15

Quotes Trade Research

Enter Order View/Modify Order Trading Hist ENTER ORDER
Order Details

Preview Order

Enter your Password BUY

Automate your investments

with COL’s EIP facility
What is COL Easy Investment Program (EIP)
COL EIP is our online facility that makes investing convenient by
letting you automate your long-term investing.

It’s an easy way to do peso-cost averaging, allowing you to

spread your buying through ups and downs, so you get a lower
average price and get more upside in the long run.
830
shares
900 bought
shares 1,190
6 960 bought shares
1,000 shares bought
shares bought
5 bought 1,200 1,400
shares
1,500 bought
shares
shares bought
4 1,600 bought
shares
bought
3

5K 5K 5K 5K 5K 5K 5K 5K 5K
MONTH MONTH MONTH MONTH MONTH MONTH MONTH MONTH MONTH
1 2 3 4 5 6 7 8 9

Benefits of COL EIP

Monthly
You’re in control
15
Up to you how much, how often and until
11/15/2019

when you will invest.

3 Years

Easy
All it takes is a one-time setup. You can even
link your bank to your COL account to
auto-transfer funds for investing.

Expert Guidance
Our research team will provide you with
stocks recommended for long-term auto
investing.

www.colfinancial.com 1
How do I automate my stock investments?
Step 1: Log in to your COL account and click on the ‘Trade’ tab.

Step 2: Click ‘EIP Scheduler’ and fill out the required fields (as
marked by the red check marks in the sample
screenshot below).
Complete order details before clicking on the Submit button

XXX

Step 3: Click ‘Submit’ and check if the information is correct.

Step 4: Enter your password and click ‘OK’ to verify the EIP
order.

Sample COL EIP Investment Plan

Stock Code XXX 2-yr Cost Averaging plan to BUY Php15,000
Cash Value Php 15,000 of Company XXX every quarter
Period Quarterly
Duration 2 Years

Total Invested: Php 115,340

Current Value: Php 189,000 (+64%)

www.colfinancial.com 2
How do I automate my fund investments?
Step 1: Log in to your COL account and click on the ‘Mutual
Fund’ tab to go to COL Fund Source.

Step 2: Click ‘Schedule EIP’ and fill out the required fields (as
marked by the red check marks in the sample
screenshot above)

Step 3: Click ‘Preview EIP Order’ and check if the information is

correct
Step 4: Enter your password and click ‘OK’ to verify the EIP
order

For the full tutorial, go to link bit.ly/COLschedulefunds.

www.colfinancial.com 3