Corporate Account Information Form

CAIF (Company Information)











Thank you for choosing



EASTERN SECURITIES DEV’T CORP.


as your preferred Brokerage.




1. Account Type





Choose the platform you’d like to sign up for



If you’re not sure which one’s right for you, sign up for a demo or click read more about each platform’s features.

Still not sure?


Just select Traditional for now, we can always set up your online access later.



2. Company Information










4. Address





Business




Others





4. Contact Information
















5. Preferred Bank








Select the personal bank you would like us to send your sale proceeds, cash dividends, cheques payable or fund transfers




5. Payment Instructions










6. Financial Information









Annual Gross Income



Assets



Net Worth



7. Investment Objective







Select your Investment Objectives



8. Related Parties







Is the Company affiliated with another Stock Brokerage




Is the Company a Listed Company or affiliated in any way with a Listed Company?






9. Persons Authorized to Transaction on Behalf of the Company








Authorized Person #1





Authorized Person #2





Authorized Person #3







10. Company’s Authorized Signatories








Authorized Signatory #1





Authorized Signatory #2





Authorized Signatory #3







11. Corporate Secretary Information





12. Upload IDs






Upload colored scans/pictures of:



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Two (2) Gov’t Issued, Valid (not expired) Photo IDs

-or-

One (1) Gov’t Issued & one (1) acceptable Secondary ID


Each for the:

Corporate Secretary

Each Authorized Signatory

Each Authorized Person

Don't have Valid ID scans on hand? Send it to us later at caif@eastern-sec.com


Additional Documentary Requirements Reminder



Photocopy of the following documents duly certified by the Corporate Secretary:



- SEC Registration

- Articles of Incorporation

- By-Laws

- Latest General Information Statement (GIS) filed with the SEC


Notarized Board Resolution or Secretary’s Certificate Authorizing the Corporation to:



- Open an Account with Eastern Securities Development Corporation

- Appoint the designated officers authorized to transact on behalf of the company











We appreciate your patience in carefully filling out our account opening forms,

Please consider the following options in order to transmit your forms and documentary requirements.




13. Download & Print All Forms








Print Forms if you’re asking for a Pick Up, mailing your forms, or if you're coming by our Manila Office to complete your Account Opening process (click the link to download).



This is the printable version of the form you just filled out.


Customer Account Opening Form



14. Additional Documentary Requirements





Final Checklist for Corporate Accounts (I):



Corporate Account Information Form
(Printed and Signed by Authorized Signatories)

Securities General Trading Agreement
(Printed and Signed by Authorized Signatories)

Online Trading Agreement (if Applicable)
(Printed and Signed by Authorized Signatories)

Two (2) Valid Government issued IDs
(Per Authorized Signatory)
(Per Authorized Person to Transact)
and (of the Corporate Secretary)




Final Checklist for Corporate Accounts (II):



Specimen Signature Cards
(Two (2) per Authorized Signatory)
(Two (2) per Person Authorized to Transact on Behalf of the Company)
(Two (2) from your Corp. Secretary)

Corporate Papers
(Articles of Incorporation)
(By-Laws)
(Latest General Information Statement (GIS) filed with the SEC)

Notarized Board Resolution/Secretary Certificate Authority to:
(Open an Account with Eastern Securities Development Corporation)
(Printed and Signed by Authorized Signatories)


15. Delivery Options








Now that you’ve filled out all your forms, decide whether you want to: (Click for more details)


a. Print the forms you just filled out

b. Sign the printed forms as indicated

c. Schedule a Pick Up Time


TO

d. Our Dispatch team will come to the address you provide


* Verify the completeness of your forms and be on their way

Note: If you select this option we will be able to process your Account much faster

a. Let us print your forms

b. Schedule a Drop Off Time


TO

c. Receive a call from our team to confirm when we will drop off your forms

d. Our Dispatch Team stops by the address you provide


* Ensures your documents are complete
* Walks you through which forms need to be signed
* Brings your forms back for evaluation

Address: Unit 1701 Tytana Bldg. Oriente St. Binondo, Manila 1006

Office Hours: 9:00 am – 6:00 pm


* Make sure we receive all the documents listed in the Reminder Checklist Below.





16. Corporate Secretary Interview via Video Conference









Part of the way we provide you excellent service is to always make your data and identity are protected. Our face-to-face interview with you is kept on file, in compliance with all data privacy & industry standard regulations. Let’s us put a beautiful face to your name, and prevent fraudsters from pretending to be you.

Reach us through