Franklin Templeton Investments - Common Application Form

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Transcription:

Franklin Templeton Investments - Common Application Form Sl. No. Distributor information For Office Use Only Agent /Broker Code* Sub-Broker Code* : Application received TimesofMoney / ARN-2115 Branch : Representative : * AMFI Registered Distributors Existing Unitholders (Please provide the following details in full; Please refer instruction 1 on page 18 ) First Applicant Name Customer Folio No. Account No. Your Personal Details (Need not be filled if you have completed the box above) (To be filled in Block Letters. Use one box for one alphabet leaving one box blank between name and surname) Name of First/Sole Applicant Name of Second Applicant Name of Third Applicant Address (P.O. Box Address is not sufficient in case of overseas address) Address is Home Office City State Country Pin Tel STD Code Work Residence Mobile Fax Email Date of Birth First Holder Minor Name of Father/Guardian of Minor (Strike off whichever is not applicable) D D M M Y Y Y Y (Mandatory for TIPP & Minors) Mode of Holding Status Single Individual HUF Company/Body Corporate FII Joint Sole Proprietorship Club/Society Minor through Guardian NRI * /PIO * Either or Survivor(s) Partnership Trust Others * Repatriable Non-Repatriable (Specify) (Tick whichever is applicable; Only individuals and minor through guardian can invest in Templeton India Pension Plan) I would like to invest in Country of citizenship Separate cheque/demand draft required for each investment, drawn in favour of FULL scheme name (see point 4 on page 19). Please fill up the scheme name(s) and the plan/option you may refer to the reckoner on page 22 for more details. Investors in Templeton India Money Market Account, Templeton India Pension Plan, Templeton India Government Securities Fund - PF Plan and Templeton India Children s Asset Plan are requested to also fill in the form on page 31. Scheme Name Plan Option Amount Net Amount Payment Details Invested Paid Cheque/DD No. Bank and Branch If you have an existing account in the scheme mentioned above, this purchase will be treated as an additional purchase in the same account. If you prefer to have a new account in the same scheme please tick here Acknowledgement Received from Pin Scheme Name Plan Option Payment Details Sl. No. 23

Statutory Details (Mandatory - For new investors) The bank details provided below will be updated for the account being transacted. If you would like to update these bank details across all funds in your Common Customer Folio, please tick here Bank Name Account No. Please provide the full account number Branch Branch Address City Account type For Residents Savings Current For Non-Residents NRO NRE Others Direct Credit Facility is available with the following banks: ABN Amro Bank, Citibank, Centurion Bank, Development Credit Bank, HDFC Bank, HSBC Bank, IDBI Bank, ICICI Bank, Kotak Mahindra Bank, Standard Chartered Bank, YES Bank and UTI Bank. Dividend and redemption payments will be directly credited to your account if the bank mandate registered for your account is one of the above said banks. I/We DO NOT wish to avail direct credit facility (Please tick) Please verify and ensure the accuracy of the bank details provided above and as shown in your account statement. Franklin Templeton cannot be held responsible for delays or errors in processing your request if the information provided is incomplete or inaccurate. PAN - Mandatory for all Resident Investors regardless of mode of holding and required for transactions of Rs. 50,000 & above PAN Sole/First Applicant/Guardian Second Applicant Third Applicant Enclosed: PAN Card Copy OR Form 60/61 PAN Card Copy OR Form 60/61 PAN Card Copy OR Form 60/61 Mandatory Enclosures: PAN Card Copy or Form 60 /61 with address proof. Transactions not including these mandatory enclosures may be rejected Other Services (Optional) 1. Online Account Access I wish to avail the online account access facility (email address mandatory) Yes No 2. Email Services I wish to receive the following via e-mail instead of physical document (please tick) Account Statement Quarterly Review & Annual Report 3. Other Email Services Daily NAV Weekly Market View Event Updates Email Address: 4. Nomination Details: Nominee Name & Address Signature of Nominee Guardian details if nominee is a minor Name & Address Signature of Guardian Declaration Having read and understood the contents of the Offer Document(s) of Scheme(s) and Key Information Memorandum, Addenda issued till date, I/We hereby apply to the Trustees of Franklin Templeton Mutual Fund for units of Franklin Templeton Mutual Fund as indicated above and agree to abide by the terms, conditions, rules and regulations of the Scheme(s) as on the date of this investment and confirm that the funds invested in the scheme(s) legally belong to me/us. I/We have not received nor been induced by any rebate or gifts, directly or indirectly in making this investments. *I/We confirm that I am/we are Non-Residents of Indian National /Origin but not United States persons within the meaning of Regulation (S) under the United States Securities Act of 1933, as amended from time to time and that I/We here by confirm that the funds are remitted from abroad through approved banking channels or from my/our funds in my/our NRE/NRO/FCNR Account. I/we agree that all my/our future transactions under this common customer folio including any fresh purchase in any scheme launched by Franklin Templeton Mutual Fund can be accepted based on signature from any one of the holders in this account. I/We hereby declare that the particulars given herein are true, correct and complete to the best of my/our knowledge and belief. Date: Place * Applicable to NRI Signatures : First/Sole Applicant Second Applicant Third Applicant For investment related enquiries, please contact: Franklin Templeton Investments Service Centres Email: service@templeton.com www. franklintempletonindia.com Check List: Please ensure the following : Application Form is complete in all respects and signed by all Applicants Bank Account details are filled Permanent Account Number (PAN) is mentioned for both single/joint holders, please provide a copy of the PAN Card without which application may be rejected Appropriate Options are filled up Cheques/DDs should be drawn in favour of the respective scheme names. 24

