Mutual Funds Investing and Order Processing

What are the mutual funds available in the COL Fund Source?
Below is the list of mutual funds available in our platform: (Please note that COL Financial and its Mutual Funds partners reserve the right to c...
Wed, 13 Mar, 2019 at 2:25 PM
How do I start investing in mutual funds?
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 thi...
Wed, 13 Mar, 2019 at 1:45 PM
Can I buy mutual funds that are outside of my Risk Profile?
You have the option to invest in Mutual Funds that are outside of your risk profile. You will need to approve the waiver form that will appear on your scree...
Wed, 28 Oct, 2015 at 3:36 PM
When can I update my Risk Profile?
The result of the Client Suitability Assessment (CSA) questionnaire is valid for 3 years. The system will prompt you when it is due for updating. You ma...
Wed, 13 Mar, 2019 at 3:18 PM
How to buy mutual funds via the COL Fund Source
In order to buy mutual funds, you will need to access the mutual fund facility of your COL account. 1. To access the COL Fund Source facility, log into y...
Thu, 30 May, 2019 at 12:20 PM
How do I cancel an Order?
1. Go to the VIEW ORDER tab and click the Cancel button under the Action column. 2. Enter your password then click Cancel Order. Note that you may only canc...
Fri, 15 Apr, 2016 at 3:26 PM
How do I modify an Order?
1.Go to the VIEW ORDER tab and click the Change button under the Action column. 2.Input the revised amount that you want to buy or the revised number of sha...
Wed, 22 Mar, 2017 at 11:50 AM
What is the cut-off time for buying or redeeming mutual fund shares?
The cut-off time in Fund Source is 11am Philippine Standard Time. It is the basis for the NAVPS used in the transactions. Subscriptions or redemptions recei...
Fri, 15 Apr, 2016 at 3:28 PM
How do I view my pending order and its status?
All pending orders will be listed under the View Orders tab, together with the status of the order. Listed below are the different status...
Wed, 13 Mar, 2019 at 1:57 PM
When do I get confirmations for my order/s?
Confirmation of orders will be sent via email in the following business day as long as they are placed within the dealing-cut off (before 11am). Otherwise,...
Mon, 11 Mar, 2019 at 4:48 PM