling Questionnaire (IRPQ)
  3. Investment Application Form (IAF)
  4. Two (2) Signature Cards duly authenticated
  5. One (1) Valid ID with signature of each authorized signatory duly authenticated
  6. Certified True Copy of Certificate of Registration with appropriate government agencies
  7. Certified True Copy of Articles of Association or Constitution and By Laws
  8. Certified True Copy of Secretary's Certificate / Board Resolution authorizing investment in Philequity and authorized signatories
  9. Latest General Information Sheet
  • Invest through the following mode of investment:
    1. Check — indicate name of the fund (i.e. "Philequity Fund, Inc.") in the "Payable to" portion
    2. Deposit directly to any of our accredited bank accounts:

    Source: www.philequity.net

    Category: Forex

    Similar articles: