Form ID: 0118

Sl No.

APPLICATION FORM FOR EXISTING INVESTORS FINANCIAL

(Please use separate Transactions Form for each Scheme / Plan and Transaction) TRANSACTIONS
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.”

First/Sole Applicant/Guardian Second Applicant Third Applicant

MY DETAILS (To be filled in Block Letters. Please provide the following details in full. Please refer instructions)

My Name

My Folio Number Scheme (Account) Number

Scheme Name/Plan/Option*

*Scheme name for Additional Purchase Order, Redemption, SIP & SWP. Source scheme name for Switch, STP & DTP. Nomination details will be replicated as per the last transaction in this folio.
You may attach a separate nomination form in case of change in nomination.

I WISH TO UPDATE MY KNOW YOUR CUSTOMER (KYC) & GST DETAILS GSTN No.
KYC Compliance is mandatory for all Investors (including Sikkim Resident) irrespective of the amount of investment. Investment without valid KYC will be rejected. Please submit CKYC Form, KRA KYC Application Form with CKYC
supplementary form or copy of KYC acknowledgement issued by KRA/CKYCR. If you have already provided KYC acknowledgement for this folio, you need not provide the same again.

Applicant PAN No. / PEKRN (Mandatory) Aadhaar No.+ KIN No. (Mandatory if KYC done via CKYC) Date of Birth

1st D D / M M / Y Y

2nd D D / M M / Y Y

3rd D D / M M / Y Y
^
G or POA D D / M M / Y Y
^
G: Guardian; ^POA: Power Of Attorney +If Aadhaar number is not assigned Aadhaar enrollment number and proof to be provided.

I WISH TO MAKE A LUMPSUM INVESTMENT (Cheque/DD should be in favour of Scheme name. eg. Franklin India Bluechip Fund )
Amount in Figures Amount in Words
Rs.

Payment by: RTGS NEFT Funds transfer Cheque/Draft No. Date D D / M M / Y Y

Payment from Bank A/c no.: Pay in A/c No. A/c. Type: Savings Current NRE NRO FCNR Others___________________

Bank name & Branch:

Payment by Auto Debit: If Auto Debit Form (ADF) is already registered in the Folio then please mention Bank Name and Account Number below.

Bank name Account No.

Documents Attached to avoid Third Party Payment Rejection, where applicable: Bank Certificate, for DD Third Party Declarations

I WISH TO START AN SIP (Please attach SIP Auto Debit Slip for NACH registration)

th
Each SIP Amount (minimum Rs. 500) Rs. SIP Date: D D (If left blank 10 will be considered as the default date)

SIP Period Start Date M M / Y Y Y Y End Date Continue Until Cancelled OR M M / Y Y Y Y

Investment Frequency Monthly Quarterly First SIP Cheque Date: Cheque No.

Drawn on Bank/Branch

Step-up my SIP annually by: Increase in %: (in multiples of 5%) (Amount invested will be rounded off to the nearest Rs. 100)
or Increase in Rupee Value: (in multiples of Rs. 500)

Tick here if Auto Debit Form (ADF) is already registered in the Folio. Please mention in space provided below the Bank Name and Account Number:

Bank Name Account No.

Tick here if attaching a New Auto Debit Form.

ACKNOWLEDGEMENT SLIP Sl. No.

Date D D / M M / Y Y Received from

Customer Folio No. Cheque No.(s)

Additional Purchase / SIP (Rs.)

SWP STP DTP Redemption or Switch : Amount (Rs.) OR Units Service Centre Signature
& Stamp
 I WISH TO WITHDRAW MY INVESTMENT (REDEMPTION) (Subject to Lock-in, If any)
Amount in Figures Amount in Words

Rs.
OR (Please note that the Redemption can be done either in Units or in Amount and not in both)
Units in Figures Units in Words Tick to Redeem all units

I WISH TO TRANSFER MY INVESTMENT TO ANOTHER SCHEME (SWITCH) (Subject to Lock-in, If any) (DOB: _____/ _____/ ___________, Mandatory for investment in FIPEP)

Switch-in To Scheme / Plan / Option

Account No. (Mention only if Transferring into Existing Scheme)

Amount in Figures Amount in Words

Rs.
OR (Please note that the Switch can be done either in Units or in Amount and not in both)

Units in Figures Units in Words Tick to switch all units

I WISH TO TRANSFER FIXED AMOUNTS FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (STP) (Subject to Lock-in, If any)

STP in To Scheme/Plan/option

Account No. (Mention only if Transferring into Existing Scheme)

Transfer Amount: Fixed Sum of Rs. (Minimum Rs. 500/-) OR Capital Appreciation, subject to Minimum of Rs.500/-

Frequency: Daily OR Weekly Dates: 7th, 14th, 21th, 28th OR Monthly* ____ day of the month OR Quarterly ____ day of the month

Transfer Period (Minimum 2 STP transactions) From D D / M M / Y Y To D D / M M / Y Y

Investments done in schemes through STP will be treated as investments through SIP and the load structure for SIP will be applicable. The following schemes/plans/options are not available as Source Scheme: • FIPEP • FIT • FIGSF - PF Plan

I WISH TO WITHDRAW FIXED AMOUNTS FROM MY CURRENT INVESTMENT AT A SET FREQUENCY (SWP) (Subject to Lock-in, If any)

Withdrawal Amount Fixed Sum of Rs. (Minimum Rs. 500/-) OR Capital Appreciation, subject to Minimum of Rs.500/-

Date: 15th Last business day of month (Applicable for fixed amount)

Frequency Monthly* Quarterly Withdrawal Period (Minimum 6 SWP transactions) From M M / Y Y To M M / Y Y

I WISH TO TRANSFER DIVIDENDS RECEIVED FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (DTP)
To Target Scheme/Plan/Option (To where Dividend is to be transferred)

Account No. (Mention only if Transferring into Existing Scheme)

*Default Option may be applied in case of no information, ambiguity or discrepancy.

DECLARATION & SIGNATURES (To be signed as per Mode of Holding) Date _____________________________________ Place ____________________________________
Having read and understood the contents of the Statement of Additional Information, Scheme Information Document of the Fund, the Key Information Memorandum and the Addenda issued till date, I/we hereby apply to theTrustees of Franklin
Templeton Mutual Fund for registration of any of the aforesaid facility, and agree to abide by any Act, Rules, Regulations, Notifications, Directions, Guidelines, Orders or instructions issued by any Indian or foreign governmental or statutory or judicial or
regulatory authorities/ agencies and the terms, conditions, rules and regulations of the Fund and the aforesaid facility(ies) as on the date ofthis application. I/We confirm that the funds invested legally belong to me/us and that 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 laws in force. I/We declare that all the particulars given herein are true, correct and complete tothe best of my/our
knowledge and belief and will promptly inform FTI about any changes thereto. I/ we hereby agree to provide any additional information/ documentation that may be required by FTI. I hereby agree and accept that the Mutual Funds, their authorised
agents, representatives, distributors its sponsor, AMC, trustees, their employees, service providers, representatives ('the Authorised Parties')are not liable or responsible for any losses, costs,damages arising out of any actions undertaken or as a result of
this investment or activities performed by them on the basis of the information provided by me as also due to my not intimating / delay in intimating such changes. I authorize the mutualfund to disclose, share, remit in any form, mode or manner, all /
any of the information provided by me to Authorised Parties including any of the Indian or foreign governmental or statutory or judicialauthorities / agencies including Financial Intelligence unit-India (FIU-IND) without any obligation of advising me/us
of thesame. 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
 Form ID: 0118
Sl No.

