Features of ONLINE ACCOUNT ACCESS
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- Barrie Malone
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1 Features of ONLINE ACCOUNT ACCESS 1
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 the launch of our HPIN facility, 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. Using our HPIN facility, you can Buy, redeem and switch units online, which means investors 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 transfer plan or a systematic withdrawal plan through our website. Register for Easy Mobile through our website to receive SMS transaction alerts and SMS NAV alerts 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 special online features available on our investor website 2
3 Features post Logging In When you login, you would be directed to My Portfolio screen in which links for various facilities are provided. My Portfolio The various facilities available under the link My Portfolio View Portfolio You are now in the My Portfolio screen in which links for various facilities are provided and may also this portfolio to your id registered with us Account Statements You would be able to view the detailed Account Statements for each of your accounts by clicking on the respective account numbers in the View Portfolio screen Dividend Details By choosing the Dividend Details option, you can view the Dividend paid/reinvested in each of your accounts. You can also view these details for a given period by entering a date range Redemption Details Using this option, you can view the redemptions in each of your accounts and also for a given period by entering a date range SI query View details of special products including processed and to be processed installments with payment details 3
4 ONLINE TRANSACTIONS You can use this option to perform various financial transactions and also register for systematic withdrawals, systematic transfers & dividend transfers. The various options that are available under this facility are: Buy Additional Units This is in other words, make additional purchases into your existing account. For this, you need to have accounts with specific banks like, HDFC Bank, ICICI Bank, Bank of India, IDBI Bank, Kotak Mahindra Bank, Punjab National Bank, State Bank of India, UTI Bank etc. The details are available in our website Redeem Units You can withdraw specific number of units/amount from your account, which are free for redemption including Liquid Funds Switch You can also switch from a scheme in which you have invested to a new scheme New Subscriptions You can make New Purchases in our various funds. For this, you need to have accounts with specific banks like HDFC Bank, ICICI Bank, Bank of India, IDBI Bank, Kotak Mahindra Bank, Punjab National Bank, State Bank of India, UTI Bank etc etc. The details are available in our website. Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP) and Dividend Transfer Plan (DTP) - Using this option, you can post your SWP, STP and DTP requests online Pending Transactions You can also view the list of pending financial transactions that were done through the website using this link. Note: Online Liquid Fund Transactions - You can also do online transactions of Liquid schemes viz. Templeton India Money Market Account, Templeton India Treasury Management Account, Templeton Floating Rate Income Fund Short Term Plan Cut-off time for Liquid Scheme purchase is noon and cut-off time for liquid scheme redemption is 03:00 pm. Please refer the Offer Document for more information. 4
5 My Profile Under this option, you can Change phone number, address & password. Register for Family access 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 FAMILY PORTFOLIO In this section, you can view the portfolio of your family investments and you can also Add or Remove Accounts from the Family Portfolio 5
6 Add Accounts To add accounts into your family portfolio: 1) The family member (account/folio holder) has to login to 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 you family portfolio, 1. Select type of access 2. Select the account/folio number which you would like to remove 3. Click Remove 6
7 Subscriptions Subscription is an online service where you can subscribe/unsubscribe to a host of information offered by us including NAV Details, News Update, Weekly Market View, Portfolio Valuation and Account Statement 7
8 Notifications Notification is an online service where you would receive a one time mail back from us for the service you choose. Select an account number from the drop down and click Go Now, you can 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. 8
9 Easy Services 1) Franklin Templeton Easy Mobile Investors can register to receive SMS transaction alerts through our website 2) NAV Alerts SMS Investors can register online to receive daily / weekly/ monthly NAV alerts SMS for any three Franklin Templeton funds of their choice 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. We hope that you would find the experience to be an exciting one. For queries, please us at service@templeton.com or call us at (If calling from a Non MTNL/Non BSNL or Cell phone) or (Local call rates apply) from 8.a.m. to 9.p.m., Monday to Saturday. 9
Features of ONLINE ACCOUNT ACCESS
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