This document is a key information memorandum and common application form for mutual fund schemes offered by Franklin Templeton Asset Management (India) Pvt. Ltd. It provides details on the fund house, various equity, balanced, fund of funds, tax saving, income and liquid schemes available for investment, and an application form for investors. The memorandum is dated August 28, 2009 and provides important information for investors to review before investing in any of the schemes.
This document is a common application form for Deutsche Mutual Fund. It collects information from investors such as personal details, bank account information, investment details, nomination details, and includes sections for SIP enrollment and ECS debit authorization. Upfront commission will be paid directly by the investor to the distributor.
This document is an application form for an individual or entity to apply for a Permanent Account Number (PAN) from the Indian Income Tax Department.
The form requests information such as the applicant's name, gender, date of birth/incorporation, father's name, addresses, phone number, email, citizenship details, income sources, and documents submitted as proof of identity and address.
It provides instructions on how to fill out the form correctly, such as writing names without abbreviations or titles, specifying dates in the format DDMMYYYY, and including country codes for phone numbers. Applicants must ensure all mandatory fields are completed accurately for their application to be processed.
This document is a uniform residential loan application form. It collects information about the applicant(s), the type of loan being applied for, property details, employment details, assets and liabilities, and demographic information. The application collects names, addresses, social security numbers, income sources and amounts, housing expenses, bank account balances, debts and loans, property ownership details, and intended use of the loan. It is designed to collect all relevant information needed to evaluate an application for a conventional, FHA, VA, or USDA residential mortgage loan.
This document is an Indiana state tax return form for 2008. It provides instructions for filing as an individual taxpayer and includes sections to report income, deductions, exemptions, taxes owed or refund amount. Key details include reporting federal adjusted gross income, Indiana deductions, exemptions, state and county tax amounts, credits, payments made including withholdings, and amounts owed or to be refunded.
Bharti axa tax advantage fund application formPrajna Capital
This document is a common application form for investing in the Bharti AXA Equity Fund, Bharti AXA Tax Advantage Fund, and Bharti AXA Focused Infrastructure Fund. It collects information such as applicant details, bank account details, scheme and plan details, nomination details, and signatures. The form also allows applicants to apply for systematic investment plans, systematic withdrawal plans, and other special products like micro SIP.
This document is a "CI KYC Details Change form" used to update an individual's Know Your Customer (KYC) details on record. It requests the applicant's current details including name, father/spouse name, nationality, income, occupation, address, contact details, and documents for identity and address proof. The form provides instructions on acceptable KYC documents for identity, address, and PAN proofs. It also defines categories like politically exposed persons and exemptions for providing a PAN number. The applicant must declare any changes and sign the form, which is then reviewed and signed off by the office.
This document is a uniform residential loan application. It is designed to collect information from applicants to assist lenders in determining qualification for loan programs. The application collects information about the applicant, co-applicant, property, loan, and employment details. It informs that income or assets from additional parties may be considered and that properties in community property states require all parties' information.
Form 1040NR*-Nonresident Alien Income Tax Return taxman taxman
1) This document is the U.S. Nonresident Alien Income Tax Return (Form 1040NR) for the year 2008.
2) It provides instructions for nonresident aliens to report income that is effectively connected with a U.S. trade or business, as well as income from U.S. sources that is not effectively connected.
3) The form includes sections to report personal information, filing status, income, deductions, tax and credits, and payments and refunds.
This document is a common application form for Deutsche Mutual Fund. It collects information from investors such as personal details, bank account information, investment details, nomination details, and includes sections for SIP enrollment and ECS debit authorization. Upfront commission will be paid directly by the investor to the distributor.
This document is an application form for an individual or entity to apply for a Permanent Account Number (PAN) from the Indian Income Tax Department.
The form requests information such as the applicant's name, gender, date of birth/incorporation, father's name, addresses, phone number, email, citizenship details, income sources, and documents submitted as proof of identity and address.
It provides instructions on how to fill out the form correctly, such as writing names without abbreviations or titles, specifying dates in the format DDMMYYYY, and including country codes for phone numbers. Applicants must ensure all mandatory fields are completed accurately for their application to be processed.
This document is a uniform residential loan application form. It collects information about the applicant(s), the type of loan being applied for, property details, employment details, assets and liabilities, and demographic information. The application collects names, addresses, social security numbers, income sources and amounts, housing expenses, bank account balances, debts and loans, property ownership details, and intended use of the loan. It is designed to collect all relevant information needed to evaluate an application for a conventional, FHA, VA, or USDA residential mortgage loan.
This document is an Indiana state tax return form for 2008. It provides instructions for filing as an individual taxpayer and includes sections to report income, deductions, exemptions, taxes owed or refund amount. Key details include reporting federal adjusted gross income, Indiana deductions, exemptions, state and county tax amounts, credits, payments made including withholdings, and amounts owed or to be refunded.
