Enter order viewmodify order etc click on the option

Info icon This preview shows pages 4–9. Sign up to view the full content.

(Enter Order, View/Modify Order, etc.) Click on the option that reads EIP from that sub-menu.
Image of page 4

Info icon This preview has intentionally blurred sections. Sign up to view the full version.

COL EASY INVESTMENT PROGRAM 5 Creating an EIP Record and Schedule. Once you click on the EIP option, a site page will show you three new sub- menu functions (Add EIP Order, View EIP Order and EIP Portfolio). As a default, it will also instantly bring up the Add EIP Record window for you to begin creating an EIP schedule.
Image of page 5
COL EASY INVESTMENT PROGRAM 6 Now, it’s time to fill up the Add EIP Record window. A. The first thing that you need to do is indicate the stock code of the company that you wish to peso-cost average. The List option will open a popup window that will allow you to view COL’s EIP list of recommended stocks or all of the stocks listed in the Philippine Stock Exchange from a drop down menu. NOTE: The COL Premium list of recommended stocks features companies that were carefully selected by COL’s seasoned research analysts. For more information and fundamental reviews on each stock, please visit the following link after logging into your CitisecOnline account:
Image of page 6

Info icon This preview has intentionally blurred sections. Sign up to view the full version.

COL EASY INVESTMENT PROGRAM 7 B. For our example, we’ll use the stock code JFC (Jollibee Foods Corporation). Once you’ve entered the code, current market details of that stock will reveal itself on your page and it’s time to move on the Cash Value option. Here you will enter the amount of cash that you wish to invest every period or regular interval on the particular stock that you chose. For our example, we will use the amount of Php 5,000.00 . C. Next, you will determine how often you wish to invest your specified amount of cash by selecting from the Period drop down menu. You can choose from the following intervals: Weekly, Monthly, Quarterly, Semi- Annually. For our example, we will invest Php 5,000.00 every month.
Image of page 7
COL EASY INVESTMENT PROGRAM 8 D. Finally, you will need to confirm the timeline of your EIP order to set exactly how long you wish to keep investing in the stock that you specified for your EIP. You may do so under the Start Date and End Date functions. You
Image of page 8

Info icon This preview has intentionally blurred sections. Sign up to view the full version.

Image of page 9
This is the end of the preview. Sign up to access the rest of the document.
  • Spring '17
  • Jane Smith
  • col, EIP Portfolio, col easy investment

{[ snackBarMessage ]}

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern