3/17/2014 Trade - Online Application

https://www.bpitrade.com/application/Application_OpenAccount_Form_5a.asp# 1/3
INSTRUCTIONS:
For clients within the Philippines:

1) Bring Application forms, ID & Photocopy of 1 valid ID to your
a) BPI Branch
b) BPI - Family Bank Branch
Please note that you have to be an existing BPI or BPI Family account holder to register with Trade.

2) Acceptable identification are:
a) Company ID
b) Driver's License
c) Social Security ID
d) Passport
e) IDs issued by private entities or institutions registered with or regulated/ supervised by either BSP or Securities
and Exchange Commission (SEC) or Insurance Commission (IC).
f) Other Picture IDs deemed as acceptable by your Branch.

3) Sign the forms in the presence of the Branch Officer and request the Branch Officer to verify your signatures. A complete
form should have 5 signatures. Please make sure that you sign all the forms completely to avoid any delay in processing
your account application.

4) Give the completed, signed and verified forms, and photocopy of one(1) acceptable ID to the BPI or BPI Family Bank
officer.

5) BPI or BPI Family Bank will take care of sending the forms to BPI Fulfillment Banking.

6) IMPORTANT : Do not send your initial investment at this time.

7) As soon as your account application has been processed, we will notify you by email on how to send your initial
investment.

For clients outside the Philippines:

1) Request your Branch officer to signature verify your documents.

2) Mail all documents to :
BPI FULFILLMENT BANKING
9/F BPI Card Center (BPI Paseo Condo)
Paseo de Roxas, Makati City 0720, Philippines

3) IMPORTANT: Do not send your initial investment at this time.

4) As soon as your account application has been processed, we will notify you by email on how to fund or deposit to your
account.

