FREQUENTLY ASKED QUESTIONS

Online Trading Account

1. • • APS Online
       1. At the home page www.apsonline.com.ph, click "Open Account".
       2. Fill up the APS Online trading account application forms.
       3. Print and sign all 3 forms:
          • Customer Account Application Form (CAIF)
          •  Online Trading Service Agreement (OTSA)
          •  Specimen Signature Cards (SSC)

     (Note: Printer is required for completing this application.)

     4. Check your e-mail and click the verification link from APS Online. Assemble application documents and other requirements and submit it to 20^th floor, The Peak Tower, 107 L.P. Leviste Street, Salcedo Village, Makati City.
     5. Proceed to funding your account. [Link: How To Fund Your Account]

     Wait for e-mail confirmation from APS that account has been activated and is ready for trading. You can then log in at       www.apsonline.com.ph with your user name and password.

     • Traditional
       • Individual Client
     1. Personal appearance, face-to-face interview, or by appointment with one of our licensed traders. You may visit our office from Monday to Friday during business hours from 8am to 5pm.
     2. Fill up and sign the Customer Account Information Form (CAIF), Securities Trading Agreement (STA), and Signature Cards to be provided by APS.
     • Corporate / Institutional Client
     1. CAIF, STA, and SSC will be delivered to the business address of the corporate / institutional client by the Sales Trader or the authorized representative of APS.
     2. Submit the duly-signed forms provided by APS together with the required corporate papers / documents

• • Filipino Citizens
    • Duly-accomplished and signed forms
      • APS Online – CAIF, OTSA, SSC
      • Traditional – CAIF, STA
    • 2 valid or government-issued IDs (Any of the following: Driver’s License, Passport, SSS/GSIS ID, Unified Multi-Purpose ID (UMID), Senior Citizen’s Card, Voter’s ID, Government Office ID, PhilHealth Card, Professional Regulation Commission (PRC) ID, Seaman’s Book, OFW ID, OWWA ID, Police or NBI Clearance, Company ID, School ID)
  • Overseas Filipino Workers (OFW)
    • Duly-accomplished and signed forms
      • APS Online – CAIF, OTSA, SSC
      • Traditional – CAIF, STA
    • Photocopy of Passport
    • Photocopy of another valid government-issued ID
  • Resident Foreign Citizen
    • Duly-accomplished and signed forms
      • APS Online – CAIF, OTSA, SSC
      • Traditional – CAIF, STA
    • Alien Certificate of Registration Identity Card (ACR I-Card), Work Permit from DOLE, or Permanent Resident Visa (PRV)
    • Photocopy of Passport or National Identity Card
  • Non-Resident Foreign Citizen
    • Duly-accomplished and signed forms
      • APS Online – CAIF, OTSA, SSC
      • Traditional – CAIF, STA
    • TIN Number (for U.S. Citizens only)
    • Photocopy of Passport
    • Photocopy of another valid government-issued ID
  • Corporate / Institutional Clients
    • Duly-accomplished and signed forms
      • APS Online – CAIF, OTSA, SSC
      • Traditional – CAIF, STA
    • Corporate Papers:
      1. Secretary’s Certificate or Board Resolution authorizing the opening of account with APS including the authorized signatories of the corporation for that purpose
      2. Articles of Incorporation and By-Laws
      3. General Information Sheet (GIS)
      4. Latest Audited Financial Statements
      5. Two (2) valid government-issued IDs of the authorized signatories and corporate secretary