APPLICATIONFORMFORNEWINVESTORS 

(PleasereadProductlabelingdetailsavailableoncoverpageandinstructionsbeforefillingthisForm)

ACKNOWLEDGEMENTSLIP

Advisor ARN / RIA code Sub-broker/Branch Code

Sub-broker ARN

Representative EUIN

For office use only

Sl No.

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.”

Sl. No.

Scheme Name

Plan/Option

Payment Details

Received from Pin___________________________________________________________________________________________________________________________________________ _____________________________

Amount Cheque/DD No. Date___________________________________ ____________________________ ____________________________

Bank and Branch details_________________________________________________________________________________________________________________

Amount Cheque/DD No. Date___________________________________ ____________________________ ____________________________

Bank and Branch details_________________________________________________________________________________________________________________

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(Guardian/POA)

KYC

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 :

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).

D D

M M

Y Y

KYC

Documents attached to avoid Third Party Payment Rejection, if applicable: Bank Certificate, for DD Third Party Declarations

Full Scheme/Plan/Option

Payment through NACH (Attach NACH form) |

MYINVESTMENTDETAILS(Cheque/DD should be in favour of “Scheme Name”.Default plan/Option will be applied incase of no information, ambiguity or discrepancy)

Payment Mode Drawn on Bank/BranchAmount / Each SIP Amount

Less DD

charges

Rs.

Less DD

charges

Rs.

FirstSIPChequeDate:

End Date

SIPPeriod

Start Date

m m y y y y

Name/Branch:

A/c no.

Name/Branch:

A/c no.

IFYOUOPTTOSTARTTWOSIP’S,THEBELOWMENTIONEDDETAILSWILLBEAPPLICABLEFORBOTHTHESIP’S.

Cheque/DD

No.

RTGS NEFT

Funds transfer

Cheque/DD

No.

RTGS NEFT

Funds transfer

OR

m m y y y y

|InvestmentFrequency Monthly(default) Quarterly

SIPDate:

(If left blank 10 will be considered as the default date)

D D

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)

Continue Until Cancelled

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(SIGNATURE/SMANDATORY)

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 am/ we are not residents of Canada and am/ are not applying for Units on behalf of any resident of Canada (ii) I /we am/are

not a ‘US Person’ and are not applying for Units on behalf of any ‘US Person’ (iii) the money used for investment is my/our own and from legitimate sources (iv) the tax residency status (FATCA/CRS) and UBO details mentioned above are true and correct and (v) 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AdditionalSIPDetails

MYCONTACTDETAILS(As per KYC records. To be filled in Block Letters)

City

State

EmailID

(in capital)

Mobile

+91

Tel

(STD Code)

PinCode

(Mandatory)

a. Residential & Business

b. Residential

c. Business

d. Registered Office

AddressType(Mandatory)

Landmark

Address

Form ID: 0118

Lumpsum SIP

Plan: Regular

Direct

Option: Growth Dividend Payout Dividend Reinvestment

Lumpsum SIP

Plan: Regular

Direct

Option: Growth Dividend Payout Dividend Reinvestment

I wish to receive Scheme Annual Report and Abridged Summary : Online(Preferred&Default) Physical Copy

Choose onlinemode to help us savepaper and contribute towards a greener and cleaner environment.

Qfund.in

Mutual Fund India

Mutual Fund Bombay

Mutual Fund India

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

D D

M M

Y Y

D D

M M

Y Y

D D

M M

Y Y

D D

M M

Y Y

Quick

Checklist

N ame, Address are correctly mentioned

E mail ID / Mobile number are mentioned

KYC information provided for each applicant

FATCA/CRS details provided for each applicant

Full scheme name, plan, option is mentioned

Pay-In bank details and supportings are attached

Nomination facility opted

Additional documents provided if investor name is

not pre-printed on payment cheque or if

Demand Draft is used.

Non Individual investors should attach

FATCA Details and Declaration Form

UBO Declaration Form

Form is signed by all applicants

Proof of relationship with minor

1800 425 4255 or 1800 258 4255 (from 8 am to 9 pm, Monday to Saturday)

service@franklintempleton.com

www. franklintempletonindia.com

Corporate Documents/ Trust Deed

2nd ApplicantSole/ 1st Applicant

Details

Guardian/POA3rd Applicant

FATCA/CRS/UBODETAILS: F or Individuals (Mandatory). Non Individual investors including HUF should mandatorily fill separate FATCA/CRS/UBO details form

Place & Country of Birth

Are you a tax resident of any

country other than India?

Nationality

If Yes: Mandatory to enclose FATCA /CRS Annexure

Yes No Yes No Yes No Yes No

DEPOSITORYACCOUNTDETAILS(Optional. To be filled if investor wishes to hold the units in Demat mode). Refer instructions.

NOMINATIONDETAILS( In case of more than one nominee, please submit a separate nomination form available with any of our ISCs or on our website). Refer instructions.

ORI/We DO NOT wish to nominate and sign here

Nominee Name and Address

For Minor Nominee (Mandatory to attach DOB Proof)

DOB Guardian Name & Address

Allocation Nominee/ Guardian Signature

100 %

(To be signed by all the joint holders irrespective of the mode of holdings.)________________________________________________________________________________________________________________________

NSDL: DP Name DP ID I N Beneficiary Ac No.

CDSL: DP Name Beneficiary Ac No.

Please ensure that the sequence of names as mentioned in this Application Form matches with the sequence of names in the Demat account. Enclosed (Mandatory) Client Master List OR DP statement

BANKACCOUNTDETAILS ( Avail Multiple Bank Registration Facility)

MICR code (9 digit)

(This is a 9 digit number next to

your cheque number)

City

My Bank Name

Bank A/C No.

IFSC code: (11 digit)

Branch Address

A/C Type

Savings Current NRE NRO FCNR Others________

PoA Documents

KNOWYOURCUSTOMER(KYC)DETAILS(Mandatory. Please Tick/ Specify. The application is liable to get rejected if details not filled.)

Related to PEP

Not Applicable

PoliticallyExposedPerson(PEP)details:

Is a PEP

1 Applicant

2 Applicant

3 Applicant

Guardian

Authorised Signatories

Promoters

Partners

Karta

Whole-time Directors/Turstee

¨ ¨ ¨

Below 1 lac

1-5 lac

5-10 lac

10-25 lac

25 lac- 1 cr

1 -5 cr

5 - 10 cr

GrossAnnualIncomeRange(inRs.)

> 10 cr

ORNetworthinRs.

(Mandatory for Non

Individual) (not older

than 1 year)

___________

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

Resident Individual

NRI/PIO/OCI

Sole Proprietorship

Minor through Guardian

Others (Please specify)

Non Individual

Statusdetailsfor

1 Applicant

2 Applicant

3 Applicant

Guardian

¨ ¨ ¨ ¨

- - -

Company/Body

Corporate

Partnership

Trust

Society

HUF

Bank

AOP

FI/FII/FPI

_____________ _____________ _____________ _____________

Occupationdetailsfor

Private Sector

Public Sector

Government Service

Business

Professional

Agriculturist

Retired

Housewife

Student

1 Applicant

nd

2 Applicant

3 Applicant

Guardian

¨ ¨ ¨ ¨

Others (Please specify)

_____________ _____________ _____________ _____________

EmailId.

MobileNo.

2 Applicant

3 Applicant

GorPOA

Details

Mutual Fund Mumbai

Mutual Fund India

Mutual Fund Bandra

Mutual Fund India