Application Form - TimesofMoney Ltd. Name of First Applicant: Gender: Male Female Date of Birth: (dd/mm/yyyy) Mailing Address of Customer (First Applicant): City: State: Pin Code: Mobile Phone Number: Phone Details: Please mention STD Code (R): (O): E-mail ID: PAN No: Log on to: www.timesofmoney.com

Power of Attorney TO ALL TO WHOM THESE PRESENTS SHALL COME, I/WE residing in India at (hereinafter referred to as the Client, which shall unless it be repugnant to the meaning or context thereof, be deemed to mean and include it s heirs, executors, administrators and permitted assigns) have registered with the login ID on the web site www.timesofmoney.com, hereinafter referred to as the Website") and enrolled for service(s) offered by TimesofMoney Limited, a company incorporated under the Companies Act 1956 with its registered office at 1st Floor, Times of India Building, Dr. D.N. Road, Fort, Mumbai 400 001 (hereinafter referred to as the "Company", which shall unless it be repugnant to the meaning or context thereof, be deemed to mean and include its successors in title and assigns) and has/have read, understood and agreed to be bound by the Terms and Conditions of the service(s), appearing on the Website or as specified by the Company, as amended from time to time. I/W e do hereby jointly and severally nominate, constitute and appoint the Company, acting through any of its officer(s) and/or agent(s) as my/our true and lawful attorney (hereinafter referred to as 'the Attorney ) for me/us, in my/our name and on my/our behalf and at my/our risk and costs to do, perform or execute all or any of the following acts, deeds, matters and things. 1. To subscribe to and/or redeem units of mutual funds schemes of Asset Management Companies in India on my/our behalf and to pay for the same. 2. To confirm having read and understood the contents of the offer documents of various schemes of mutual funds in which the Company may invest on behalf of me/us and not to hold the mutual fund liable for any transaction processed on the basis of information provided by the Company. 3. To receive statements and other documents and items pertaining to the above units and to acknowledge receipt of the same. 4. To sign all such application forms, transfer deeds, redemption requests, depository forms, and other writings and do all such acts as may be required for all or any of the above purposes. 5. To correspond with and give notice to the corresponding asset management company/body corporate[s]/issuer including giving instructions with regard to nomination/change in investment plans/any other changes that may be necessitated. 6. To do or omit to do all such acts and things as the Company may in its discretion consider to be necessary or desirable in order to exercise its powers hereunder or to comply with any laws, orders rules, regulations or directions of any government or regulatory or other authorities. 7. To make necessary application(s) on my/our behalf to any officials or authorities in India, in connection with my/our purchase/sale and to represent me/us in all respects before such authority or authorities and establish without encumbrance the ownership of the mutual fund units in my name. AND generally to do, perform and execute all such other acts, deeds, instruments, matters and things for on my/our behalf as the said Attorney may think fit in respect of the above matters as fully and effectually and to all intents and purposes as I/we myself/ourselves could do if I/we were personally present AND for the further, better and more effectually doing, effecting, executing and performing the several matters and things aforesaid I/we hereby give and grant unto the said Attorney full power and authority from time to time to appoint one or more substitute and substitutes to do, execute and perform all or any of such matters and things as aforesaid and the substitute or substitutes at pleasure to remove and to appoint another or others in his/her place AND I/we hereby ratify and confirm and agree and undertake to ratify and confirm whatsoever the said Attorney shall lawfully do or cause to be done by virtue of these presents.

AND I/We hereby agree that the Company shall exercise the powers and authorities conferred under the above Power of attorney only pursuant to the instructions in the behalf given by me/us. These instructions may be given electronically through the internet to the Company and shall be admissible in evidence and shall not be questioned by me/us and shall be conclusive and binding against me/us. AND I/we hereby agree that all such acts done by me/our above mentioned attorney shall be deemed to be acts done by me/us and if necessary shall be ratified by me/us on the instructions of the Attorney. IN WITNESS WHEREOF I/We have hereunto set my/our hand[s] at this day of of 20. SIGNED, SEALED AND DELIVERED By the within names X X Date: (dd/mm/yyyy)