APPLICATION FORM FOR EXISTING INVESTORS FINANCIAL

(Please use separate Transactions Form for each Scheme / Plan and Transaction) TRANSACTIONS
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.”

First/Sole Applicant/Guardian Second Applicant Third Applicant

MY DETAILS (To be filled in Block Letters. Please provide the following details in full. Please refer instructions)

My Name

My Folio Number Scheme (Account) Number

Scheme Name/Plan/Option*

*Scheme name for Additional Purchase Order, Redemption, SIP & SWP. Source scheme name for Switch, STP & DTP. Nomination details will be replicated as per the last transaction in this folio.
You may attach a separate nomination form in case of change in nomination.

I WISH TO UPDATE MY KNOW YOUR CUSTOMER (KYC) & GST DETAILS GSTN No.
KYC Compliance is mandatory for all Investors (including Sikkim Resident) irrespective of the amount of investment. Investment without valid KYC will be rejected. Please submit CKYC Form, KRA KYC Application Form with CKYC
supplementary form or copy of KYC acknowledgement issued by KRA/CKYCR. If you have already provided KYC acknowledgement for this folio, you need not provide the same again.

Applicant PAN No. / PEKRN (Mandatory) Aadhaar No.+ KIN No. (Mandatory if KYC done via CKYC) Date of Birth

1st D D / M M / Y Y

2nd D D / M M / Y Y

3rd D D / M M / Y Y
^
G or POA D D / M M / Y Y
^
G: Guardian; ^POA: Power Of Attorney +If Aadhaar number is not assigned Aadhaar enrollment number and proof to be provided.

I WISH TO MAKE A LUMPSUM INVESTMENT (Cheque/DD should be in favour of Scheme name. eg. Franklin India Bluechip Fund )
Amount in Figures Amount in Words
Rs.

Payment by: RTGS NEFT Funds transfer Cheque/Draft No. Date D D / M M / Y Y

Payment from Bank A/c no.: Pay in A/c No. A/c. Type: Savings Current NRE NRO FCNR Others___________________

Bank name & Branch:

Payment by Auto Debit: If Auto Debit Form (ADF) is already registered in the Folio then please mention Bank Name and Account Number below.

Bank name Account No.

Documents Attached to avoid Third Party Payment Rejection, where applicable: Bank Certificate, for DD Third Party Declarations

I WISH TO START AN SIP (Please attach SIP Auto Debit Slip for NACH registration)

th
Each SIP Amount (minimum Rs. 500) Rs. SIP Date: D D (If left blank 10 will be considered as the default date)

SIP Period Start Date M M / Y Y Y Y End Date Continue Until Cancelled OR M M / Y Y Y Y

Investment Frequency Monthly Quarterly First SIP Cheque Date: Cheque No.

Drawn on Bank/Branch

Step-up my SIP annually by: Increase in %: (in multiples of 5%) (Amount invested will be rounded off to the nearest Rs. 100)
or Increase in Rupee Value: (in multiples of Rs. 500)

Tick here if Auto Debit Form (ADF) is already registered in the Folio. Please mention in space provided below the Bank Name and Account Number:

Bank Name Account No.

Tick here if attaching a New Auto Debit Form.

ACKNOWLEDGEMENT SLIP Sl. No.

Date D D / M M / Y Y Received from

Customer Folio No. Cheque No.(s)

Additional Purchase / SIP (Rs.)

SWP STP DTP Redemption or Switch : Amount (Rs.) OR Units Service Centre Signature
& Stamp
 I WISH TO WITHDRAW MY INVESTMENT (REDEMPTION) (Subject to Lock-in, If any)
Amount in Figures Amount in Words

Rs.
OR (Please note that the Redemption can be done either in Units or in Amount and not in both)
Units in Figures Units in Words Tick to Redeem all units

I WISH TO TRANSFER MY INVESTMENT TO ANOTHER SCHEME (SWITCH) (Subject to Lock-in, If any) (DOB: _____/ _____/ ___________, Mandatory for investment in FIPEP)

Switch-in To Scheme / Plan / Option

Account No. (Mention only if Transferring into Existing Scheme)

Amount in Figures Amount in Words

Rs.
OR (Please note that the Switch can be done either in Units or in Amount and not in both)

Units in Figures Units in Words Tick to switch all units

I WISH TO TRANSFER FIXED AMOUNTS FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (STP) (Subject to Lock-in, If any)

STP in To Scheme/Plan/option

Account No. (Mention only if Transferring into Existing Scheme)

Transfer Amount: Fixed Sum of Rs. (Minimum Rs. 500/-) OR Capital Appreciation, subject to Minimum of Rs.500/-

Frequency: Daily OR Weekly Dates: 7th, 14th, 21th, 28th OR Monthly* ____ day of the month OR Quarterly ____ day of the month

Transfer Period (Minimum 2 STP transactions) From D D / M M / Y Y To D D / M M / Y Y

Investments done in schemes through STP will be treated as investments through SIP and the load structure for SIP will be applicable. The following schemes/plans/options are not available as Source Scheme: • FIPEP • FIT • FIGSF - PF Plan

I WISH TO WITHDRAW FIXED AMOUNTS FROM MY CURRENT INVESTMENT AT A SET FREQUENCY (SWP) (Subject to Lock-in, If any)

Withdrawal Amount Fixed Sum of Rs. (Minimum Rs. 500/-) OR Capital Appreciation, subject to Minimum of Rs.500/-

Date: 15th Last business day of month (Applicable for fixed amount)

Frequency Monthly* Quarterly Withdrawal Period (Minimum 6 SWP transactions) From M M / Y Y To M M / Y Y

I WISH TO TRANSFER DIVIDENDS RECEIVED FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (DTP)
To Target Scheme/Plan/Option (To where Dividend is to be transferred)

Account No. (Mention only if Transferring into Existing Scheme)

*Default Option may be applied in case of no information, ambiguity or discrepancy.

