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FINMAR Grouping Midterm

This document outlines different types of financial institutions in the Philippines including banks, securities dealers/brokers, saving and loan associations, mutual funds, pawnshops, and lending investors. It provides examples for each type including Banco De Oro as a full-service bank, COL Financial as an online stock broker, commercial banks that provide loans and deposit banking, Sun Life Financial as a mutual fund, Cebuana Lhuillier as a pawnshop, and Land Bank as a lending center for agribusiness.

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Marie Sheryl Fernandez
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63 views2 pages

FINMAR Grouping Midterm

This document outlines different types of financial institutions in the Philippines including banks, securities dealers/brokers, saving and loan associations, mutual funds, pawnshops, and lending investors. It provides examples for each type including Banco De Oro as a full-service bank, COL Financial as an online stock broker, commercial banks that provide loans and deposit banking, Sun Life Financial as a mutual fund, Cebuana Lhuillier as a pawnshop, and Land Bank as a lending center for agribusiness.

Uploaded by

Marie Sheryl Fernandez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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FINMAR

∙Financial company:
Banco De Oro-  is a full- is a full-service universal bank in the
Philippines. It provides products and services to the retail and
corporate markets including lending (corporate, middle market, SME,
and consumer), deposit-taking, foreign exchange, brokering, trust and
investments, credit cards, corporate cash management and
remittances.
Ex. BDO Network Bank- is the largest rural bank in the Philippines
based in Davao City. It is the first rural bank in the Philippines to receive
the nod of the Philippine Clearing House Corporation (PCHC) to
establish a checking account, as well as to have its cheques cleared
directly by the PCHC, instead of an intermediary bank.

∙Securities dealers/brokers
COL Financial- is the number one online stock broker right now for its
easy and user-friendly platform. COL Financial also offers mutual funds
together with stocks. Its former name was Citisec Online.
Ex. COL Financial Group, Inc., Research Division- is an equity research
firm. The firm offers fundamental and technical research. It provides
research through company updates, company reports, morning notes,
investment guides, and company snapshots. The firm also provides
research on Philippine economics.
∙Saving and Loan Associations:
Commercial Banks- provide financial services to individuals and small
businesses. They offer loans, deposit banking, and wealth management.
This is where we do most of our banking.
Ex. Deposit banking- is banking in which bank credit is in the form of
deposits instead of the issue of notes.

∙Mutual Funds:
Sun Life Financial- is a leading financial services company that helps our
Clients achieve lifetime financial security and live healthier lives.
Ex. MFS Investment Management- is an American-based global
investment manager, formerly known as Massachusetts Financial Services.

∙Pawnshops:
Cebuana Lhuillier- is a non-banking financial institution offering services
such as pawn-broking, money remittance, insurance, bills payment, remit-
to-account, corporate payout, collections, and e-loading.
Ex. Networld Capital Ventures Inc. - is an enterprise based in
Philippines. Its main office is in Makati. It operates in the Professional,
Scientific, and Technical Services sector.

∙Lending Investors:
Land Bank-Lending Center- helps meet the financial needs in
agribusiness, be it for additional capital, production increase, or operational
expansion.
Ex. LANDBANK Countryside Development Foundation Inc. - provides
capability-building services to Bank-assisted cooperatives through the
LANDBANK Countryside Development Foundation, Inc. (LCDFI).

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