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Phil's equity Management, Inc. 2004A 20/F Philippine Stock Exchange Center Exchange Road, Ortega Center, PSIG City Trunk line: 689-8080 www.philequity.net ACCOUNT OPENING FORM INDIVIDUALS INSTRUCTIONS

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1. Start by gathering all the necessary documents and information. This may include personal identification documents (e.g., passport or driver's license), proof of residence, proof of income, bank statements, and any other required financial documents.
2. Visit the Philequity Management Inc website or office to access the application forms. Alternatively, you may be able to request the forms through email or phone.
3. Carefully read and understand the provided instructions on the application forms. Ensure that you have a clear understanding of the terms and conditions, investment options, and any associated fees or charges.
4. Begin filling out the application form by providing all the required personal information. This may include your full name, contact details, date of birth, social security number, and employment information.
5. Provide accurate and complete financial information, including your annual income, assets, and liabilities. This information helps Philequity Management Inc evaluate your financial situation and determine suitable investment options for you.
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7. Review the completed application form to ensure all the information provided is accurate and up to date. Double-check for any errors or omissions that may affect the processing of your application.
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10. Submit the completed application form and accompanying documents to Philequity Management Inc through the designated channel. This can be done in person at their office, by mail, or via their online application portal, depending on the available options.

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1. Individuals who want professional investment management and wish to grow their wealth through various investment options.
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Philequity Management Inc. is a company that offers investment management services.

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