DECLARATION & SIGNATURES (To be signed as per Mode of Holding) Date _____________________________________ Place ____________________________________
Having read and understood the contents of the Statement of Additional Information, Scheme Information Document of the Fund, the Key Information Memorandum and the Addenda issued till date, I/we hereby apply to theTrustees of Franklin
Templeton Mutual Fund for registration of any of the aforesaid facility, and agree to abide by any Act, Rules, Regulations, Notifications, Directions, Guidelines, Orders or instructions issued by any Indian or foreign governmental or statutory or judicial or
regulatory authorities/ agencies and the terms, conditions, rules and regulations of the Fund and the aforesaid facility(ies) as on the date ofthis application. I/We confirm that the funds invested legally belong to me/us and that 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 laws in force. I/We declare that all the particulars given herein are true, correct and complete tothe best of my/our
knowledge and belief and will promptly inform FTI about any changes thereto. I/ we hereby agree to provide any additional information/ documentation that may be required by FTI. I hereby agree and accept that the Mutual Funds, their authorised
agents, representatives, distributors its sponsor, AMC, trustees, their employees, service providers, representatives ('the Authorised Parties')are not liable or responsible for any losses, costs,damages arising out of any actions undertaken or as a result of
this investment or activities performed by them on the basis of the information provided by me as also due to my not intimating / delay in intimating such changes. I authorize the mutualfund to disclose, share, remit in any form, mode or manner, all /
any of the information provided by me to Authorised Parties including any of the Indian or foreign governmental or statutory or judicialauthorities / agencies including Financial Intelligence unit-India (FIU-IND) without any obligation of advising me/us
of thesame. 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
Instructions for Common Transaction Form
PRODUCT LABELING:-
Product Labeling that would provide investors an easy understanding of the kind of product/scheme they are investing in and its suitability to them.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Note: Risk may be represented as:

Moderate Mo Moderate Mo Mo Mo
de de Moderate de Moderate de Moderate Mo
ra ra ra ra de
te te te te ra
te

ly

ly

ly
ly

ly
L ow

L ow

L ow
L ow

L ow
LOW HIGH LOW HIGH LOW HIGH LOW HIGH LOW HIGH
Investors understand that their principal will be at Low risk Investors understand that their principal will be at Moderately Low risk Investors understand that their principal will be at Moderate risk Investors understand that their principal will be at Moderately High risk Investors understand that their principal will be at High risk