3/17/2014 Trade - Online Application
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Online Application Number: 262499 Trade User ID [ JM121291 ]
Present Address: 22 Dinar Street, St. Michael Homes, Meycauayan, Bulacan 3020 Philippines
Permanent Address: 22 Dinar Street, St. Michael Homes, Meycauayan, Bulacan 3020 Philippines
Office/Business Address: Na Philippines
Residence Phone: 0448154264 Office/Business Phone:
Email Address: jm.lapuz@gmail.com Mobile Phone: 09266135333
Secondary Email Address: jm.lapuz@yahoo.com Birthplace: Manila
Birthdate: 12/12/1991 Gender: Male
Mother's Maiden Name: Nilda Cabase Civil Status: Single
GSIS/SSS No.: N/A Tax ID Number: N/A
Passport No.: N/A Driver's Lic. No. : N/A
Employment Status / Nature of Business: Student / Legal Position / Name of Employer/Business: N/A / N/A
Officer / Director of PSE Listed Company?: No If Yes, What Company?:
Do you have an account with Other Broker?: No If Yes, what is the name of the Broker?:
Investment Objective: Growth Source of Funds: Salary
Annual Income: less than 250,000 PHP Assets: less than 250,000 PHP Net Worth: less than 250,000 PHP
Bank: BPI Family Savings Bank Branch: Marilao City: Marilao Country: Philippines
Trade Bank Account Number: (to be filled in by Trade)
Jan Michael Cabase Lapuz Jan Michael Cabase Lapuz March 17, 2014
PLEASE SIGN ABOVE YOUR NAME PLEASE SIGN ABOVE YOUR NAME DATE
Name: Signature:
Position: ID Number/Employee Number:
Bank and Branch: Remarks:
DATE OPENED OPENED BY DEALER APPROVED BY
CUSTOMER REFERENCE CARD BPI TRADE
Name: JAN MICHAEL CABASE LAPUZ
Employer a Broker/Dealer? No
Settlement Account / Beneficiary Account Number? 2206125992
I represent and warrant that I have read and understood the Terms and Conditions including but not limited to those pertaining to Trade, Equity Trading, Fixed
Income Trading, and Mutual Funds. I represent and warrant that i have also read and understood the signature cards, the account opening form, and all other
documents in connection herewith, and I irrevocably accept the same. I hereby authorize BPI/BPI Capital/BPI Securities/any other BPI subsidiary authorized to
sell securities to debit and/or credit my Settlement Account as needed to service my transactions related to this agreement. I also signify that the above
information provided by me are true and correct. By enrolling/registering and availing of other services subsequently offered in the Trade site, I hereby agree to be
governed by their respective terms and conditions. I further understand and agree that this Trade Customer Reference Card, and any amendments thereto, shall
likewise apply to all such subsequent enrollment and/or registration.
CONFORME/SPECIMEN SIGNATURES:
To the Branch Officer :
1) Please verify the Signature and Identity of the person completing this form. Please sign below to signify that you have verified that the person whose name
appears above is the same person who has signed this form.
2) Please attach Photocopy of 1 Identification Document (e.g., Driver's License, Company ID, Passport) presented by the client. If the client has an account with
your branch, please also include a photocopy of the account's signature card.
3) IMPORTANT: DO NOT Accept any funds from the client for delivery to Trade.
4) For BPI/BFB Officers : Receive the documents and send to BPI FULFILLMENT BANKING, 9/F BPI Card Center (BPI Paseo Condo) Paseo de Roxas, Makati
City 0720, Philippines
VERIFYING OFFICER:
For BPI Securities Only
BPISEC(N)-/
BPI Dealer(N) : / BPI Branch(Y) : / BPI Advertisement(N): / Others(Y) :
3/17/2014 Trade - Online Application
https://www.bpitrade.com/application/Application_OpenAccount_Form_5a.asp# 3/3
BPI DIRECT SAVINGS BANK: DATE: 3/17/2014
- -
ZIPCODE: 3020 COUNTRY: Philippines
HOME PHONE: 0448154264 MOBILE PHONE: 09266135333
ZIPCODE: 3020 COUNTRY: Philippines
ZIPCODE: COUNTRY: Philippines
OFFICE/BUSINESS PHONE: FAX NUMBER:
E-MAIL ADDRESS: jm.lapuz@gmail.com SECONDARY E-MAIL ADDRESS: jm.lapuz@yahoo.com
DATE OF BIRTH: 12/12/1991 NATIONALITY: Filipino SEX: Male
MARITAL STATUS: Single TIN: N/A
ID's PRESENTED ACCTS WITH BPI/OTHER BANKS MOTHER'S MAIDEN NAME
1. BPI Family Savings
Bank Marilao 2206125992
Nilda Cabase
2.
REFERENCE/REMARKS:
MAILING INSTRUCTION: MAIL TO: 22 Dinar Street, St. Michael Homes, Meycauayan, Bu
SIGNATURE: SIGNATURE:
DATE: SIGNATURE:
INITIAL DEPOSIT OPENED BY APPROVED BY IDENTIFIED BY BPI SECURITIES
CUSTOMER REFERENCE CARD BPI DIRECT
TRADE BANK ACCOUNT
NAME: JAN MICHAEL CABASE LAPUZ
PRESENT ADDRESS:
22 Dinar Street, St. Michael Homes, Meycauayan, Bulacan
PERMANENT ADDRESS:
22 Dinar Street, St. Michael Homes, Meycauayan, Bulacan
OFFICE/BUSINESS ADDRESS: Na
PLEASE RECOGNIZE THE FOLLOWING SIGNATURE IN THE PAYMENT OF FUNDS OR TRANSACTION OF OTHER BUSINESS ON MY ACCOUNT :
(Please sign twice)
I / We have read, understood and hereby agree to be governed by the Terms and Conditions and the Pricing Structure of this deposit account (a copy of which is
hereby acknowledged), including any and all supplements or ammendments thereto, which may be posted in conspicuous places in the Bank's premises or in
any other manner made known to me.