Advisor ARN / RIA code Sub-broker/Branch Code
Sub-broker ARN
Representative EUIN
For office use only
The upfront commission on investment made by the investor, if any, shall be paid to the ARN Holder (AMFI registered distributor) directly by the investor, based on the investor’s assessment of various factors including service rendered by the ARN Holder.
Applicable only if ARN is mentioned but EUIN box is left blank: “I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales
person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.Applicable only if RIA Code is mentioned: “I / We hereby
give you my/our consent to share/provide the transactions data feed/portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all Schemes managed by you, to the SEBI-Registered Investment Adviser whose code is mentioned herein.
I am a first time investor in mutual funds (Rs.150 will be deducted).
I am an existing mutual funds investor (Rs.100 will be deducted).
TRANSACTION CHARGES (Refer instructions and tick the appropriate option) Applicable for transactions routed through distributors/agents/brokers who have opted to receive transaction charges.
DECLARATION
Having read and understood the contents of the Statement of Additional Information (SAI) of Franklin Templeton Mutual Fund (FTMF), respective Scheme Information Document (SID); Key Information Memorandum (KIM), the Addenda issued therein till date
(together referred as Scheme Documents) and after evaluating and acknowledging the risk factors, I / we hereby apply to the Franklin Templeton Trustee Services Pvt. Ltd., Trustees to the schemes of FTMF for units of scheme(s) of FTMF as indicated above, and
agree to abide by all applicable laws and the terms and conditions mentioned in the Scheme Documents. Notwithstanding the generality of the aforesaid undertaking, I/We hereby confirm that (i) I /we am/are not a ‘US Personand are not applying for Units on behalf
of any ‘US Person(ii) the money used for investment is my/our own and from legitimate sources (iii) the tax residency status (FATCA/CRS) and UBO details mentioned above are true and correct and (iv) the ARN holder has disclosed the details of commissions (in
the form of trail commission or any other mode), offered by competing schemes of various mutual funds falling in the category of scheme(s) being recommended to me/us and I / we have not received nor been induced by any rebate or gifts, directly or indirectly in
making this investment and are not in contravention or evasion of any applicable laws. I/ We further agree to hold FTMF, Franklin Resources Inc. its subsidiary and associate entities including their employees, directors and key managerial persons (collectively
referred as Franklin Templeton) harmless against any losses, costs, damages arising out of any actions undertaken or activities performed by them in accordance with the Scheme Documents and for any consequences in case of any of the above particulars being false,
incorrect or incomplete or for the activities performed by them in good faith or on the basis of information provided by me/us as also due to my/ our not intimating / delay in intimating such changes. I/We hereby authorise Franklin Templeton to use, disclose, share,
remit in any form, mode or manner, all / any of the information provided by me/ us, including all changes, updates to such information as and when provided by me/ us alongwith the details of investment made by me/us, to any of its agents, service providers,
representatives or distributors or any other parties located in India or outside India or any Indian or foreign governmental, statutory, regulatory, administrative or judicial authorities / agencies without any obligation of advising / informing me/us of the same. I/ We
hereby agree to keep the information provided to Franklin Templeton updated and to provide any additional information / documentation that may be required by Franklin Templeton, in connection with this application. I/We hereby provide my/our consent in
accordance with Aadhaar Act, 2016 and regulations made thereunder, for (i) collecting, storing and usage (ii) validating/authenticating and (ii) updating my/our Aadhaar number(s) in accordance with the Aadhaar Act, 2016 (and regulations made thereunder) and
PMLA. I/We hereby provide my consent for sharing/disclosing of my/our Aadhaar number including demographic information with the asset management companies of SEBI registered mutual fund and their Registrar and Transfer Agent (RTA), KRA(s) & Central KYC
Registry for the purpose of updating the same in the folios linked to my/our PAN.