1. This form can be used for all funds of Franklin Templeton second instalment should be in August and “Minimum Subscription Amount” of the Destination
Mutual Fund. Use separate transaction forms for each • To effect the Debit, investors must provide a cancelled Scheme(s) shall not be applicable to STP.
Scheme / Plan and transaction. cheque or copy thereof for the same account from which a) In order to start the STP facility, the minimum current value
2. This Transaction Form can be used for all transactions that the NACH / ECS / Direct Debit is to be done. requirement in the Source Scheme is as follows:
an existing account holder may want to make with Franklin • Load: For all SIP purchase transactions during ongoing Fixed Amount Capital Appreciation
Templeton Funds. Existing unitholders should mention the Frequency
sale, the entry and exit load as applicable for normal Option (Rs.) Option (Rs.)*
existing Account Number, Scheme & Plan of their existing purchases shall be applicable.
investment in the provided box. In case of fresh purchases Daily 1,000/- Not available
please read the Scheme Information Document and fill the • In case the specified date of SIP instalment is a non-
Weekly 2,000/- 5,00,000/-
application form. business day for the scheme, the SIP will be processed on
the following business day for that scheme. Monthly 2,000/- 1,00,000/-
3. In case you would like to Invest, Redeem, Transfer, Switch in
more than one Scheme, kindly use separate Transaction • If during the currency of a SIP, the unitholder changes the Quarterly 2,000/- 1,00,000/-
Form for each transaction. plan or option in which he/she had invested, the same * Except in Franklin India Treasury Management Account (FITMA),
would be treated as termination of existing SIP and re- Franklin IndiaUltra Short Bond Fund (FIUBF), Franklin India Cash
4. Cheques/DD should be drawn in favour of the full scheme registration of a new SIP and all the terms and conditions Management Account (FICMA) and Franklin India Savings Plus Fund
name; e.g,“Franklin India Bluechip Fund”, “Templeton India of the SIP such as minimum term/amountetc. shall (FISPF) where the same should be Rs. 10 Lakhfor all frequencies.
Income Fund” etc. and payable at par locally at the location apply in both plans/options.
where the application is submitted to a Franklin Templeton b) However, the following schemes/plans/options are not
Investor Service Centre(ISC) / Collection Centre. • The AMC reserves the right to discontinue the SIP in case available as Source Scheme:
of cheque return or rejection of NACH/ECS/Direct
Applicants from places where there is no Franklin • Franklin India Pension Plan (FIPEP)
Debit by the bank for any reason, and debit the return
Templeton ISC /Collection Centre can deduct DD charges /rejection charges to the investors’ account. • Franklin India Taxshield (FIT)
from the application amount (except in case of Liquid funds)
• Franklin Templeton Investments will not be responsible • Franklin India Government Securities Fund (FIGSF) - PF
provided these drafts are payable at locations where the
for any delay/non processing of NACH/ECS/Direct Plan
application is submitted to a Franklin Templeton
ISC/Collection Centre. However, DD charges shall be limited Debit transaction where it is attributable to any c) Franklin India Taxshield is not available as Destination
the bank charges stipulated by The State Bank of India. The incorrect / incomplete information provided by the Scheme (under Capital Appreciation Option)
AMC will not accept any request for refund of Demand Draft investor.
d) Options: There are two options available:
charges. Please note that the reimbursement of DD charges • Franklin Templeton Investments shall not be
a. Fixed Amount Option: A fixed amount can be
will not apply to Liquid Schemes. The fund is not obliged to responsible and liable for any damages / compensation
transferred to the specified Destination Scheme at
represent dishonoured cheques or inform the investor for any loss, damage etc., incurred by the investor. The
prescribed frequency; and
/investor’s agent about it. Investors are instructed NOT to investor assumes the entire risk of using the NACH / ECS
make cash payments. / Direct Debit facility and takes full responsibility for the b. Capital Appreciation Option: Capital appreciation in
same. the Source scheme can be transferred to the specified
Outstation cheques may be accepted by Franklin Templeton
Destination Scheme at prescribed frequency.
provided the location (ISC/Collection Centre) at which such • Investor will not hold Franklin Templeton Investments
outstation cheques are accepted is covered under the Speed and its service providers responsible if the transaction is e) The Capital Appreciation option will be available only under
Clearing facility offered by the Reserve Bank of India (RBI). delayed or not effected by the investor Bank or if debited the Growth plans/options of the Source schemes. NAV on the
Further, the outstation cheques would be accepted only if the in advance or after the specific SIP date due to various date of registration of STP request will be considered for
cheques are drawn on a bank branch which is enabled for reasons. calculating the capital appreciation of the first installment.
Speed Clearing except for liquid fund. For subsequent STP installments, NAV as on the date of
• The Trustee/AMC reserves the right to modify or
previous STP installment processed with capital
5. Investors should provide the name of the bank, branch discontinue the SIP facility at any time in future on a
appreciation option will be considered. However in case of
address, account type and account number of the sole/first prospective basis. It is clarified that the load applicable
any additional inflows in between the STP installments, the
applicant. Please note that as per SEBI Directives, it is for a SIP shall be the load prevailing on the date of
capital appreciation on such additional units will be the NAV
mandatory for the investors to mention their bank account registration.
difference between the additional purchase date and STP
details. • Instructions for Step Up SIP not updated. installment. (refer Illustration-2)
6. For Redeeming units Step Up SIP facility for New SIPs: f) Frequency: The frequency can be Daily, Weekly, Monthly or
• In case the balance in your account does not cover the • All the terms applicable to SIP facility shall also apply to Quarterly. The Daily frequency of transfer will be available
amount of there quest, the account shall be closed and Step up SIP. only under Fixed Amount Option.
the entire such (lesser)amount shall be sent to you.
• For registering a new SIP with Step Up feature, the g) Transfer of Funds:
• In order to pay the investor the redemption amount minimum tenure of new SIP shall be 2 years.
requested for(in Rupees) Franklin Templeton will Transfer of Funds Fixed Amount Option Capital Appreciation
redeem that many units as would give the investor the • Step-up SIP is applicable only for AMC initiated debit Option
net redemption amount requested for, after deducting feeds i.e. ECS / NACH/Direct Debit, etc. Daily STP A fixed amount can Not Applicable
Securities Transaction Tax and exit load as applicable. • Investor will need to provide an alternate mandate in be transferred to the
STT deduction is not applicable when the STT amount is case the existing mandate cannot be utilized for the Step specified Destination
less than the value of Re. 0.50. Up and the alternate mandate shall be utilized to debit Scheme.
7. Systematic Investment Plan (SIP) money for all future SIP installments. The existing
mandate will still be active and the investor may choose Weekly STP A fixed amount can be The capital
This facility is available in all plans and options of the all to use the same if required at a later point of time.
open end schemes of Franklin Templeton Mutual Fund, transferred on the 7th, appreciation as on the
8. Systematic Transfer Plan (STP) 14th, 21st and 28th immediately preceding
except FITMA and Institutional Plans and Super
day of every month business day for the
Institutional Plans of other schemes. A unitholder may establish a Systematic Transfer Plan and
to the specified Source Scheme can be
• Franklin Templeton Mutual Fund will accept a choose to transfer on a daily, weekly, monthly or quarterly Destination Scheme transferred to the
minimum of 12cheques (‘cheques’ include NACH/ECS/ basis from the Scheme to another Franklin Templeton specified Destination
Direct Debit instructions orany other mode of payment scheme. The transfer will be effected by way of redemption Scheme, on the 7th,
accepted by the AMC from time to time)each of Rs.500/- of units (with appropriate exit load, if any) and a 14th, 21st and 28th
or more or a minimum of 6 cheques each of Rs.1,000/- or reinvestment (with appropriate entry load, if any) of the day of every month
more from any SIP investor. However, in case of FILSF redemption proceeds in another Scheme(s).
Franklin Templeton Mutual Fund will accept aminimum The unitholder may avail STP by completing the application
of 12cheques each of Rs. 2,000/- or more or a minimum form and submitting the same at any of the ISC / Collection Monthly STP/ A fixed amount can be The capital
of 6 cheques each of Rs. 4,000/- or more, in case of Centres. Unitholders may change the amount and / or tenure Quarterly STP transferred on a pre- appreciation as on the
FIDPEF a minimum of 12cheques each of Rs.1000 or (but not below the specified minimum) by giving written specified date (to be last business day of
more or a minimum of 6 cheques each of Rs.2000/- or notice to the AMC / Registrar. An STP may be terminated on chosen by the investor) every month/quarter
more and in case of FIGSF – PF Plan, a minimum appropriate written notice by the unitholder of the fund, and of every month/every can be transferred to
12cheques each of Rs. 10,000/- or more or a minimum of it may terminate automatically (as per the table 1) if all the quarter to the specified the specified
6 cheques each of Rs. 20,000/- or more from any SIP units are liquidated or withdrawn from the account, or upon Destination Scheme Destination Scheme
investor. the Fund's receipt of notification of death or incapacity of the
• All the SIP cheques (except the first one) must be unitholder.
h) In case the specified date is a non-business day for either the
uniformly dated. If left blank 10th will be considered as The Investment Manager may change rules relating to the Source Scheme or the Destination Scheme, the STP will be
the default date. Investors can invest at Monthly or facility from time to time. processed on the following business day for both the
Quarterly(from does not have option for SIP with post- Highlights: schemes. The STP will be applicable subject to the terms of
dated cheques). the destination scheme. When the value of STP is more than
This facility is available to the investors of all open–end
• For following schemes, the amount of each SIP Rs. 2 lakhs or the Destination scheme is a liquid fund then the
schemes of Franklin Templeton Mutual Fund, subject to the
instalment should be less than Rs.1 crore: FIIF, FIIOF, allotment in the destination scheme will be processed basis
terms mentioned herein below. An investor can select this
FIIBA, FIGSF, FISTIP, FIDA, FILDF, FIMIP, FIUBF, FIPEP the receipt of funds from Source scheme (for more details
facility whereby the investor chooses to transfer on a
and FICBOF. refer NAV applicability clause for respective Destination
periodic basis a pre-determined amount from any Franklin
scheme)
• Only one instalment per month/quarter is allowed Templeton open–end scheme (Source Scheme) into any
under one SIP registration. E.g., if for a monthly SIP, the other Franklin Templeton open-end scheme (Destination I) Minimum Amount and Term:
first instalment is in the month July, say 2nd July, then the Scheme) selected by the investor. The provision of (a) Under the Fixed amount option
“Minimum Redemption Amount” of the Source Scheme(s)
 Minimum Minimum • A DTP may be terminated by the unitholder by giving 12. Non acceptance of Third Party payment
Amount Minimum investment appropriate written notice. The AMC shall not accept subscriptions with Third Party
Frequency per transfer number of amount in Maximum
• The Trustee/AMC reserves the right to modify or payment instruments in the Scheme, except in cases of (a) In
duration
from Source transfers Destination discontinue the DTP facility at any time in future on a case of investment in the name of a minor, payment by
Scheme Scheme (INR) prospective basis. Parents / Grand-Parents / related persons (other than the
10. Systematic Withdrawal Plan (SWP) person registered as Guardian in the minor’s Folio) on behalf
Daily INR 500 2 500 * 2 = 1000 5 years
of a minor in consideration of natural love and affection or as
Weekly INR 1000 2 1000 * 2 = 2000 5 years This facility is available in all plans and options of the all gift for a value not exceeding Rs.50,000/- (each regular
