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How Do I Change My Investment Information?

HOW TO CHANGE THE INVESTMENT INFORMATION

 

I.         ACCOMPLISH the Request for Change in Investment Information (RCII). Accomplish the specific information you wanted to change.

 

Pls. take note that changes in Principal Investor, Co-Investor, In-Trust For (ITR) Account also requires a NEW Client Information Sheet

 

II.       FAX to 894-1153 or EMAIL to helpdesk@myoptimafunds.com

 

To facilitate immediate processing, fax or email the RCII.

 

III.      SEND the ORIGINAL RCII to

Bonds, Equities, Securities and Traders, Inc.,

2nd Floor, Basic Petroleum Bldg.,

104 Don Carlos Palanca St
., 

Legaspi Village, MakatiCity

 



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