Application Forms & Documents

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)

Franklin Templeton Funds (OEIC)


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 Investment Funds (SICAV)

Franklin Templeton Shariah Funds (SICAV)

Self-Certification Forms

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.

Legal and Regulatory Information

Fund Identifiers