open end schemes of Franklin Templeton Mutual Fund, purchase or per SIP instalment); (b) Incase of investment in
Monthly INR 1000 2 1000 * 2 = 2000 5 years except FIPEP, FIT &FIGSF-PF Plan. the name of a minor, payment by the person registered as
Quarterly INR 1000 2 1000 * 2 = 2000 5 years • In order to start the SWP facility, the minimum account Guardian in the minor’s Folio irrespective the amount of
balance should be Rs.25,000 except in case of FTLF investment; (c) Payment by Employer on behalf of employee
(b) Under Capital Appreciation Option, the minimum term where the same should be Rs.12,000/-. for lump sum/one-time subscription or under SIP through
shall be 6 months. Payrolld eductions; (d) Payment by Employer towards
• The frequency can be Monthly or Quarterly
j) Load: The load as applicable in the Source scheme for subscription in the name of employees as bonus/incentive
normal purchase/redemption shall be applicable. For all • There are two options available: paid in form of mutual fund units; (e) Custodian on behalf of
STP transactions, the load prevailing for the Destination (a) Fixed amount: A fixed amount can be withdrawn an FII or a client; and For this purpose Third Party payment
scheme on the date of registration of the STP shall be either on the15th or the last business day of every shall mean payment made through instruments issued from
applicable. month/quarter an account other than that of the beneficiary investor. It is
k) At least 7 days’ prior intimation should be given to the (b) Capital Appreciation: The capital appreciation as on clarified that in case of payments from a joint bank account,
Mutual Fund for commencement of a fresh STP or the last business day of the month can be withdrawn. the first holder of the mutual fund folio has to be one of the
cancellation / termination of an existing STP. joint holders of the bank account from which payment is
• Capital Appreciation Option is available only in made. The investors making an application under the
l) If in case of a monthly/quarterly STP with Fixed Amount Growth plans / options of the Schemes. exception cases mentioned above need to submit such
Option, if the unitholder specifies 30th or 31st of the month • Load: For all SWP purchase transactions, the exit load as declarations and other documents / information as may be
(28th/29th in case of February) as the “Specified Date” for applicable for normal purchases shall be applicable. prescribed by the AMC from time to time.
the STP transaction, then the STP shall be processed on the
day, which is the last business day in that month for both the • Minimum withdrawal: Under the Fixed amount option, 13. Employee Unique Identification Number (EUIN):
schemes. the minimum withdrawal will be Rs.1,000/- except for As per SEBI Circular no. CIR/IMD/DF/21/2012 dated
Institutional Plan where the same should be Rs.1 lac and September13, 2012; the employee/ relationship manager/
m) Where the Start Date of the STP is not mentioned, then for an for Super Institutional Plan the same should be Rs.10 lac.
STP under Monthly/Quarterly option, the Start Date shall be sales person of the distributor interacting with the investor
deemed as follows: • Where the Start Date of the SWP is not mentioned, then for the sale of mutual fund products is required to obtain a
the same shall be deemed to be the first available SWP EUIN from AMFI. EUIN needs to bementioned on the
If STP is submitted …….. Then Start Date shall be date depending upon the option chosen by the unit application along with the ARN number. This will assist in
deemed to be …… holder, after a period of 7 days after the date of tackling the problem of mis-selling even if the
On or before 8th day of the month 15th day of that month submission of the SWP request. employee/relationship manager/sales person leave the
After 8th day but on or before last business day of that month • This facility is not available for investments under lock- employment of the ARN holder / Sub broker. In case the
23rd day of the month for both the schemes in period. It is clarified that the load applicable for SWP transaction is executed without any interaction or advice by
shall be the load applicable for the respective purchase the employee/relationshipmanager/sales person of the
After 23rd day of the month 15th day of the next month
transaction. distributor/sub broker, the investor needs to sign the
In case of Daily STP, the same shall be deemed to be the 8th declaration stating the same.
day from the date of submission of the request at any of 11. Transactions charges
14. Payment by cheque:
Franklin Templeton ISC / Collection Centres. A. SEBI has allowed mutual funds to deduct Transaction
Charge on purchase/subscription applications of Rs.10,000 a) For payments by demand draft of Rs. 50,000 & above,
n) This facility is not available for investments under lock-in
and above and pay it to the distributor/agent/broker. please attach proof of debit to your bank account by way
period or on which any lien or encumbrance is marked or in
of a copy of the DD request evidencing debit to your
respect of which the status of realisation of cheque is not Transaction Charges shall be deducted only for applications account or a letter from your banker confirming the
available to the AMC. routed through such distributors / agents /brokers who account debited for issue of the DD.
o) It shall be the responsibility of the investor to ensure that have opted to receive such charges and the same would be as
follows: b) If the payment is not made from the investor's account,
sufficient balance (free from any Lock-in or encumbrances)
issuers of the payment instrument must complete a "3rd
is available in the Source Scheme account on the date of (I) Rs.150/-in respect of purchase/subscriptionapplication Party Declaration"available on our website in the KIM
transfer, failing which the transfer will not be effected. STP
received from a first time investor in mutual funds; and Application Form section.
will be discontinued in case the transfer is not effected due to
insufficient balance in the investor’s account as per the (ii) Rs.100/-in respect of purchase/subscription 15. Transactions through NACH
below table. application received from an existing mutual funds a) If Auto Debit Form (ADF) is already registered in the
investor; Folio then SIP auto debit can start in FIVE Business Days
Table 1. The cancellation process is applicable for both Fixed
Amount and Capital appreciation option (iii) In case of SIP, Transaction Charges shall be deducted i.e. for debit date 7th,form can be submitted till 2nd of
Period in which no only if the total commitment through SIP (i.e. amount per the month
sufficient balance is No. of STP instalments SIP instalment x No. of SIP instalments) amounts to b) If ADF is attached to the application and is to be
STP Rs.10,000/- and above. The Transaction Charge shall be
available in Source during the specified registered in the Folio. SIP Auto Debit will start after
Frequency deducted in 3 or 4 instalments, as may be decided by the
Scheme to process an period mandate registration which takes 30 Business days.
STP instalment AMC from time to time. The Transaction Charges so
deducted will be paid to the distributor/agent/broker of 16. Micro – Investment: I/We confirm that I/we do not have any
Daily 1 month 30 days other existing Systematic Investment Plan (SIP) investment
the investor. Units will be allotted for the balance
Weekly 1 month 4 subscription amount (net of the transaction charge with Franklin Templeton Mutual Fund which together with
deducted). this proposed SIP will result in aggregate investments
Monthly 2 months 2 exceeding Rs.50,000/- in a year.
Please note that Transaction Charges shall not be deducted for
Quarterly 3 months 1 Further, I/we understand and accept that in case Franklin
(a) purchase/subscription applications for an Templeton Mutual Fund processes “this investment /” the
p) The AMC/Trustees reserve the right to discontinue or amountless than Rs.10,000/; first Micro SIP installment and the application is
modify the STP facility at any time in future on a prospective
(b) transactions other than purchases/ subscriptions subsequently found to be incomplete in any respect or not
basis.
relating to new inflows such as switches, supported by adequate documentation or if the existing
9. Dividend Transfer Plan (DTP) redemption, Systematic Transaction Plan, Dividend aggregate investment installment stoge ther with this
This facility is available to the investors of various dividend Transfer Plan etc.; proposed SIP installments exceeds Rs.50,000/- in a year, the
plans (except Daily Dividend and Weekly Dividend Plans) of (c) direct applications received by the AMC i.e. Micro SIP registration will be cancelled for future
all open – end schemes of Franklin Templeton Mutual Fund applications received at any Official Point of installments and no refund shall be made for the units
(except Templeton India Cash Management Account). An Acceptance of Transaction of Franklin Templeton already allotted.
investor can select this facility whereby the dividend Mutual Fund that are not routed through any Note - Per transaction limit should be less than or equal to
declared in one Franklin Templeton open–end scheme distributor / agent/broker; and the amount as mentioned in the ADF already registered /
(Source Scheme) will be automatically invested into any submitted, if not registered.
other Franklin Templeton open-end scheme, selected by the (d) transactions routed through stock exchange
platform. 17. As per the recent amendments to the Prevention of Money
investor (Destination Scheme).
B. Please tick the appropriate box as applicable to you. Laundering (Maintenance of Records) Rules, 2005, mutual
• In order to avail the DTP facility, the minimum account fund account/folio holders (in case of individual investor)
balance should be Rs. 25,000/-, except in FISTIP where Pleasetick the box ‘I am a First time investor in mutual funds’
onlyif you are investing first time ever in any mutual and managers, officers or employees holding an attorney to
the same should be Rs. 100,000/- transact on behalf of non-individual investor are required to
fundscheme across mutual funds in India. If no option is
• The frequency of transfer will depend on the dividends tickedor both options are ticked, the applicant will be update their Aadhaar numbers , failing which the said
declared by the plan of the Source Scheme in which the consideredto be an existing mutual funds investor. account/folio will cease to be operational. The purpose of
investment has been made. collection/usage of Aadhaar number including
C. For determining a First time or existing mutual demographic information is to comply with applicable
• The amount, to the extent of the distribution in the fundsinvestor, the Mutual Fund/AMC may rely upon laws/rules/regulations and provision of the said data is
Source Scheme, will be automatically invested in the theinformation and/or declaration furnished by the mandatory as per applicable laws/rules/regulations. Post
Destination Scheme at its NAV on the next Business Day investorin the application form. However, even if an obtaining the Aadhaar number, we shall authenticate the
for both the schemes and equivalent units will be applicantdeclares as ‘First time investor’, the Mutual same in accordance with the Aadhaar Act, 2016. We shall
allotted, subject to the terms and conditions of the Fund/AMC mayadopt such other methods as it may deem receive your demographic information which shall be used
Destination Scheme. appropriate fromtime to time for determining first time or only to comply with applicable laws/rules/regulations.
For example: An investor in FILDF opts to invest the dividend existing mutualfunds investor and further reserves the right Aadhaar number shall be updated in all folios held with
in FIGF. If the dividend record day is a Wednesday and to check /verify for the applicant’s other mutual fund Franklin Templeton Mutual Fund in your capacity as
Thursday is the book closure for FILDF, the investor will be investments to ascertain the same. sole/joint investor, guardian or authorized signatory only
allotted units at NAV of Friday. In case Friday is a non – D. The statement of account shall disclose the net investment post successful validation with UIDAI.
business day for either FILDF or TIGF, the units will be as gross subscription less transaction charges and the units
allotted at the NAV of immediate next business day for allotted against the net investment.The upfront commission
both the schemes. to distributors shall continue to be paidby the investor
• Load: For all DTP purchase transactions, the entry and directly to the distributor by a separate chequebased on his
exit load as applicable for normal purchases# shall be assessment of various factors including the servicerendered
applicable. by the distributor.
 Sl No.
SIP THROUGH NACH FORM
(Please use separate Transactions Form for each Scheme / Plan and Transaction)
Advisor ARN / RIA code Sub-broker/Branch Code Sub-broker ARN Representative EUIN For office use only

