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SECURITIES AND EXCHANGE COMMISSION Metro Manila, Philippines FORM 23B STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Check box if no longer subject Filed pursuant to Section 23 of the
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How to fill out amount of securities owned:

01
Determine the type of securities you own. This could include stocks, bonds, mutual funds, or any other form of investment.
02
Gather all necessary documents and statements that provide details about your securities. This may include brokerage statements, stock certificates, or investment account statements.
03
Review each document carefully and identify the current number or amount of securities you own for each specific investment.
04
Calculate the total quantity or value of securities you own by adding up the amounts for each investment.
05
Ensure that you accurately input the information in the designated section on the form you are filling out. This could be a financial disclosure form, tax form, or any other document that requires reporting of securities ownership.
06
Double-check your entries to ensure accuracy. Mistakes in reporting the amount of securities owned can have implications on taxes, financial planning, or legal matters.

Who needs amount of securities owned:

01
Financial institutions: Banks, loan providers, or other financial organizations may require information on the amount of securities owned to assess your overall financial health and risk profile when considering various financial services.
02
Regulatory bodies: Government entities such as the Securities and Exchange Commission (SEC) or other regulatory bodies may request the amount of securities owned as part of their oversight functions or when investigating potential securities fraud.
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Tax authorities: When filing tax returns, individuals are often required to provide details on securities ownership, including the quantity and value of securities held. This information helps determine any tax obligations or benefits related to investments.
04
Estate planners and legal advisors: Amount of securities owned is a vital component of estate planning and probate processes. Accurate information about securities ownership helps determine how assets should be distributed and can impact inheritance, taxes, and financial planning for future generations.
05
Financial advisors: To provide personalized financial advice and investment recommendations, financial advisors need to understand their clients' current securities holdings. Knowledge of the amount of securities owned allows advisors to evaluate risk profiles, diversify portfolios, and make appropriate investment suggestions.
In conclusion, accurately reporting the amount of securities owned is important for a variety of financial, legal, and regulatory purposes. It helps institutions and individuals make informed decisions, comply with regulations, and plan for the future.
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Amount of securities owned refers to the total number and value of securities that an individual or entity possess.
Any individual or entity who holds securities is required to file the amount of securities owned.
The amount of securities owned can be filled out by providing accurate information regarding the number and value of securities held.
The purpose of reporting the amount of securities owned is to provide transparency and accountability in financial dealings.
The information that must be reported on amount of securities owned includes the type of securities, quantity held, and their total value.
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