ONLINE ACCOUNT OPENING PROCEDURES
Print and accomplish the
Data Privacy Form and Foreign Account Tax Compliance (FATCA) Form.
i)
Data Privacy Form
ii)
FATCA Form
Fill up the UCPB Securities, Inc. (USI) online trading account application form.
(NOTE: Do not leave any field blank, type NA for not applicable fields.)
Alternatively, click here to download the form:
i)
USI Client Account Information Form
Print and sign the
USI Client Account Information Form
and
UCPB Securities Inc. Specimen Signature Cards
.
(NOTE: Printing is required for completing this application.)
Submit application documents along with a photocopy of two (2) valid government-issued IDs and other requirements to designated locations:
(1) Any UCPB Branch; or
(2) UCPB Securities, Inc.7th Floor
UCPB Corporate Offices
7907 Makati Avenue, Makati City
Wait for a call and e-mail confirmation from USI that your online trading account is ready.
*For your inquiries, you can email us at
mystocksinfo@ucpb.com
or call us at (632) 8811-9975 and (632) 8811-9978.
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