MY DETAILS (To be filled in Block Letters. Please provide the following details in full; Please refer instructions)

My Name

My Folio Number Scheme (Account Number)

SIP DETAILS (Please note that 30 Business days are required to set up the Auto debit. Default plan/Option will be applied incase of no information, ambiguity or discrepancy)

Scheme Name/Plan/Option
th
Each SIP Amount (minimum Rs. 500) Rs. SIP Date: D D (If left blank 10 will be considered as the default date)

SIP Period Start Date M M / Y Y Y Y End Date Continue Until Cancelled OR M M / Y Y Y Y

Investment Frequency Monthly (default) Quarterly First SIP Cheque Date: Cheque No.

Drawn on Bank/Branch

Step-up my SIP annually by: Increase in %: (in multiples of 5%) (Amount invested will be rounded off to the nearest Rs. 100)
or Increase in Rupee Value: (in multiples of Rs. 500)

Tick here, if an Open Mandate - Auto Debit Form (ADF) is already registered in the Folio. Please mention in space provided below the Bank Name and Account Number:

Bank Name Account No.

Tick here if attaching a New Auto Debit Form.

DECLARATION & SIGNATURES (To be signed as per Mode of Holding) Date _____________________________________ Place ____________________________________
Tick here 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.
Tick here 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.
Having read and understood the contents of the Statement of Additional Information, Scheme Information Document of the Fund, the Key Information Memorandum and the Addenda issued till date, I/we hereby apply to the Trustees of
Franklin Templeton Mutual Fund for registration of any of the aforesaid facility, and agree to abide by any Act, Rules, Regulations, Notifications, Directions, Guidelines, Orders or instructions issued by any Indian or foreign governmental or
statutory or judicial or regulatory authorities/ agencies and the terms, conditions, rules and regulations of the Fund and the aforesaid facility(ies) as on the date ofthis application. I/We confirm that the funds invested legally belong to me/us and
that 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 laws in force. I/We declare that all the particulars given herein are true, correct and
complete tothe best of my/our knowledge and belief and will promptly inform FTI about any changes thereto. I/ we hereby agree to provide any additional information/ documentation that may be required by FTI. I hereby agree and accept that
the Mutual Funds, their authorised agents, representatives, distributors its sponsor, AMC, trustees, their employees, service providers, representatives ('the Authorised Parties')are not liable or responsible for any losses, costs,damages arising
out of any actions undertaken or as a result of this investment or activities performed by them on the basis of the information provided by me as also due to my not intimating / delay in intimating such changes. I authorize the mutualfund to
disclose, share, remit in any form, mode or manner, all / any of the information provided by me to Authorised Parties including any of the Indian or foreign governmental or statutory or judicialauthorities / agencies including Financial
Intelligence unit-India (FIU-IND) without any obligation of advising me/us of thesame.

Sole / First Unit Holder Second Unit Holder Third Unit Holder

SIP Auto Debit Form ADF

1

UMRN F o r o f f i c e u s e Date

Sponsor Bank Code For Office Use Utility Code For Office Use
Tick (P) 2
3
CREATE Franklin Templeton Mutual Fund to debit (tick P) SB CA CC SB-NRE SB-NRO Other
I/We hereby authorize
MODIFY 4
CANCEL Bank a/c number
5 6
with Bank Bank Name IFSC or MICR
7
an amount of Rupees `
8 9
FREQUENCY Mthly Qtly H-Yrly Yrly As & when presented DEBIT TYPE Fixed Amount Maximum Amount
10 12
Reference 1 Folio Number Phone No.
11 13
Reference 2 Application Number Email ID
PERIOD
14 I agree for the debit of mandate processing charges by the bank whom I am authorizing to debit my account as per latest schedule of
From charges of the bank.

