INVESTING PROCESS

Step 1

• Fill out and submit Forms Nos. 1 to 4
  Click here to download the forms - Mutual Fund
  Click here to download the forms - UITF

Step 2

• Go to any BPI Branch or Metrobank Branch to deposit your check/cash over the counter using payment slip or you may transfer online.

Step 3

• Email the following documents to support@affinitycorp.net
1. 1 valid ID with visible photo and signature of the principal and co-investor, if any
2. Forms Nos. 1 to 4
3. Proof of fund tranfer or deposit

• You may open an account or several accounts under your name. However, it is advisable to maintain one account only for easy monitoring.


• Minimum account opening requirements are:
  1. Email address
  2. Mobile Number


• If with Co-investor or Co-Account holder, fill-out the spaces provided.


• Please follow Steps 1 to 3.

Step 1

• Fill out and submit Form 01, Transaction Form
  Click here to download the forms - Mutual Fund
  Click here to download the forms - UITF

Step 2

• Submit Proof of fund transfer of deposit

• Only the Principal or “Client 1” will fill up and sign the Transaction Form (Form no. 01).


• The Co-investor need not sign the Transaction Form.