First Metro Asset Management Inc

For Initial Investment

FAMI Corporate Profile 2014: Download

Step 1. Get a copy of the Prospectus and study it.

Step 2. Fill out an Account Opening Form (AOF), Investment Application Form (IAF) and  Signature Cards and submit the documents  together with the following:

  • For individual (personal) accounts, please submit a photocopy of two (2) valid IDs
  • For In-Trust For (ITF) accounts, please submit a photocopy of the following:
    • One (1) valid ID
    • Child’s birth certificate (must be below 18 years old)
  • For corporate accounts, please submit a copy of the following:
    • Articles of Incorporation and By-laws
    • SEC Certificate of Registration
    • Secretary’s Certificate/ Board Resolution, authorizing the investment
    • Secretary’s Certificate on the percentage of ownership/ capital stock held by non-Filipino shareholders.
    • Secretary’s Certificate/ Board Resolution on the authorized signatories with IDs.
    • Latest audited Financial Statement
    • Latest General Information Sheet

Step 3. Make your investment through the following mode of payments:

  • Cash
  • Checks payable to the Fund of your choice:
    • First Metro Save & Learn Equity Fund, Inc.
    • First Metro Save & Learn Balanced Fund, Inc.
    • First Metro Save & Learn Fixed Income Fund, Inc.
    • One Wealthy Nation Fund, Inc.
  • Deposit  directly at  Metrobank Account:

 

ACCOUNT NAME METROBANK ACCT. NO. PS BANK ACCT. NO. UTILITY CODE
First Metro Save and Learn Equity Fund SA#016-3016-251-497 SA#025-332-000-225 621
First Metro Save and Learn Fixed Income Fund SA#016-3016-251-462 SA#025-332-000-214 622
First Metro Save and Learn Balanced Fund SA#016-3016-257-916 SA#025-332-000-430 625
First Metro Save and Learn Money Market Fund SA#016-3016-277-216 -NONE- 626


Step 5.Submit a copy of the accomplished forms and deposit slip  and fax to Fax No. (02) 816-0467 or email at FAMI@firstmetro.com.ph, then forward the originals to our office address afterwards, or you can pouch it to any Metrobank Branches near you. FAMI Pouch Code# 90020. For checks received, booking of investment will be made upon clearing of the check.

First Metro Asset Management Inc
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