Qualifications
- Has a Philippine Tax Identification Number (TIN)
- Has a registered Philippine address
- Has at least one (1) Government ID
- Has a registered bank account
- US citizens must also submit a W-9 Form
- US citizens cannot subscribe to ATRAM Feeder Funds and ATRAM Peso Money Market Fund
In order to apply for a Prime Membership, please ensure that you have a Free Account. If you do not have a Free Account yet, go here.
To apply for a Prime Membership, please follow the steps below:
1. Launch the ATRAM Prime app and log in.
2. Tap on ‘Become a Member’
3. Tap NEXT to start your application. Applying for Prime Membership would require you to provide the following:
- Personal & Employment Information
- PH Tax Identification Number (TIN)
- One Valid (1) Government ID
- Bank Account Details
4. Tap CONTINUE TO RISK ASSESSMENT to proceed. The app will redirect you to the TERMS OF SERVICE of Prime membership. Tap AGREE AND CONTINUE to go to the next step.
5. The next part is the risk assessment questionnaire. There are a total of eight questions. After the last question, click FINISH ANSWERING to determine your risk rating.
6. Tap ENTER PERSONAL INFORMATION to proceed.
7. Fill out the following information:
- Nationality
- Birthday
- Birthplace
- Gender
- Complete Address
- Occupation and Employment Status
- Name of Employer and Office Address
8. Aside from the information above, you will be asked of the following:
- If you have previously worked in a government agency/institution or have a relative who is/was an elected government official
- FATCA details. *Please take note that If you have checked an item that identifies you as a US Person, you are required to submit additional documents before your account will be approved.
9. Upload ONE valid government-issued ID
10. Review then sign your Investment Management Account Contract (IMA).
11. The last step of your Prime Membership application is securing a one-on-one meeting with our Prime advisors. Click on SCHEDULE A SESSION to proceed.
12. Select a schedule.
13. Attend the Session with Client Advisor
14. Once your membership has been approved, you will receive an email and SMS to confirm your membership.
15. Take investing to the next level and use the ATRAM Prime app.
Important Reminders
- Your Prime membership is subject to a 1% per annum platform fee
If you have further questions or concerns, please let us know through the link below.