To
Signature Primary Account holder Signature of Account holder Signature of Account holder 15
Or Until Cancelled
1. Name as in Bank records 2. Name as in Bank records 3. Name as in Bank records 16

This is to confirm that I/we have carefully read, understood and agree to abide by the Terms and conditions and instructions. I am authorizing Franklin Templeton to debit my account. I/We are authorized to
cancel/amend this mandate by appropriately communicating the cancellation/ amendment request to Franklin Templeton or the bank where I have authorized the debit’

ACKNOWLEDGEMENT SLIP FOR SIP THROUGH AUTO DEBIT (To be Filled In by Investor)
Investor's Name
Franklin Templeton
Customer Folio Account No. InvestorService Centre
Signature & Stamp
SIP Amount (Rs.) Frequency Monthly Quarterly Scheme:
SIP Payment through National Automated Clearing House Facility / ECS/ Direct Debit
General T&C
Auto Debit is a facility which enables automatic transfer of funds from the investor’s registered bank account to Franklin Templeton Mutual Fund (“FTMF”), as per the chosen frequency. Auto Debit includes NACH,
ECS and Direct Debit.
1) This facility is offered to investors having Bank accounts in select banks mentioned in the link below (please refer point 14 in T&C for SIP through Auto Debit). The Banks in the list may be modified/updated/
changed/removed at any time in future entirely at the discretion of Franklin Templeton Asset Management (India) Pvt. Ltd. (“AMC”), Franklin Templeton Trustee Services Pvt. Ltd. (“Trustee”) or Franklin Templeton
Mutual Fund (“FTMF”) without assigning any reasons or prior notice. SIP instructions for investors in such Banks via NACH route will be discontinued. 2) The AMC/ Trustee/ FTMF will not liable for any
transaction failures due to rejection by the investors bank/branch. 3) The investor agrees to abide by the terms and conditions of NACH facility of NPCI and ECS/Direct Debit facility of Reserve Bank of India
(RBI) 4) Investor will not hold AMC/ Trustee/ FTMF and its service providers responsible if the transaction is delayed or not effected by the Investor’s Bank or if debited in advance or after the specific SIP date due to
various reasons or for any bank charges debited by his banker in his account towards NACH/ ECS/ Direct Debit Registration / Cancellation / Rejections, if any. 5) The AMC/ Trustee/ FTMF reserves the right to
reverse allotments in case the Auto debit/ ECS/ Direct Debit is rejected by the bank for any reason whatsoever. 6) The AMC/ Trustee/ FTMF shall not be responsible and liable for any damages/compensation for any
loss, damage etc., incurred by the investor. The investor assumes the entire risk of using the Auto Debit facility of NACH / ECS/ Direct Debit and takes full responsibility for the same. 7) The AMC/Trustee reserves
the right to discontinue or modify the SIP facility at any time in future on a prospective basis. 8) The AMC/ Trustee reserves the right to discontinue the SIP in case of Auto Debit through NACH / ECS/ Direct Debit
routes are rejected by the investor bank for any reasons. 9) For load details and other terms of issue, please refer to the, Scheme Information Document, Key Information Memorandum and the addendum issued from
time to time. 10) The AMC/ Trustee reserves the right to reject any application without assigning any reason thereof. 11) SIP cancellation can be done separately by submitting the request at least 30 Business days in
advance; however the associated NACH / Direct Debit / ECS mandate can be retained for future investments. 12) For intimating the change in bank particulars, please use the Auto Debit Form to modify transaction
limit or add / remove banks from the NACH / Direct Debit / ECS facility. Also fill-up all the relevant details as applicable. Requests for any changes/ cancellation in the NACH / Direct Debit / ECS Bank Mandate
request should be submitted at least 30 Business days in advance. 13) In case of micro SIPs, please provide any one of the following photo identification documents as mentioned below: Voter Identity Card, Driving
License, Government / Defense identification card, Passport Photo Ration Card, Photo Debit Card (Credit card will not be accepted)., Employee ID cards issued by companies registered with Registrar of
Companies, Photo Identification issued by Bank Managers of Scheduled Commercial Banks / Gazetted Officer / Elected Representatives to the Legislative Assembly / Parliament, ID card issued to employees of
Scheduled Commercial / State / District Co-operative Banks., Senior Citizen / Freedom Fighter ID card issued by Government., Cards issued by Universities / deemed Universities or institutes under statutes like
ICAI, ICWA, ICSI., Permanent Retirement Account No (PRAN) card issued to New Pension System (NPS) subscribers by CRA (NSDL)., Any other photo ID card issued by Central Government / State
Governments /Municipal authorities / Government organizations like ESIC / EPFO 14) The amount of each SIP instalment should be less than ₹1 crore in case of a transaction in FIDA, FIIOF, FIIBA, FIGSF,
FISTIP, FISPF, FILDF, FIMIP, FIUBF, FIPEP, FICBOF and FIBPDF schemes. Transaction will be rejected if the instalment amount is greater than ₹1 crore. 15) Minimum Investments: 12 installments of ₹500/- (or)
6 installments of ₹1000/-. In FILSF 12 installments of ₹2000/- (or) 6 installments of ₹4000/-, in FIDPEF 12installments of ₹1000/- (or) 6 installments of ₹2000/- and in FIGSF-PF Plan 12 installments of ₹10, 000/- or
6 installments of ₹20, 000/-. 16) If during the tenure of a SIP, the unit holder changes the plan or option in which he/she had invested, the same would be treated as termination of existing SIP and re-registration of a new
SIP and all the terms andconditions of the SIP such as minimum term/amount etc. shall apply in both plans/options. 17) The AMC / Trustee/FTMFreserves the right to modify or discontinue the SIP facility at any
time in future on a prospective basis. It is clarified that the load applicable for a SIP shall be the load prevailing on the date of registration.
T&C for Step Up SIP facility for New SIPs:
1) All the terms applicable to SIP facility shall also apply to Step up SIP. 2) Step-up SIP is applicable only for AMC initiated debit feeds i.e. ECS / NACH/Direct Debit, etc. 3) Investor will need to provide an alternate
mandate in case the existing mandate cannot be utilized for the Step Up and the alternate mandate shall be utilized to debit money for all future SIP installments. The existing mandate will still be active and the investor
may choose to use the same if required at a later point of time.
T&C for SIP through Auto Debit
1) Existing investors must provide their Folio Number / Account number and need to fill up a Common Transaction Form in case the investment is into a new scheme. 2) New investors who wish to enroll for SIP
through Auto Debit should also fill up the Common Application form in addition to this form. 3) The SIP through Auto Debit Form, and the Common Application Form (in case of new investors), along with the
necessary cheque or copy thereof should be submitted at least 30 Business days in advance of the date ofthe first Auto Debit. 4) If Auto Debit Form (ADF) is already registered in the folio, SIP Auto debit can start in
FIVE Business Days. 5) Per transaction limit should be less than or equal to the amount as mentioned in Auto Debit Form already registered or submitted, if not registered. 6) Investors are required to ensure
adequate funds in their bank account on the date of investment transaction. FTMF will endeavor to debit the investor’s bank account on the date of investment transaction, however if thereis any delay all such
transactions will be debited subsequently. The AMC/ Trustee/ FTMF (or any of its associates) shall not be held responsible for any delay/wrong debits on the part of the bank for executing the auto debit instructions
on a specified date from the investor’s bank account. 7) FTMF or its authorized banker or agent will initiate the registration of the Auto Debit form / debit instructions. 8) Investments made through Auto Debit/
ECS/ Direct Debit/NACH mode are subject to realization of funds from investor bank accounts and the NAV guidelines as per Scheme Information Document(s), Key Information Memorandum andAddenda
issued till date will be applicable for the transactions which are connected withrealization of funds. 9) ECS/Direct Debit bank/NACH mandate is applicable only for investments via debit instructions. 10) The
payment towards investment can happen only from the bank account of 1st holder and therefore the 1st holder need to be a holder in the bank account. 11) The transactions are liable to rejection incase Investor has
Multiple Auto Debit Mandate at folio level and Bank Name & Account number are not mentioned in the request form. 12) The AMC/ Trustee/ FTMF/ Sponsor/ Bank / NPCI are not liable for the bank charges, in
case debited from investor’s bank account, by the destination bank, on account of payment through NACH/ ECS/ Direct Debit. 13) For further details of the Scheme features like minimum amounts, risk factors etc.,
investors should, before investment, refer to the Scheme Information Document(s), Key Information Memorandum andAddenda issued till date available free of cost at any of the Investor Service Centers or
distributors or from the website www.franklintempletonindia.com. 14) Please contact Franklin Templeton ISC / visit www.franklintempletonindia.com for updated list of banks / branches eligible for ECS/ Direct
Debit/NACH Facility 15) The bank branch provided for ECS/Direct Debit should participate in the local MICR clearing. The investor shall inform their Bankers about the ECS/Direct Debit mandate and
AMC/Trustee/ FTMF will not liable forany transaction failures due to rejection by the investors bank/branch. 16) Only one installment per month/quarter is allowed under one SIP registration. e.g., if for a monthly
SIP, the first installment is in the month July, say 2nd July, then the second installment should be in August. 17) Please write the Bank Name in "Full Form" to avoid any ambiguity and rejections E.g., State Bank of India
(and not SBI). 18) FTMF reserves the right to determine which payment mode (NACH, ECS or Direct Debit) will be used for each specific transaction. 19) FTMF reserves the right to choose which mandate will be
utilized in case an investor has provided multiple mandates for the same bank account. 20) In case the payment isn’t processed through NACH within 30 days then same shall be processed through Direct Debit / ECS
using my/our below mentioned account 21) For HDFC Bank account holders:
I/We undertake to keep sufficient funds in the funding account on the date of execution of standing instruction. I hereby declare that the particulars given above are correct and complete. If the transaction is delayed or not
effected at all for the reasons of incomplete or incorrect information, I/We would not hold the Mutual Fund or the Bank responsible. If the date of debit to my/our account happens to be on a non-business day as per the
Mutual Fund, execution of the SIP will not happen on the day of holiday and allotment of units will happen as per the terms and conditions listed in the Offer Document of the Mutual Fund. HDFC Bank shall not be liable
for, non be in default by reason of, any failure or delay in completion of its obligations under this Agreement, where such failure or delay is caused, in whole or in part, by any acts of God, civil war, civil commotion, riot,
strike, munity, revolution, fire, flood, fog, war, lightening, earthquake, change of Government policies, Unavailability of Bank’s computer system, force majeure events or any other cause of peril which is beyond HDFC
Bank’s reasonable control and which has the effect of preventing the performance of the contract by HDFC Bank. I/we acknowledge that no separate intimation will be received from HDFC Bank in case of non-execution
of the instructions for any reasons whatsoever.

