Account Opening
- Read fund’s prospectus
- Fill out an Account Opening Form (AOF).
- Individual/Joint/ITF/FAO
Note for Joint Account: Accomplish Customer Datasheet for every investor/applicant - Institution/Corporation
- Individual/Joint/ITF/FAO
- Attach a photocopy of the following documents:
- For Individual, one (1) valid ID. Please see List of Valid IDs
- For Joint Account, one (1) valid ID for each individual/applicant
- For In-Trust for (ITF) accounts (below 18 years old)
- One (1) valid ID; or
- Child’s birth certificate
- For institution/corporate accounts
- Secretary’s Certificate/Board Resolution authorizing investment with FAMI and its mutual funds
- Secretary’s Certificate/ Board Resolution on the authorized signatories
- Customer Data Sheet (CDS) of each authorized signatory
- One (1) valid ID of each authorized signatory
- SEC Certificate of Registration
- Articles of Incorporation and By-Laws (Corporation Sole for Religious Institutions)
- Latest Audited Financial Statement
- Latest General Information Sheet (Cooperative Annual Performance Report or CAPR for Cooperatives)
- Submit all originally signed documents to,
- FAMI Head Office (Paseo de Roxas, Makati)
- any FAMI Investors Center (Binondo, Cebu, Davao); or
- any Metrobank Branch (Pouch Code #90020; ATTN: CUSTOMER CARE DEPARTMENT)
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
- Philippine Passport or Foreign Passport
- Driver’s License
- Professional Regulations Commission (PRC) ID
- National Bureau of Investigation (NBI) Clearance
- Police Clearance
- Postal ID
- Voter’s ID
- Barangay Certification
- Government Service Insurance System (GSIS ID)
- Social Security System (SSS) Card
- Overseas Workers Welfare Administration (OWWA) ID
- Overseas Filipino Worker (OFW) ID
- Seaman’s Book
- Alien Certificate of Registration (ACR)/Immigrant Certification of Registration
- Government Office and GOCC ID e.g. Armed Forces of the Philippines (AFP) ID, Home Development Mutual Fund (HDMF) ID
- Certification from the National Council for the Welfare of Disabled Persons (NCWDP)
- Department of Social Welfare and
Development (DSWD) Certification - Bureau of Internal Revenue (BIR) Taxpayer’s ID
- Firearms License
- National ID
- Work Permit
- Diplomat ID
- Philippine Leisure and Retirement Authority (PLRA) ID
- Company IDs issued by private entities or institutions registered with or supervised or regulated either by the BSP, SEC or IC.
- Philhealth Card
- Immigrant Certificate of Registration
- Other valid IDs issued by the Government and its instrumentalities e.g. DTI