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BPI Trade Update of Customer Account Information 2016


Advisory from BPI Trade Online Team

Dear Client,

The Securities Regulation Code Implementing Rules and Regulations (SRC-IRR) Rule 52.1.6 and the Bangko Sentral ng Pilipinas Circular 706 require that clients update their account information.

There are several ways to update your account information:

1. Reply to this email with the following information:

ü      Account Name(s) (in case it has changed)
ü      Birthday:
ü      Mother’s Maiden Name:
ü      Civil Status:
ü      Nationality/ies:
ü      Valid ID (TIN, SSS, GSIS, ACR, Passport) Number(s):
ü      Home Phone Number:
ü      Mobile Phone Number:
ü      Email Address:
ü      Home Address:
ü      Employer’s Name:
ü      Employer’s Address:
ü      Office Phone Number:
ü      Office Mobile Phone Number:

2. Call our Client Relations Hotlines through the following numbers:

816-9189 | 816-9724 | 845-5617
Operating Hours: MondayFriday 8:30AM-5:30PM

Our Client Relations representatives will gladly take your updated information over recorded line for your security.

Other documentary requirements:

If you need to update your Signature Card and/or have not yet submitted Foreign Account Tax Compliance Act
(FATCA) form, you may print the attached and send them to our office address located at:

BPI Securities Corporation
3F BPI Head Office Bldg. Ayala Ave.
Corner Paseo De Roxas Makati City 1226
ATTN: Mariz Capili/Janice Macapagal

If you have opened your account in 2015 or your information has not changed, let us know by replying to this email.

We look forward to hearing from you soon!

Thank you.

BPI Trade Online Team

Below are the PDF documents (click to open)

BPI Trade FATCA Questionnaire

BPI Signature Card

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