Features of ONLINE ACCOUNT ACCESS

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1 Features of ONLINE ACCOUNT ACCESS

2 INTRODUCTION As an investor, we understand that the two key factors that contribute to a successful investment process are getting real-time account information and having the ability to carry out transactions in a seamless manner. With our online account access, you can now access your account information on a real time basis - 24 hours a day at the click of a mouse and also perform any transaction on your accounts (subject to completion of documentary requirements). You will be able to access a host of information including account statements, dividend and transaction history. Key features of online account access: Buy, redeem and switch units online, which means you can transact in a quicker and more convenient manner View, print or your account statement, capital gain statement, dividend history, portfolio valuation & transaction details Register for systematic investment plan (SIP), systematic transfer plan (STP) or a systematic withdrawal plan (SWP) Register for Easy Mobile through our website to receive SMS alerts for your transactions and NAV alerts via SMS View your SIP/SWP/STP transactions including processed and to be processed with payment details Add / Remove accounts to your family portfolio using username Here, we provide a quick preview of the facilities and online features available on our website

3 MY PORTFOLIO The landing page once you successfully login is My Portfolio. The various facilities available under the My Portfolio section 1. View Portfolio View your portfolio details including current value, investment amount, available units etc 2. Account Statements View transaction history as well account statement online Download account statement in PDF format or have it sent to your registered id Quick links to Buy, Redeem & Switch at a fund level 3. Dividend Details View dividend payout details in the My dividends tab 4. Redemption Details View redemption paid details in the My redemptions tab 5. SIP query View details of special products (SIP / STP/ SWP) including processed and to be processed installments with payment details

4 MY TRANSACTIONS The various facilities available under the My Transactions section are 1. Buy Buy additional units in your existing fund or invest in a new fund You may pay for online purchase via net banking or using your VISA debit cards 2. Redeem Units Redeem or withdraw specific number of units/amount from your account, which are free for redemption 3. Switch Switch from an existing fund to another existing fund or new fund 4. Systematic Investment Plan (SIP) Start your systematic investments completely online 5. Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Dividend Transfer Plan (DTP) Register for your SWP, STP and DTP requests online 6. Pending Transactions View the list of pending financial transactions that were done through the website

5 MY PROFILE Under this option, you can 1. Change phone / mobile number, id 2. Register for family access 3. Change your password Change your secret Question & Answer; If you forget your password or lock your username, you can use this answer to reset your password or unlock your username online

6 FAMILY PORTFOLIO 1. View the portfolio of your family investments 2. Add or Remove accounts from the Family Portfolio view Add Accounts Please follow the below steps to add accounts into your family portfolio: 1. The family member (customer folio / account holder) has to login to our website using their username and password 2. He/she has to register for the family access under My profile section and give you access 3. After access has been provided by the family member, you can enter the username and the account number of the family member, whose account you wish to view Remove Accounts To remove accounts/folios from your family portfolio, please follow the below steps 1. Select type of access 2. Select the account/folio number which you would like to remove 3. Click Remove

7 SUBSCRIPTIONS Subscribe/unsubscribe to a host of information including NAV details, news update, weekly market view, portfolio valuation and account statement

8 NOTIFICATIONS Request for a one time mail back for any of the reports given below for a particular account number or for all funds Select the service for which you would like to receive notification on, such as portfolio valuation, account statement, capital gains statement, transaction details and dividend details.

9 EASY SERVICES Franklin Templeton Easy Mobile Register to receive SMS transaction alerts NAV Alerts SMS Subscribe online to receive daily / weekly/ monthly SMS NAV alerts for any three Franklin Templeton funds of your choice

10 LOGOUT This option is for logging out from your user name and password Always click on log out to come out of your user name and password Please do not close the screen without logging out properly doing so would make your username inactive for minutes Frequently Asked Questions (FAQs) Please do refer to the FAQs section of our website for queries that you may have with reference to online access. We hope that you would find the experience to be an exciting one. For queries, please us at or call us at or (Local call rates apply) from 8.a.m. to 9.p.m., Monday to Saturday.

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