Can also click the icons beside these options to open

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can also click the icons beside these options to open up an automated calendar for your convenience. For our example, our EIP timeline will be set for the next 10 years starting on June 20, 2009. E. Once you are satisfied with the details you have specified in the Add EIP Record form, click Submit . If all the forms have been filled out correctly, you will be notified by a message that will read, “EIP record was successfully added.”
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COL EASY INVESTMENT PROGRAM 9 Reviewing Your EIP Scheduled Orders To review your finalized EIP schedules, click on the View EIP Order tab in the sub-menu. This will instantly direct you to a site page that lists all the EIP schedules that you have added to your portfolio. Here you will be able to view all the details of your EIP active records as well as your cancelled and expired records. Remember, you can only create one EIP record per stock. Under View EIP Order, you can also opt to cancel (CXL) or change (CHG) an EIP record at any time. Should you wish to change an existing EIP record, you will only be able to modify either the Cash Value or End Date fields. If there are further changes that you wish to make regarding your EIP order, we suggest that you simply cancel the currently active EIP record on that stock and create a new schedule.
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COL EASY INVESTMENT PROGRAM 10 The EIP Email Reminder One of the important features of the EIP is the automated email reminder that is sent to you two (2) days before you are scheduled to purchase shares of your EIP stock for the interval that you indicated in the EIP Record. Using our EIP record for JFC as an example, you are to purchase JFC shares every 20 th of each month worth Php 5,000.00 for the next 10 years. So on every 18 th of the month, you will receive an email from COL as a reminder that you are scheduled to buy JFC shares in two days and that your COL account should be adequately funded with at least Php 5,000.00 to purchase those shares.
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COL EASY INVESTMENT PROGRAM 11 Activating and Entering the Scheduled BUY Order On every date that you are scheduled to purchase shares of your EIP stock, a
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  • Spring '17
  • Jane Smith
  • col, EIP Portfolio, col easy investment

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