Instructions To Fill Auto Debit Form and Terms and Conditions

• Following fields need to be filled mandatorily:- Update Form”. Update option is only for updating the “Debit Amount”
1. Date: In format DD/MM/YYYY. If this is left blank, then the date of receipt of Auto Debit Form will be • Investors are required to submit “New Auto Debit / ECS Mandate” registration first and only after successful
considered as the default date. registration an existing “Auto Debit Mandate” associated with a SIP can be cancelled.
2. Select the appropriate checkbox to create, modify or cancel the mandate • Auto Debit Mandate request will be accepted only if the “Bank” mentioned in the request form is listed in the
3. Bank A/c Type: Tick the relevant box NACH banks list. Please contact Franklin Templeton ISC / visit www.franklintempletonindia.com for updated list
4. Fill Bank Account Number of banks eligible for Auto Debit Facility.
5. Fill name of Destination Bank • Submitting Auto Debit/ ECS/Direct Debit form does not confirm your investments in FTMF unless supported by
SIP Investment Form or Common Transaction forms
6. IFSC / MICR code: Fill respective code
• Franklin Templeton will initiate debit instructions to the investor bank account only on receipt of valid investment
7. Mention amount of mandate
instruction from the investor.
8. Select frequency of mandate
• For other Terms and Conditions governing NACH Auto Debit/ECS/Direct Debit payments please refer to SID or
9. Select whether the mandate amount is fixed value or maximum value
www.franklintempletonindia.com
10. Reference 1: Mention Folio Number
• Auto Debit bank mandate is applicable only for investments via debit instructions
11. Reference 2: Mention Application Number
• By submitting the Auto Debit mandate the investor authorizes Franklin Templeton to utilize the information
12. Telephone Number (Optional) provided herein for the purpose of his/her investments in Franklin Templeton Mutual Fund
13. Email ID (Optional) • Investors are deemed to have read and understood the requirements and contents of Statement of Additional
14. Period: Starting and Ending dates of NACH registration (in format DD/MM/YYYY). For perpetual SIP, Information (SAI), Scheme Information Document (SID) and all other scheme related documents
please leave the end date blank and select ‘until cancelled The following applications will be considered as ‘not in good order’ (NIGO) and are liable to be rejected:
15. Signature as per bank account • If folio number mentioned in the Fresh / Additional Purchase, SIP Auto Debit form, Switch, STP, SWP & NCT
16. Name: Mention Holder Name as Per Bank Record request does not match Folio Number mentioned in Auto Debit registration mandate Form.
• Auto Debit Bank Mandate can be used for both SIP and Lump Sum Purchase. • If the folio number mentioned in the Auto Debit mandate registration form does not match with our record, the
• Investors are allowed to perform Lump sum purchase and SIP on a same day provided the Auto Debit bank account Auto Debit mandate will not be registered.
has the adequate funds to honor multiple debits • If the SIP period mentioned in SIP via Auto Debit form is beyond the Auto Debit Mandate validity period or
• Auto Debit Bank Mandate is applicable for both Individual and Non-Individual Auto Debit validity period expired.
• Registration of Multiple Auto Debit forms is acceptable with different Bank and Accounts. • Incase no frequency has been selected or multiple frequencies are selected
• Per transaction limit should be less than or equal to the amount as mentioned in Auto Debit Form Mandate already • Incase no debit type has been selected or multiple types are selected
registered or submitted, if not registered • Incase no SIP end date mentioned or until cancelled not opted
• For cancelling / updating an Auto Debit mandate. Investor has to use a separate form – “Auto Debit Cancellation/