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As an investor you may need to interact with the fund/registrars
for investor service related issues such as nomination, pledge
of units, loss of warrants etc. In order to facilitate these
transactions we would require a letter/legal documentation
from you. (A comprehensive set of several fomats are available
in this section). Just click on the type of transaction and
a step by step instruction will guide you.
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.
In case of different entities like Partnership / Private
Limited Company / Public Limited Company / Association of
Persons (AOP) or NRIs / OCBs who would like to invest in Franklin
Templeton Funds, then click here to check for the documentation
required.
- Registration
form for subscription/ mailback facilities (distributors
only) (PDF,21k)
- Code
of Conduct declaration for distributors
(PDF,42k)
- NEFT forms
- NEFT & Email id registration form for distributors (DOC,38k)
- Email
Encryption User Guide (PDF,260k)
- NIGO
Policy (DOC,<200k)
- Third
party declaration (PDF,<200k)
- FAQs
on PAN compliance (PDF,<200k)
- FAQs
on KYC compliance (PDF,<200k)
- KYC
application form – Individuals (PDF,<200k)
- KYC
application form – Non Individuals (PDF,<200k)
- KYC
Change form – Individuals (PDF,<200k)
- KYC
Change form – Non Individuals (PDF,<200k)
- PAN
and KYC Ready Reckoner (PDF,<200k)
- Direct
Credit of Redemption Facility (PDF,<200k)
- Dividend
Transfer Plan (PDF,<200k)
- Change
of name of Unitholder
- Error
in the name of Unitholder
- Death
of First/Second Unit Holder
- Death
of single/Sole Holder with a registered nomination
- Death
of single/Sole Holder without a registered nomination
- Appointment
of nominee
- In
case of minor reaching majority
- Guardian
- Redemption
- Pledge
- Loss
of dividend / redemption warrants
- Loss
of brokerage warrants
Please note that these formats are provided as a matter
of investor service and the individual investors should
consult their counsel before using the same, if considered
necessary.
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