An upliftment process is a conversion of your electronic shares into a stock certificate. This would mean that your stock investment will no longer reflect in your COL Financial account but rather in a stock certificate for your safe keeping.
To request for withdrawal (or upliftment) of your stock certificates, please visit our website and download the Request for Upliftment of Stock Certificate form under HOME>Forms>Form Needed for Upliftment of Stock Certificate.
Fill it out and send the originally signed form to the COL FINANCIAL GROUP, INC. Business Center at 2403-B East Tower PSE Centre, Exchange Road, Ortigas Center, Pasig City.
You will also need to submit a signature card per company to complete this request. The upliftment process can take up to 1 to 3 months to generate the certificate.
When withdrawing your stocks from your COLFinancial account, here is what you need to do:
|1||Fill up the necessary request form||Form: Upliftment of Stock Certificates|
|2||Acquire a signature card from our business center. Sign the card twice and attach it to your upliftment form||One (1) Signature card per stock, regardless of number of shares|
|3||Prepare a copy of 2 valid government issued IDs for submission to the transfer office||Picture and signature should be clear.|
|*||Sometimes personal appearance may be requested by the transfer office||The transfer office will notify us of their need for personal appearance|
|*||A processing fee will be charged:
P150 if the transfer agent is a bank
P162 if the transfer agent is a non-bank (This is per certificate)
|This can be charged to your COLFinancial account provided it has enough available cash balance|