Bharti axa tax advantage fund application formPrajna Capital
This document is a common application form for investing in the Bharti AXA Equity Fund, Bharti AXA Tax Advantage Fund, and Bharti AXA Focused Infrastructure Fund. It collects information such as applicant details, bank account details, scheme and plan details, nomination details, and signatures. The form also allows applicants to apply for systematic investment plans, systematic withdrawal plans, and other special products like micro SIP.
This document is a "CI KYC Details Change form" used to update an individual's Know Your Customer (KYC) details on record. It requests the applicant's current details including name, father/spouse name, nationality, income, occupation, address, contact details, and documents for identity and address proof. The form provides instructions on acceptable KYC documents for identity, address, and PAN proofs. It also defines categories like politically exposed persons and exemptions for providing a PAN number. The applicant must declare any changes and sign the form, which is then reviewed and signed off by the office.
This document is a uniform residential loan application. It is designed to collect information from applicants to assist lenders in determining qualification for loan programs. The application collects information about the applicant, co-applicant, property, loan, and employment details. It informs that income or assets from additional parties may be considered and that properties in community property states require all parties' information.
Form 1040NR*-Nonresident Alien Income Tax Return taxman taxman
1) This document is the U.S. Nonresident Alien Income Tax Return (Form 1040NR) for the year 2008.
2) It provides instructions for nonresident aliens to report income that is effectively connected with a U.S. trade or business, as well as income from U.S. sources that is not effectively connected.
3) The form includes sections to report personal information, filing status, income, deductions, tax and credits, and payments and refunds.
gov revenue formsandresources forms UCH-2_fillintaxman taxman
The document is an inventory listing sheet for reporting unclaimed property from contents of safe deposit boxes. It contains sections to provide identifying information about the holder, owner of the safe deposit box, and a detailed description of each item being reported as unclaimed property from the safe deposit box. The holder must sign and date the document to declare that it provides a complete report of property presumed unclaimed in accordance with Montana law.
This document is a uniform residential loan application form. It collects information from applicants seeking a residential mortgage loan. The form collects personal information about borrowers such as name, social security number, date of birth, employment details, monthly income, assets, liabilities, and property information. It is designed to collect all relevant information needed to assess a borrower's eligibility for a residential mortgage loan.
1. This document is an Indiana state tax return form for part-year or full-year nonresidents.
2. It provides instructions for nonresidents to calculate their Indiana state income tax liability based on income earned while living in Indiana.
3. The form walks through calculating Indiana adjusted gross income, exemptions, tax credits, tax owed or refund amount.
The document provides instructions for filling out Form 49A to apply for a Permanent Account Number (PAN) card in India. It outlines:
1) How to fill out each section of the form, including using black ink, leaving spaces between name parts, and the photo requirements.
2) Acceptable forms of identification and address proofs to submit with the application.
3) Details like business codes, minor representation, and multiple PAN restrictions.
The instructions aim to clearly guide applicants on properly completing and submitting the application form with the necessary documents.
1) The document discusses the enforceability of an allotment letter as a binding contract between a developer and buyer for a property.
2) It notes that an allotment letter contains the essential elements of a valid contract and a buyer can seek specific performance if deprived of what was promised in the allotment letter.
3) The case details a property dispute where the buyer made substantial payments as per the allotment letter and payment plan, but the developer later demanded additional amounts including interest without providing details of amounts or interest calculation.
This document summarizes the benefits of investing in the UTI Unit Linked Insurance Plan (ULIP). The ULIP is a single investment plan that provides multiple benefits, including life insurance coverage, opportunity for wealth creation through investment in equity and debt funds, tax benefits, and flexibility to choose the plan term and insurance amount. Some key benefits highlighted are life insurance coverage through a tie-up with LIC, accident cover, maturity bonus, transparent costs, and easy liquidity. The plan is suitable for long-term capital appreciation and investment in equity and debt instruments. All investments are subject to market risk.
8287494393 @ Mapsko ROYAL VILLE SECTOR 82 GURGAON Real Estate
The document is an application form for registration of provisional allotment of a flat in a residential project called "MAPSKO ROYALE VILLE" being developed by MAPSKO BUILDERS PVT. LTD. in Sector 82, Gurgaon, Haryana. The applicant provides personal details and requests provisional registration for a flat, agreeing to terms that the allotment is at the sole discretion of the company and that they will sign necessary documents. The applicant also remits an initial payment and agrees to pay further installments as per the payment plan.
This document is an application form for a UTI-Unit Linked Insurance Plan (UTI-ULIP). It requests personal details of the applicant such as name, address, date of birth, PAN, bank account details. It also requests details of the nominee/guardian if applicant is a minor. The applicant needs to select the plan period (10 or 15 years), the type of insurance cover (declining term or fixed term) and the target investment amount. The applicant needs to provide health declaration, occupation and income details. The applicant needs to sign declaring that all information provided is true.
