A. Download the required forms by clicking on this link. Print and fill up all required information and affix your signature in the required fields on all forms.
- Client Account Information Form
- Securities Trading Agreement
- Signature Cards
B. Personally submit your application documents, together with the following additional requirements to our business office located at: Units 1008-1010 Philippine Stock Exchange Tower, 5th Avenue cor. 28th Street, Bonifacio Global City, Taguig City.
For Individual:
- A. Filipino Citizens
- B. Resident Foreign Citizens
- C. Non-Resident Foreign Citizens
- D. In-Trust-For Accounts (ITF)
For Corporate:
- A. Photocopy of the following documents duly certified by the Corporate Secretary:
- B. Board Resolution Authorizing the Corporation to Invest in securities/stocks and engage the services of The First resources as stock broker.
- C. Secretary’s Certificate designating the authorized signatories to transact for the Corporation and sign/endorse certificates.
- D. List of authorized traders/dealers/salesmen and their specimen signature, if applicable.
- E. List of Authorized representatives to pick up/receive checks/documents and their specimen signature.
- F. Two (2) valid IDs of authorized signatories.
BDO: C/A 0118-6800-3176
For Over-the-Counter Payment:
At any branch of BDO, fill out a payment slip payable to “The First Resources Management and Securities Corporation” with the amount you want to deposit in your trading account and complete the other necessary details.
For Online Payment:
You can also fund your account via the online transfer service provided by BDO. Enroll The First Resources as a Third Party Account and transfer funds online.
Scan or take a picture of the payment slip and e-mail to [email protected] and we will inform you once we have confirmed deposit.
A. Download and accomplish our Withdrawal Form
B. E-mail the accomplished form to [email protected]
C. Once your withdrawal request has been approved, we will deposit the amount to your declared bank account.
A. Download and accomplish the Lodgment Form
B. Submit the form together with 2 valid IDs and your stock certificate to our business address
C. Please take note that the following fees apply:
- Bank Transfer Agent:
P100.00 transfer fee per stock + P20.00 cancellation fee per certificate - Non-Bank Transfer Agent:
P100.00 transfer fee per stock + P20.00 cancellation fee per certificate + 12% VAT
D. A notification is going to be sent once the lodgment has been processed.
- Note: Processing of lodgment is contingent on the clearing process of Transfer Agent and Philippine Depository and Trust Corporation. Crediting of stock certificate may take 3 -7 business days.
PSE Tradex Online
- A. Access PSETradex online through the company website.
- B. Login with your username and password.
- C. Once logged-in, click on the word “here” to set-up your security code.
- D. Download one of the third party authenticator, which is available in the App store.
- E. Then use the 6-digit pin for the authenticator code.
Click on Search in the Menu bar, and enter the stock you want to buy or sell. Once you’ve clicked the buy or sell, you will need to input the number of shares in Quantity, the price in Limit and the duration of your order in Validity. Before placing your order, you will need to input your security code, then click Place Order.
- Day – order is valid only for the trading day.
- GTC (Good till cancelled) – Order is valid for one year until it is cancelled.
- GTD (Good till date) – Order is valid until the date you specified.
Click on Blotter on the Menu Bar to see all working and terminated orders for your account.
Click on Blotter in the Menu Bar, the click the order you want to modify or cancel in working orders. The option will appear in the bottom page. To Modify an order, you will need to input the new price and quantity at the bottom of the page. The security code will need to be inputted for the system to accept the new order.
You will receive confirmation receipts for all done transactions for the day in your registered e-mail at the end of every trading day.
You can earn from stocks in two ways:
- A. Capital Appreciation
- Capital appreciation refers to the increase in the market price of the stock. You make an unrealized profit when the market price of the stock you bought increases. The profit only gets realized once you sell your shares.
- However, you should make informed decisions when choosing which stocks to invest in as stock prices may go down below your purchase price, which may result to losses.
- B. Dividends
- Companies issue dividends to their shareholders in a form of cash or stock.
- Cash dividends are paid out to shareholders from their earnings. For example, if a company declares P2.00 per share cash dividend, then a stockholder with 100 shares will receive P200.00 in gross amount.
- Stock dividends are additional shares given to stockholders. For example, if a company that declares a 25% stock dividends, the stockholder who has 100 shares will receive 25 additional shares, resulting to 125 shares on payment date.
| TIME | DESCRIPTION | |||
|---|---|---|---|---|
| 9:30AM | Market Open. | |||
| 9:30 – 11:59AM | Continuous Trading. Orders are queued when entered, and matched when counterpart is available. |
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| 12:00 – 1:29PM | Market Recess. No posting, modifying, or cancelling of orders may occur. |
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| 1:30PM | Market Resume. | |||
| 1:30PM – 3:15PM | Continuous Trading. Orders are queued when entered, and matched when counterpart is available. |
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| 3:15 – 3:18PM | Market Pre-Close. Orders are queued and no matching of orders happen. Closing prices are calculated. |
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| 3:18 – 3:20PM | Continuation of Market Pre-Close. Orders are queued and no matching of orders happen. Orders cannot be cancelled. |
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| 3:20 – 3:30PM | Run-off or Trading-at-Last. Orders can only be accepted at the closing prices. |
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| 3:30PM | Market Close. End of the trading session. |
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Trading stocks follow a board lot system. The price of the stock determines the tick size and the lot size. Tick size refers to the allowed price fluctuation of a stock, while the lot size refers to the volume fluctuation, and determines the minimum number of shares one can trade.
If one needs to sell or buy stocks below the minimum number of share prescribed by a stock’s lot size, one can post an order under Odd Lot.
| PRICE | TICK SIZE | LOT SIZE | |
|---|---|---|---|
| From | To | ||
| 0.0001 | 0.0099 | 0.0099 | 1,000,000 |
| 0.0100 | 0.0490 | 0.0010 | 100,000 |
| 0.0500 | 0.2490 | 0.0010 | 10,000 |
| 0.2500 | 0.4950 | 0.0050 | 10,000 |
| 0.5000 | 4.9900 | 0.0100 | 1,000 |
| 0.5000 | 4.9900 | 0.0100 | 1,000 |
| 5.0000 | 9.9900 | 0.0100 | 100 |
| 10.0000 | 19.9800 | 0.0200 | 100 |
| 20.0000 | 49.9500 | 0.0500 | 100 |
| 50.0000 | 99.9500 | 0.0500 | 10 |
| 100.0000 | 199.9000 | 0.1000 | 10 |
| 200.0000 | 499.8000 | 0.2000 | 10 |
| 500.0000 | 999.5000 | 0.5000 | 10 |
| 1,000.0000 | 1,999.0000 | 1.0000 | 5 |
| 2,000.0000 | 4,998.0000 | 2.0000 | 5 |
| 5,000.0000 | UP | 5.0000 | 5 |
FOR ONLINE TRADING
BUY
SELL
FOR TRADITIONAL/BROKER-ASSISTED TRADING
BUY
SELL