The first step to investing in mutual funds via COL's platform is to open an account with COL. For information on opening a COL account, please see this link.
Once you have a COL account and have logged in, you can access the COL fund source under the Mutual fund tab of your COL account.
You will then need answer the Client Suitability Assessment (CSA) available online in COL Fund Source. It only has 7 questions that will assess your risk profile as an investor. Kindly note that you will need to answer the CSA for each COL account that you may have, in case you have more than one account.
After answering the CSA, you will see the list of mutual funds that are suitable for you, based on your risk profile, under the Investor Profile tab.
You can already start making your first purchase after this. For a guide on how to buy mutual funds, please see this link.