You can place your orders by following these actions:

  1. You need to open a COL account in order to invest in COL Fund Source. 
  2. You must 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. 
  3. After answering the CSA, you will see the list of mutual funds that are suitable for you, based on your risk profile, under the Client Profile tab. 
  4. You may already start investing.