Who can avail:
Existing COL customers with a total account equity (cash plus stocks) of at least Php200,000 and above are eligible to apply for the COL Margin Facility.
How to apply for Margin:
Step 1: Download our Margin Agreement Form found in the HOME tab then click the FORMS link.
Step 2: Read the terms and conditions before affixing your signature at the last page and write your COL account number underneath. Note: For joint account holders, both signatories are needed.
Step 3: Submit the original form to our Operations Department at 2401B East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, Pasig City, Philippines.
Once COL Financial receives the forms, a signature verification will be done before processing your Margin Facility request.
Changes in your COL Account:
Once the Margin Facility has been activated, click the TRADE tab then the PORTFOLIO link. Your account balance view will have a new format.
View approved Margin Limit:
To know how much credit the Margin Facility can give you, check your detailed balances on your portfolio page.
Underneath the detailed balances, note the Approved Margin Limit row to see your maximum allowable credit.
