Account Opening

  1. Read fund’s prospectus
  2. Fill out an Account Opening Form (AOF).
    1. Individual/Joint
         Note for Joint Account: Accomplish Account Opening Form (AOF) for Individual signed by all investors
    2. Institution/Corporation
  3. Attach a photocopy of the following documents:
    1. For Individual, one (1) valid ID. Please see List of Valid IDs
    2. For Joint Account, one (1) valid ID for each individual/applicant
    3. For institution/corporate accounts
      1. Account Opening Form (AOF) for Institution
      2. SEC Certificate of Registration
      3. Articles of Incorporation or Partnership
      4. By-laws
      5. Board Resolution or Secretary’s Certificate for all
        transactions and authorized signatories
      6. Latest Audited Financial Statement (Php 50,000,000 and up only or equivalent value in USD)
      7. Latest General Information Sheet (GIS)
      8. Beneficial Ownership Form (in the absence of such information in the latest GIS)
      9. Photocopy of one valid ID for each authorized signatory

        10. Note: Corporate documents must be duly authenticated by the Corporate Secretary i.e. Certified True Copy” stamp signed by the Corporate Secretary

  4. Submit all originally signed documents to,
    1. FAMI Head Office (Paseo de Roxas, Makati)
    2. any FAMI Investors Center (Cebu and Davao); or
    3. any Metrobank Branch (Pouch Code #90020; ATTN: DIRECT SALES CHANNEL)

Note: FAMI Account Number will be sent via email or SMS within one banking day after receipt of complete documentary requirements.

  List of Valid IDs

  1. Philippine Passport or Foreign Passport
  2. Driver’s License
  3. Professional Regulations Commission (PRC) ID
  4. National Bureau of Investigation (NBI) Clearance*
  5. Police Clearance**
  6. Philippine Postal ID
  7. Voter’s ID
  8. Barangay Certification
  9. Government Service Insurance System (GSIS ID)
  10. Social Security System (SSS) Card
  11. Unified Multi-Purpose ID (UMID) Card
  12. Overseas Workers Welfare Administration (OWWA) ID
  13. Firearms License
  14. Senior Citizen ID
  15. Airman License
  16. Overseas Filipino Worker (OFW) ID
  17. Bureau of Internal Revenue (BIR) Taxpayer’s ID
  18. Other valid IDs issued by the Government and its instrumentalities e.g. DTI
  1. Seaman’s Book
  2. Alien Certificate of Registration (ACR)
  3. Immigrant Certification of Registration (ICR)
  4. Government Office and GOCC ID e.g. Armed Forces of the Philippines (AFP) ID, Home Development Mutual Fund (HDMF) ID
  5. Certification from the National Council for the Welfare of Disabled Persons (NCWDP)
  6. Department of Social Welfare and Development (DSWD) Certification
  7. Firearms License
  8. Diplomat ID
  9. Philippine Leisure and Retirement Authority (PLRA) ID
  10. Student ID
  11. Philhealth Card***
*Valid for 1 year
**Valid for 6 months
***PhilHealth Insurance card – PVC-type, digitized and photo bearing only
Acceptable IDs for Foreigners
Passport
Alien Certificate of Registration (ACR)
Immigrant Certification Registration (ICR)

Note: All IDs should not be expired and within the validity period.