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. Personal Information








3. Address





Residential


Business




4. Contact Information











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Can’t fill everything up right now?



No problem.





Fill out as much as you can and submit it we’ll still open your Account

But access & features may be limited depending on the data we receive














Not sure how to fill up this form?



(Have lots of questions? That’s all right.)



Click the chat box below to speak to one of our Customer Service agents




5. Preferred Bank







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



6. Financial Information







7. Financial Status






Annual Gross Income


Assets


Net Worth


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8. Investment Objective








Not sure what your investment objectives are? You can select multiple options.

Select your Investment Objectives



9. Related Parties






Are you a director, shareholder of, and or Employed with a Stock Brokerage?




Are you a director of a listed company?





State your affiliation


10. Upload IDs





Upload colored scans/pictures of:


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

-or-

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



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

Acceptable Primary IDs


SSS UMID | Passport | Driver’s License

Voter’s ID | PRC ID | OFW ID | Postal ID

Postal ID | Senior Citizen ID | TIN ID

Acceptable Secondary IDs


1. IDs issued by a University, Corporation, Government Institution

2. NBI, Police or Barangay Clearance

3. PSA/NSO Birth or Marriage Certificate





11. Add Account






Do you want to add beneficiaries?

Add atleast one beneficiary to proceed.


Add Beneficiaries



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12. 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

13. Payment Instructions







14. 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

Office Hours: 9:00 am – 6:00 pm a. We’d love to see you

b. Bring your Printed & Signed Account Opening Forms, Trading Agreements & Signature Card

or

Request our back office to print out the forms for you

a. Let our Customer Account Opening specialist guide you through the rest of the process

b. Have some coffee and meet some of our lovely staff.




16. Request Video Chat







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













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