What are the requirements in transferring FI?
1. Client must open an online trading account in FirstMetroSec. Click this on how to open an account and the list of requirements.
*Account name in FMIC should be exactly the same with account name in FMSEC.
*Under “How did you learn about us?”, please input “FMIC” as the seminar code.
*For further inquiries on account opening, client may email accountopening@firstmetrosec.com.ph
2. Once the account is created, please submit the following by clicking this. Or send to customerservice@firstmetrosec.com.ph
- FI Transfer Request Form
- Copy of your Bond Certificate or Confirmation of Sale (COS)
*Transfer fee is waived
*Provide FMIC with a copy of FMIC Non-Trade related transfer form
*For Joint Accounts, both account holders must sign in the forms
3. If client has an existing FirstMetroSec account, ensure that the account is updated. Click this on how to update the account.
How to submit the form thru the FirstMetroSec Help Center?
Click this and fill out the necessary information.
- Your email address: (Registered email address in FirstMetroSec)
- Transfer Type: (Stock Transfer In)
- Originating Broker: (FMIC)
- Full Name: (Registered full name in FirstMetroSec)
- FirstMetroSec Account Code: (i.e. OTAXXXXX, MBAXXXXX)
- Area of Concern: (Other Services > Transfer of Shares FROM another Broker)
- Attachment: (Upload here the Transfer Request form and copy of the Bond Certificate or COS)