Sole / First Unit Holder
Second Unit Holder Third Unit Holder
Date _____________________________________ Place ____________________________________
My Name (Should match with Aadhaar Card)
PAN/PEKRN (1st Applicant)
MY DETAILS (To be filled in Block Letters. Please provide the following details in full; Please refer instructions)
KYC
Date of Birth
Minor’s
On behalf of Minor
(* Attach Mandatory Documents as per instructions).
Proof attached *
Guardian named is :
Father Mother Court Appointed
Date of Birth
My Guardian’s Name (if minor)/POA/Contact Person
PAN/PEKRN ( POA)Guardian/
KYC
D D
/
M M
/
Y Y
JOINT APPLICANTS (IF ANY) DETAILS
2nd Applicant Name ( )Should match with Aadhaar Card
PAN/PEKRN (2nd Applicant)
KYC
3rd Applicant Name ( )Should match with Aadhaar Card
PAN/PEKRN (3rd Applicant)
Single Joint Either or Survivor(s) [Default]
Mode of Operation :
KYC
Sl No.
(DD Charges)
Net Amount
Cheque/DD No.
Bank
Bank A/C No.
GOAL
Options
e.g. Deepa's Marriage
e.g. Home/Car
ACKNOWLEDGEMENT SLIP
Sl. No.
Amount in R
(SIP: per Installment)
Amount in R
(SIP: per Installment)
Amount in R
(SIP: per Installment)
Lumpsum SIP
Lumpsum SIP
Lumpsum SIP
Lumpsum SIP
Growth
Dividend Payout
Dividend Reinvestment
Growth
Dividend Payout
Dividend Reinvestment
Growth
Dividend Payout
Dividend Reinvestment
Growth
Dividend Payout
Dividend Reinvestment
Scheme Name / Plan
Plan: Regular
Direct
Plan: Regular
Direct
Plan: Regular
Direct
Plan: Regular
Direct
QFUND.IN
Yes No Yes No Yes No Yes No
2nd ApplicantSole/ 1st Applicant
Details
Place & Country of Birth
Nationality
DOB
Allocation
100 %
X
NSDL: DP Name DP ID I N Beneficiary Ac No.
CDSL: DP Name Beneficiary Ac No.
Pin
MICR code (9 digit)
City
My Bank Name
Bank A/C No.
IFSC code: (11 digit)
Not Applicable
Is a PEP
st
1 Applicant
nd
2 Applicant
Partners
Karta
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1-5 lac
5-10 lac
10-25 lac
25 lac- 1 cr
1 -5 cr
5 - 10 cr
> 10 cr
OR Networth in Rs.
___________
as on
___________
as on
___________
as on
___________
as on
D D M M Y Y D D M M Y Y D D M M Y Y D D M M Y Y
NRI/PIO/OCI
Others (Please specify)
Non Individual
Status details for
Guardian
¨ ¨ ¨ ¨
¨ ¨ ¨ ¨
¨
- - -
¨
- - -
¨
¨
¨
Partnership
¨
Trust
Society
¨
¨
HUF
¨
Bank
¨
¨
FI/FII/FPI
_____________ _____________ _____________ _____________
Business
Agriculturist
Student
Guardian
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Others (Please specify)
_____________ _____________ _____________ _____________
City
Email ID
(in capital)
Mobile
+91
Tel
Pin Code
c. Business
www. franklintempletonindia.com
Instruction F Enclosures (if applicable)
ADDITIONAL INFORMATION
Applicant
1st
2nd
3rd
^
G or POA
KIN No. (If KYC done via CKYC)
#
Date of Birth
#Date of Birth - Mandatory if CKYC ID mentioned.
^ ^ +
G: Guardian; POA: Power Of Attorney If Aadhaar number is not assigned Aadhaar enrollment number and proof to be provided.
+
Aadhaar No.
Gender
M F
M F
M F
M F
D D
/
M M
/
Y Y
D D
/
M M
/
Y Y
D D
/
M M
/
Y Y
D D
/
M M
/
Y Y
Email Id.
Mobile No.
nd
2 Applicant
rd
3 Applicant
G or POA
Details