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NEW ACCOUNTS
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How to Open an Account with Campos Lanuza



 
1. Download, print, then fill up the following forms:

  • Customer Account Information Form (CAIF)
  • Securities Service Agreement
  • Signature Specimen Cards
You can download said file here:

Download PDF
2. Fill up all the forms completely and affix your signature in all indicated areas

3. Bring the following:
  1. Completed forms along with two photocopies of valid identification, preferably government-issued and should include photos of the individual opening the account, such as:
    • Passport
    • Philippine driver\\\\\\\'s license
    • SSS ID (1999 credit card type only)
    • Major credit card with picture
    • Senior citizen\\\\\\\'s ID
  2. Proof of residency and billing:
    • Current utility bills
    • Credit card statement
    • Club membership bill
    • Bank statement
  3. For Non-Resident Filipinos and Non-Filipinos residing in the Philippines, please bring
    • Non-Resident Filipinos - A copy of proof of income certified by employer must be secured and documents must be authenticated by the Philippine Embassy or Consulate.
    • For Non-Filipinos residing in the Philippines - a photocopy of current visa, alien certificate of registration (ACR) and proof of government permission to engage in business/employment; validity of work permit must be at least one year from its date of issue.

4. Bring the aforementioned requirements to Campos, Lanuza, & Co. Inc. (CLCI) at:
  • Campos, Lanuza, & Co. Inc (CLCI), Unit 2002B East Tower, Philippine Stock Exchange Centre Exchange Road, Ortigas Center Pasig City, Philippines 1605
  • Contact number: (632) 634-6881; Fax number: (632) 636-1167

5.   A registered CLCI salesman will facilitate your account opening. As part of compliance with investor protection and market integrity regulations, we would like to remind investors to provide the complete documentation and that your presence is required to opening securities accounts.
 
 
 
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