This website uses cookies. You can read about the cookies that we use here. By continuing to browse and not disabling these cookies you consent to our use of cookies. Please accept the terms and conditions before continuing:
Terms of Use Agreement
[gateway-attention]
THIS AREA OF THE WEBSITE IS INTENDED FOR UK PROFESSIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
Portfolio Holdings for Non-US Funds/Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”.
Please read the Terms of Use Agreement and indicate your acceptance.
This website uses cookies. You can read about the cookies that we use here. By continuing to browse and not disabling these cookies you consent to our use of cookies. Please accept the terms and conditions before continuing:
Terms of Use Agreement
[gateway-attention]
UK INSTITUTIONAL INVESTORS - IMPORTANT LEGAL INFORMATION
THIS AREA OF THE WEBSITE IS INTENDED FOR UK INSTITUTIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
Portfolio Holdings for Non-US Funds/Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”.
Please read the Terms of Use Agreement and indicate your acceptance.
Please ensure you have read an up-to-date version of the Key Investor Information Document for each fund share class you wish to invest in, alongside the relevant Supplementary Information Document, before returning your application or dealing form.
Please note each application form is individually numbered and should be used only once.
KIID Frequently Asked Questions (PDF, <200k)
Documents |
Prospectus - Franklin Templeton Funds (OEIC) (PDF, <200k) |
Supplementary Information Document (PDF, 270k) |
Dealing Guide for Corporate Investors and Intermediaries (PDF, 194k) |
New Investors |
Application Form1 (PDF, >200k) |
Joint Shareholder Form (PDF, >200k) |
Direct Debit Mandate (PDF, >200k) |
Companies, Partnerships & Trusts Checklist (PDF, >200k) |
Existing Investors |
Purchase Sale & Switch Form (PDF, >200k) |
Joint Shareholder Application Form (PDF, >200k) |
Direct Debit Mandate (PDF, >200k) |
ISAs – For Existing Investors Only |
Existing FTF ISA Investor Form (PDF, >200k) |
Franklin Templeton ISA Guide (including Terms & Conditions) (PDF, >200k) |
Documents |
Prospectus – Franklin Templeton Investment Funds (SICAV) (PDF, <200k) |
Supplementary Information Document (PDF, <200k) |
Consolidated Articles of Incorporation (January 2013) (PDF, >200k) |
New Investors |
SICAV Application Form1 (PDF, >200k) |
Joint Shareholder Form (PDF, >200k) |
Direct Debit Mandate (PDF, >200k) |
Existing Investors |
Purchase Sale & Switch Form (PDF, >200k) |
Joint Shareholder Application Form (PDF, >200k) |
Direct Debit Mandate (PDF, >200k) |
User Guides |
Application Form User Guide (PDF, >200k) |
Documents |
Prospectus – Franklin Templeton Shariah Funds (SICAV) (PDF, 1.3mb) |
FTSF Supplementary Information Document (PDF, <200k) |
FTSF Consolidated Articles of Incorporation (November 2012) (PDF, 2.2mb) |
New Investors |
FTSF SICAV Application Form (PDF, >200k) |
FTSF Joint Shareholder Form (PDF, >200k) |
Existing Investors |
FTSF Purchase Sale & Switch Form, (PDF, >200k) |
FTSF Joint Shareholder Form (PDF, >200k) |
Tax Regulations based on the US Foreign Account Tax Compliance Act (FATCA), the OECD Common Reporting Standard (CRS) and other international tax agreements require Franklin Templeton Investments to collect and report certain information about the account holder’s tax residency.
To enable Franklin Templeton Investments to comply with these regulations, we may require investors to complete one or more of the forms below.
If you have any questions regarding completion of the form, please contact your tax adviser.
Documents |
Tax Residency Self-certification Form for Controlling Person (PDF, <200k) |
Tax Residency Self-certification Form for Individual (PDF, <200k) |
Tax Residency Self-certification Form for Entities (PDF, <200k) |
Documents |
eStatements Registration Form (PDF, <200k) |
Documents |
Fund Status - Taxation of personal dividend distributions (SICAV) (PDF, <200k) |
Reporting Fund Share Class Status (PDF, <200k) |
Documents |
Templeton Emerging Markets Investment Trust (PDF, >200k) |
Franklin Templeton Funds (OEIC) (PDF, >200k) |
Franklin Templeton Investment Funds (SICAV) (PDF, >200k) |
Footnote
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
Copyright © 2018 Franklin Templeton Investments. All Rights Reserved.