List of Requirements for Broker Accreditation

b. PRC ID ( once ID presented during first accreditation expires ) and Certificate of Regis tration of broker representative. VII. Corporation a. Arti...

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List of Requirements for Broker Accreditation A. Completely filled-up and signed Accreditation Form. B. Letter of Appointment signed by Broker, Division Head and Sales Operations Head. C. Attachments

I.

III.

V.

VII.

New Accreditation Individual Broker a. PRC ID – Unexpired b. PRC Certificate of Registration c. BIR form 2303/Tax Identification Number ID or any proof of TIN. Sole Proprietorship a. SEC Registration b. PRC ID – Unexpired c. PRC Certificate of Registration d. BIR form 2303/Tax Identification Number ID or any proof of TIN. Partnership a. Articles of Partnership b. SEC Registration c. Certification of List of Officers/Managing Partners d. Certification on as to authorize the representative to transact with FLI in behalf of the partnership attested by the managing partners. e. PRC ID (Unexpired) and Certificate of Registration of broker representative f. BIR form 2303/Tax Identification Number ID or any proof of TIN of the Partnership. Corporation a. Articles of Incorporation b. SEC Registration c. General Information Sheet d. Board Resolution on as to authorize representative to transact with FLI in behalf of the corporation attested by the President. e. PRC ID (Unexpired) and Certificate of Registration of broker representative f. BIR form 2303/Tax Identification Number ID or any proof of TIN of the Corporation.

II.

Renewal of Accreditation Individual Broker a. PRC ID – once ID presented during first accreditation expires.

IV.

Sole Proprietorship a. PRC ID – once ID presented during first accreditation expires.

VI.

Partnership a. Secretary’s Certificate (Representative is authorized to transact with FLI in behalf of the company) b. PRC ID (once ID presented during first accreditation expires) and Certificate of Registration of broker representative.

VIII.

Corporation a. New General Information Sheet b. Board Resolution on as to authorize representative to transact with FLI in behalf of the corporation attested by the President. c. PRC ID (once ID presented during first accreditation expires) and Certificate of Registration of broker representative