The document provides guidelines for applying for summer financial aid at Dillard University. Students must complete the 2011-2012 FAFSA and a summer aid application. Available aid includes Pell Grants, Stafford Loans, Parent PLUS Loans, and private loans. Estimated costs are provided for full-time summer enrollment based on housing status. Instructions are given for applying for student and parent loans online. Borrowing limits are also outlined.
1. The document is a form for updating account details now that a minor unitholder has become a major. It requests updating the unitholder's bank details, nomination, mobile number, email, and PAN.
2. It provides sections to fill in the unitholder's folio number, name, date of birth, and guardian's name. It also includes spaces to provide new bank details, nomination details, and contact information.
3. The form must be signed by both the former minor now major, and the original guardian listed on the account.
Santander places 5.2% of Bank Zachodni WBK for EUR 285 million as KBC sells i...BANCO SANTANDER
Banco Santander and KBC Bank have completed the sale of shares in Bank Zachodni WBK, with Santander selling 5.2% of shares for EUR 285 million, and KBC selling its 16.17% stake for EUR 887 million. The transaction values Bank Zachodni WBK at EUR 5.48 billion and allows Santander to increase the free float of shares in its Polish subsidiary to meet regulatory requirements, while allowing KBC to divest its stake obtained from a previous merger. Following the transaction, Santander will remain the controlling shareholder of Bank Zachodni WBK with a 70% stake.
This document contains an application for an off-premises liquor license from the Montana Department of Revenue. The application includes sections for entity/transaction type, general applicant information, a request for temporary authority, notices to applicants, and declarations. It requires information such as the applicant name, business details, premises address, floor plans, and a list of corporate officers, directors, and shareholders with their details if a corporation. It notes the application process can take 2-3 months and applicants will be notified when a decision is made.
1299-S Enterprise Zones, Foreign Trade Zones, and Sub-Zonestaxman taxman
This document is an Illinois amended individual income tax return form (Form IL-1040-X) that provides instructions for correcting a previously filed Illinois tax return. It contains sections to enter personal information, provide the reason for filing an amended return, enter corrected financial information, calculate any refund or balance due, and sign the form. Supporting documentation must be provided for any corrected lines, such as federal tax forms if amending due to federal changes or Schedule M if amending additions or subtractions.
Von Essen Consulting provides immigration support and visa assistance for expatriate consultants working in Angola, including helping obtain short term visas, ordinary visas, and multiple entry work visas. The company's local partner in Angola assists with the visa process and holds employment contracts with expatriate consultants. Taxes of 6.75% are deducted from remuneration for services invoiced from outside Angola, and income taxes of up to 17% are levied on employment income within Angola.
The document provides an overview of India's foreign direct investment policy, including general conditions, entities that can receive FDI, types of investment instruments, entry routes, sector-specific caps and conditions. It discusses the guidelines for establishing companies and transferring ownership to foreign entities in sectors with caps. The caps and entry conditions for various sectors are detailed later in the document.
UTI Mutual Fund- Equity Savings Fund-Fillable, Editable, Printable New Application Form
UTI Mutual Fund New Fund Offer
Scheme Name: UTI Equity Savings Fund
Type of Scheme: Open ended scheme investing in Equity, Arbitrage and Debt.
New Fund Offer opens on 10-8-2018
New Fund Offer closes on: 24-8-2018
Scheme Reopens: 6-9-2018
Offer of units of Rs. 10/- per Unit during the new fund offer period.
New Application Form of UTI - NIFTY NEXT 50 INDEX FUND (An open-ended scheme replicating/tracking the Nifty Next 50 Index) New Fund Offer Open on Friday, June 08, 2018. New Fund Offer Closes on Friday, June 22, 2018. Scheme Re-opens on Wednesday, July 04, 2018
This document is an application for a deferred annuity from Farm Bureau Life Insurance Company. It collects information such as the proposed annuitant's name, date of birth, social security number, and contact details. It also requests details about the type of annuity and plan being applied for, including premium payment amounts and frequencies. The application is signed by the proposed annuitant, owner if different, and agent to certify that all statements are true.
1. The document is a STRIP (Systematic Transfer Investment Plan) enrollment form for transferring funds systematically from one UTI mutual fund scheme to another.
2. It provides fields for the applicant name, PAN, mobile number, email, and details of the source and destination schemes such as scheme name, plan, option, transfer amount, frequency and dates.
