You may invest in RTBs over the counter or online.
Over the counter:
To invest over the counter, you may go to any accredited selling agent or bank and fill out the following forms:
- Investor’s Undertaking
- Risk Disclosure for Fixed Income Securities
- Special Power of Attorney
- Letter of Instruction for PHP fixed income securities
- Client Suitability Questionnaire
Online:
To invest online, you need an account with any of the accredited online settlement service providers, like FirstMetroSec. Invest in RTB online using FirstMetroSec by doing the following:
- Go www.treasury.gov.ph
- Accomplish the online form
- Select Metrobank/FirstMetroSec as your settlement bank
- After clicking continue, login using your FirstMetroSec username and password
- Confirm Payment
No physical forms. No branch visits. No personal appearance. It’s that easy.