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Who is PhilEquity?
Philequity Management, Inc. (PEMI) is an investment
management company established in 1994. They are
committed to helping you achieve your long-term financial
objectives by offering an array of mutual funds suited to
your unique needs.
Step 2:
Accomplish and submit the following account opening
documents based onyour account type:
For Individual/Joint
Account Opening Form (AOF)
Investor Risk Profiling Questionnaire (IRPQ)
Investment Application Form (IAF)
Two (2) Signature Cards
One (1) Valid ID with signature of each investor
Additional requirements for In-Trust-For (ITF):
Birth Certificate of beneficiary
One (1) valid ID of beneficiary
Step 3:
The Minimum Initial Investment for Philequity Fund Inc. is
Php 5,000.00 pesos.
Invest through the following mode of investment:
3.1 Check indicate name of the fund (i.e. "Philequity
Fund, Inc.") in the "Payable to" portion
3.2 Deposit directly to any of our accredited bank
accounts:
Important:
For investments in US dollar or to Philequity Dollar Income Fund we recommend transacting your deposit
with Unionbank since their US Dollar cash deposit is not subject to clearing.
Step 4:
Step 5:
That's it!
CONGRATULATION!
You just took the first step in preparing
for a better future.