Please ensure you have read an up-to-date version of the Key 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.
Intermediary Agreement
Franklin Templeton
| Documents |
|---|
| Prospectus - Franklin Templeton Funds (OEIC) (PDF, <200k) |
| Supplementary Information Document (PDF, 270k) |
| Dealing Guide for Corporate Investors and Intermediaries (PDF, 194k) |
| Instrument of Incorporation (PDF, <200k) |
| New Investors |
|---|
| Retail application Form1 (PDF, >200k) |
| Institutional application form (PDF, >200k) |
| Joint Shareholder Form (PDF, >200k) |
| Existing Investors |
|---|
| Purchase Sale & Switch Form (PDF, >200k) |
| Joint Shareholder Application Form (PDF, >200k) |
| Documents |
|---|
| Prospectus - Franklin Templeton Alternative Funds |
| Dealing guide for intermediaries (PDF, <200k) |
| New Investors |
|---|
|
Institutional application form (PDF, >200k) |
| Documents |
|---|
| Prospectus – Franklin Templeton Investment Funds (SICAV) (PDF, <200k) |
| Supplementary Information Document (PDF, <200k) |
| Consolidated Articles of Incorporation (January 2019) (PDF, >200k) |
| Dealing guide for intermediaries (PDF, <200k) |
| New Investors |
|---|
|
SICAV Retail application form (PDF, >200k) |
| SICAV Institutional application form (PDF, >200k) |
| Joint Shareholder Form (PDF, >200k) |
| Existing Investors |
|---|
| Purchase Sale & Switch Form (PDF, >200k) |
| Joint Shareholder Application Form (PDF, >200k) |
| Direct Debit Mandate (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) |
| Dealing guide for intermediaries (PDF, <200k) |
| New Investors |
|---|
|
FTSF SICAV Retail application form (PDF, >200k) |
| FTSF SICAV Institutional 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) |
Fund Identifiers
| Documents |
|---|
| Templeton Emerging Markets Investment Trust (PDF, >200k) |
| Franklin Templeton Investment Funds (SICAV) (PDF, >200k) |
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.
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.