DACALLOS, CLARIZA JANE D.

MODULE 6
BSBA III-9

PRE-ASSESSMENT:
Direction. Read the questions carefully. Write your answer on the space provided.
1. Credit Cooperatives an institution that generates common pool of funds in
order to provide financial assistance and offer related financial services to its
members for productive and provident purposes.
2. Pawnshop shall refer to an entity engaged in the business of lending money
on personal property that is physically delivered to the control and possession of the
pawnshop operator as loan collateral.
3. Financing Companies Engaged in specialized forms of financing such as:
direct lending or by discounting or factoring commercial papers or accounts
receivable; buying & selling contracts, leases, chattel mortgages, or other
evidences of indebtedness, financial leasing of movable & immovable property
4. Credit Granting Entities Are those entities who, in the course of their business,
extend credit through installment or deferred payment sale, such as but not limited
to real estate dealers and property developers, car and other vehicle dealers, or
appliance stores.
5. Maximization of Profit A function of a financial institution where it provides
investment opportunities & help businesses, households & government to
generate maximum returns

EVALUATION:
Direction. Write TRUE if the statement is valid and FALSE if otherwise. If the
statement is FALSE, underline the word(s) that make it wrong. Answer in a letter
size bond paper.
1. Function of financial institutions are only limited to allocation and deployment of
funds to meet liquidity and/or funding needs.
 FALSE
2. Lending companies are corporations engaged in granting loans from its own
capital funds or from funds sourced from more than 19 persons.
 FALSE
3. Pre-need companies and insurance companies are synonymous considering that
their offered products/services both deal with future events.
 FALSE

REINFORCEMENT:
Direction. Read carefully and answer in a letter size bond paper.
1. Choose 5types of non-banking institutions and cite 3 operating companies for each
type currently operating in the Philippines, with their respective company logos, and
date of establishment.

PAWNSHOP

Company Logo Date of

Establishment

PALAWAN 1954
PAWNSHOP

CEBUANA
LHUILLIER 1988
 VILLARICA
PAWNSHOP 1954

INSURANCE COMPANY

Sun Life of Canada 1895

(Philippines) Inc.

BPI-Philam Life 1933

Assurance Corp., Inc.

Manulife Philippines 1907

 MONEY CHANGER

Czarina Foreign
Exchange 1978

Tivoli Money
Exchange 1983

Lulu Philippines
International 2009
Exchange
Inc.

REMITTANCE AGENTS

MoneyGram 1940

PayPal 1998
 Smart Padala 2004

INVESTMENT COMPANY

Philequity Fund, 1994

Inc.

NCM Mutual Fund, 1995

Inc

United Fund, Inc. 1993