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Help guide 2 Quick Guide on the Use of BDO Invest Online Facility Is this your ?rst time to open an account using the BDO Invest Online Facility If yes your default choice is ??Open a New Account ? STEP Answer the Investor Pro ?le Questionnaire IPQ Client

Quick Guide on the Use of BDO Invest Online Facility Is this your ?rst time to open an account using the BDO Invest Online Facility If yes your default choice is ??Open a New Account ? STEP Answer the Investor Pro ?le Questionnaire IPQ Client Suitability Assessment CSA to ?nd out what kind of investor you are and the suitable investments within your risk pro ?le STEP Check if the investment objective time horizon features and inherent risks of your selected UITF match your investment needs risk tolerance and requirements Read and understand the following a Client Investment Suitability CIS Investment Policy Statement IPS b Risk Disclosure Statement RDS speci ?c to your selected UITF STEP Read the general Risk Disclosure Statement RDS to learn and understand that various investments carry di ?erent degrees of risks based on the nature of the securities investment vehicles and other factors STEP Read understand and agree to the terms of the Omnibus Participating Trust Agreement OPTA before making your investment Keep in mind that the UITF is not a deposit account but a Trust agreement STEP Invest now Choose your deposit account where funds will be drawn to make your investment Ensure that the details are correct before you submit Want to learn more Read the BDO Invest Online Facility Navigation Guide of CBDO Invest Online Facility Navigation Guide List of Contents A How to Accomplish the Investor Pro ?le Questionnaire IPQ Online B How to Open a New UITF EIP Account C How to Make a One-Time Investment in BDO UITFs D How to Invest in BDO UITFs via the BDO Easy Investment Plan EIP E How to Redeem Investments in BDO UITFs F How to Unsubscribe from EIP of CBDO Invest Online Facility Navigation Guide A How to Accomplish the Investor Pro ?le Questionnaire IPQ Online Click Account Information Choose Conduct Update IPQ CSA NAVIGATE My Trust Investments Account Information Transaction Home My Trust Investments Welcome Valued Client Conduct Update IPQ CSA Update CA SA Click Update Conduct Update IPQ CSA Home Account Information Conduct Update IPQ CSA Welcome Valued Client Risk Pro ?le Summary Lastest IPQ CSA Score Please update IPQ CSA Pro ?le General Investment Approach View Update Click Proceed Conduct Update IPQ CSA Home Account Information Conduct Update IPQ CSA Welcome Valued Client Investor Pro ?le Questionnaire IPQ Client Suitability Assessment CSA Investments and services o ?ered to you by all Trust Institutions are not deposit accounts and are not insured by the Philippine Deposit Insurance Corporation PDIC These are not obligations of and are not guaranteed or insured by BDO Unibank Inc BDO its a ?liates or subsidiaries and do not carry any guarantees on returns All income as well as losses arising from such investments services are for the account of the investors This INVESTOR PROFILE QUESTIONNAIRE IPQ CLIENT SUITABILITY ASSESSMENT CSA FORM will help you understand the type of investor you are based on your investment objectives risk appetite cash ow requirements and other pertinent