Transaction Forms

Mutual Funds

For Individual Investor

Enumerated below are the different transactions, the forms to use and other documents needed to complete your manual application:

Transaction Type	Forms to Fill-out	Other Documents Needed
New Account Opening	Transaction Form (No.1) Customer Information Sheet(No.2) FATCA/DPS (No.3) Client Suitability (No.4)	Copy of Valid ID (with photo and signature) Proof of investment deposit or fund transfer
Succeeding Transactions or Top-up	Transaction Form (No.1)	Proof of investment deposit or fund transfer
Redemption	Transaction Form (No.1)	Important to input the Mode of settlement details on the form
Fund Switch	Transaction Form (No.1)	None
Update Personal Information	Customer Information Sheet(No.2) FATCA/DPS (No.3)	Letter request (any format)

New Account Opening

Succeeding Transactions or Top-up

Redemption

Fund Switch

Update Personal Information

Here are the forms you need to download for your manual transactions:

Transaction Form (No.1)

Customer Information Sheet(No.2)

FATCA/DPS (No.3)

Client Suitability (No.4)

IMPORTANT GUIDE AND INFORMATION

Send the documents through email at support@affinitycorp.net or through your portal by tapping UPLOAD DOCUMENT at the sidebar.
There are numerous ways to fund your transaction. Click here for information.
The effectivity of your transaction is upon submission of complete document/s and subject to daily cut-off time.
For any assistance, please call our landline number (02) 8354-7225 or Viber/Mobile+63 917 710 7391 and look for Jayson Pascua.