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(i) Death of first Unitholder
In
case of death of the first holder, the Units may be redeemed by
the second holder. However, the second holder should provide Franklin
Templeton with:
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Letter requesting redemption.
Download
letter format here.
(PDF,<200k)
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A certified copy of the death certificate of
the first Unitholder
(ii) Death of single/sole Unitholder
Where the heir is claiming under a will
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Certified* copy of the death certificate;
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Certified copy of the will;
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Declaration of heirs and
no-claim letter from the other heirs. Download
format here. (PDF,<200k)
-
Indemnity Bond from the
nominee. Download
format here. (PDF,<200k)
Where the heir is not claiming under a
will
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Certified* copy of the death certificate;
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Certified copy of letters of administration/probate;
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Declaration of heirs and
no-claim letter from the other heirs. Download
format here. (PDF,<200k)
-
Indemnity Bond from the
nominee. Download
format here. (PDF,<200k)
*All certified copies are to be:
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attested by a gazetted officer; or a practising
Chartered Accountant or Advocate;
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attested by the manager of a bank where the
Unitholder maintains an account, specifying the manager's bank
identification number; or
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notarised by a Notary Public. (Note: A power of
attorney is always to be notarised by a notary
public.)
Note: In case the Power of Attorney is
supplied by the Unitholder, it may be accepted in case it is
substantially in accordance with the format provided. Download here.
(PDF,9.88k)
Please note that all documents are to be executed
on plain paper. Wherever stated so specifically, documents are to be
executed on non-judicial stamp paper of the stated denomination.
After completion, the required document should be submitted to any
of our Investor Service Centres for resolution.
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