COL customers may subscribe to an ongoing IPO thru the following steps:

  1. Login to www.colfinancial.com and then click on the IPO banner on the HOME page.
  2. Click on the subscribe link, fill out the subscription form and then submit
  3. Provide sufficient cash balance in portfolio for subscription amount before deadline
  4. Check View IPO Request Status on the Porfolio page for share allocation confirmation after deadline (may be subject to electronic raffle if oversubscribed)
  5. IPO shares will be credited to COL account on Listing Date


Important:

  • Subscription is not first-come-first-served; Reservations will not be accepted
  • Share allocation may be limited and subject to electronic raffle if oversubscribed
  • Share allocation for electronic raffle may be given in minimum lots only
  • Clients must have subscribed online and have sufficient funds as of deadline to qualify for the raffle


Aside from online, subscription to IPO may also be done thru Local Small Investors Program or LSIP.