Mutual Funds Investing and Order Processing

What are the mutual funds available in the COL Fund Source?
Below is the list of funds available in the platform: (COL Financial and its Mutual Funds partners reserve the right to change the product ...
Wed, 22 Mar, 2017 at 11:49 AM
How do I start investing in mutual funds?
You can place your orders by following these actions: You need to open a COL account in order to invest in COL Fund Source.  You must answer the C...
Wed, 28 Oct, 2015 at 3:35 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 questionnaire is valid for 3 years. You may update it once a year during the anniversary date when you first...
Fri, 15 Apr, 2016 at 3:24 PM
How do I place an Order?
 You can place your orders by following these actions: 1. Log-in your COL account and click on the Mutual Fund tab on the upper right side. 2. Click on the...
Fri, 15 Apr, 2016 at 3:25 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 know the status of my Order?
Click on the View Orders tab and you will see the status of your order/s. 
Wed, 22 Mar, 2017 at 11:50 AM
When do I get confirmations for my order/s?
Confirmation of orders will be sent via email in the succeeding business day provided that they are placed within the dealing-cut off. Otherwise, orders w...
Thu, 22 Sep, 2016 at 4:20 PM