Due to the requests made by Pera Mo Palaguin Mo participants from last July 27 and Aug 4 runs, we are conducting an InvestAbility: MUTUAL FUNDS seminar… details follow below:

INVESTABILITY: MUTUAL FUNDS

August 18, 2012

9:00am – 1:00pm

Location: Pasig, Mandaluyong, or Ortigas area (exact venue is being arranged)

Mutual Funds are the best growth instrument for ordinary income earners for these 3 very simple reasons:

1. AFFORDABLE

For a minimum of Php5000 initial investment (and a minimum of Php1000 every additional investment) mutual funds can be the primary growth vehicle for your hard earned savings. It is possible to invest this low because mutual fund managers pool the money of many investors to make a big fund which can be used to purchase stocks and bonds which as an individual you may not be able to purchase on your own.

2. PROFESSIONAL FUND MANAGEMENT

For ordinary people to effectively invest in the stock market and debt market directly, one would need to invest in education, time and amass a bigger capital to prudently manage the risks and gains of these individual investment instruments. Mutual funds are managed by professional fund managers – people who have spent their lives honing the craft of growing your money through the equities and debt markets! They live, eat and breath the financial markets thus they are able to effectively grow the funds under management as well as preserve the fund in times of economic decline. Mutual funds are also highly regulated by the Securities and Exchange Commisison. They follow very strict procedures in managing the fund as required by the SEC.

3. LIQUIDITY

A mutual fund company is required to buy back your investment at any time. This means that unlike the stock investing where you have to wait till the system matches your volume-price sell offer with that of a buyer – in mutual funds, there is always a ready buyer – the mutual fund company. There are no maturity periods though if you redeem your investment before six (6 months) a minimal exit fee is charged. Over all, you can get the cash when you need it. This is very important as you may have future unforeseen financial obligations or opportunities wherein you need money.

Who should participate?

Ideal for those who would like to grow their money in an instrument with good returns, medium-risk and low maintenance requirements. This seminar will provide you with an unbiased view of the pros and cons of investing in mutual funds in lay-man’s terms.

Key Topics:

PART I: Basics of Investing

- What is INVESTING?

- Basic Rules in Investing

- Keys in Investing

- Beating INFLATION

- Which to choose BUY or LEND Investing?

- BUY Investing

- LEND Investing

- The Stock Market and the Debt Market

PART II: Mutual Funds

- Pooled FUNDS

-  Types of Pooled funds

-  Advantages and Disadvantages of Mutual Funds

- Risk and Safety

- Cost Averaging Strategy

- Practical Examples of How To Use Mutual Funds

Registration Details:

• Register by Phone: (632) 637-3731, (632) 502-4590, or (632) 637-3741
• Register Online – Click here to open the form*.
• Register via Fax/Email – Click here to download the form*

*You will receive a confirmation within 48 hours or the next working day.

Seminar Fee

Php 4,000.00 per person (inclusive of snacks, seminar kit, certificate of attendance)

Discount

50 % Early Bird discount if payment is settled 1 week before the event.

Special Discounts available for

- KSK Coop Members

- Previous Seminar/Workshop Attendees

Payment Options

1. Cash at the Colayco Foundation Office/Events – Proceed to the Colayco Foundation Office at Unit 805 Citystate Bldg. 709 Shaw Blvd. Pasig City from Monday to Friday, 9AM-5PM except on legal holidays.
2.  BPI Bank Deposit
   • Bank of the Philippine Islands (any BPI branch)
   • Account Name: Colayco Foundation for Education, Inc.
   • Savings Account #: 0203-2507-97
   • Fax to +632 637 3731 or email & scan to renzie@colaycofoundation.com
     • Valid Deposit Slip
     • Your Name
     • Your Contact Number and Email Address
     • Indicate the seminar title: InvestAbility: Mutual Funds

• Click here to pay through Credit Card (coming soon)
• Click here to pay through 7 Eleven or MLhuillier

Cancellation by Attendee

Cancellation must be done at least 2 days before the event. Non-appearance or failure to inform us of cancellation will result to forfeiture of full amount paid. If cancellation is made more than 2 days before the event, registrant may refund the amount paid less 25% processing charge within 30 days. Registrants also have the option to use the amount paid  to pay for a seminar of equal or greater value .

Refund Policy

Payment may be refunded upon presentation of the original copy of bank deposit slip and a valid ID. Cash refund is strictly implemented, and may be availed only at the Colayco Foundation For Education Inc. office in Unit 807, Citystate Center, 709 Shaw Blvd. Pasig City during office hours 9am-5pm Monday to Friday. Authorized representatives will be may collect the refund provided they have an authorization letter and a copy of the registrant’s valid ID. CFE does not deposit refunds.

Note

Schedule may change without prior notice. Only registrants will be advised of changes. Colayco Foundation For Education Inc. is not liable for any expense incurred by seminar registrant resulting from cancellation of any of our events.

Please call (632) 637-3731, (632) 502-4590, or (632) 637-3741

or call/text mobile number 09178088857

or Email renzie@colaycofoundation.com

Interested in our other seminars? Check out our calendar here.