3. The applicant declares that they have read and understood the SID and KIM of both schemes and agree to the terms of STRIP, and provides signatures to authorize the systematic transfers.
gov revenue formsandresources forms UCH-2_fillintaxman taxman
The document is an inventory listing sheet for reporting unclaimed property from contents of safe deposit boxes. It contains sections to provide identifying information about the holder, owner of the safe deposit box, and a detailed description of each item being reported as unclaimed property from the safe deposit box. The holder must sign and date the document to declare that it provides a complete report of property presumed unclaimed in accordance with Montana law.
This document is a uniform residential loan application form. It collects information from applicants seeking a residential mortgage loan. The form collects personal information about borrowers such as name, social security number, date of birth, employment details, monthly income, assets, liabilities, and property information. It is designed to collect all relevant information needed to assess a borrower's eligibility for a residential mortgage loan.
1. This document is an Indiana state tax return form for part-year or full-year nonresidents.
2. It provides instructions for nonresidents to calculate their Indiana state income tax liability based on income earned while living in Indiana.
3. The form walks through calculating Indiana adjusted gross income, exemptions, tax credits, tax owed or refund amount.
The document provides instructions for filling out Form 49A to apply for a Permanent Account Number (PAN) card in India. It outlines:
1) How to fill out each section of the form, including using black ink, leaving spaces between name parts, and the photo requirements.
2) Acceptable forms of identification and address proofs to submit with the application.
3) Details like business codes, minor representation, and multiple PAN restrictions.
The instructions aim to clearly guide applicants on properly completing and submitting the application form with the necessary documents.
1) The document discusses the enforceability of an allotment letter as a binding contract between a developer and buyer for a property.
2) It notes that an allotment letter contains the essential elements of a valid contract and a buyer can seek specific performance if deprived of what was promised in the allotment letter.
3) The case details a property dispute where the buyer made substantial payments as per the allotment letter and payment plan, but the developer later demanded additional amounts including interest without providing details of amounts or interest calculation.
This document summarizes the benefits of investing in the UTI Unit Linked Insurance Plan (ULIP). The ULIP is a single investment plan that provides multiple benefits, including life insurance coverage, opportunity for wealth creation through investment in equity and debt funds, tax benefits, and flexibility to choose the plan term and insurance amount. Some key benefits highlighted are life insurance coverage through a tie-up with LIC, accident cover, maturity bonus, transparent costs, and easy liquidity. The plan is suitable for long-term capital appreciation and investment in equity and debt instruments. All investments are subject to market risk.
8287494393 @ Mapsko ROYAL VILLE SECTOR 82 GURGAON Real Estate
The document is an application form for registration of provisional allotment of a flat in a residential project called "MAPSKO ROYALE VILLE" being developed by MAPSKO BUILDERS PVT. LTD. in Sector 82, Gurgaon, Haryana. The applicant provides personal details and requests provisional registration for a flat, agreeing to terms that the allotment is at the sole discretion of the company and that they will sign necessary documents. The applicant also remits an initial payment and agrees to pay further installments as per the payment plan.
This document is an application form for a UTI-Unit Linked Insurance Plan (UTI-ULIP). It requests personal details of the applicant such as name, address, date of birth, PAN, bank account details. It also requests details of the nominee/guardian if applicant is a minor. The applicant needs to select the plan period (10 or 15 years), the type of insurance cover (declining term or fixed term) and the target investment amount. The applicant needs to provide health declaration, occupation and income details. The applicant needs to sign declaring that all information provided is true.
The document provides guidelines for applying for summer financial aid at Dillard University. Students must complete the 2011-2012 FAFSA and a summer aid application. Available aid includes Pell Grants, Stafford Loans, Parent PLUS Loans, and private loans. Estimated costs are provided for full-time summer enrollment based on housing status. Instructions are given for applying for student and parent loans online. Borrowing limits are also outlined.
1. The document is a form for updating account details now that a minor unitholder has become a major. It requests updating the unitholder's bank details, nomination, mobile number, email, and PAN.
2. It provides sections to fill in the unitholder's folio number, name, date of birth, and guardian's name. It also includes spaces to provide new bank details, nomination details, and contact information.
3. The form must be signed by both the former minor now major, and the original guardian listed on the account.
Santander places 5.2% of Bank Zachodni WBK for EUR 285 million as KBC sells i...BANCO SANTANDER
Banco Santander and KBC Bank have completed the sale of shares in Bank Zachodni WBK, with Santander selling 5.2% of shares for EUR 285 million, and KBC selling its 16.17% stake for EUR 887 million. The transaction values Bank Zachodni WBK at EUR 5.48 billion and allows Santander to increase the free float of shares in its Polish subsidiary to meet regulatory requirements, while allowing KBC to divest its stake obtained from a previous merger. Following the transaction, Santander will remain the controlling shareholder of Bank Zachodni WBK with a 70% stake.
This document contains an application for an off-premises liquor license from the Montana Department of Revenue. The application includes sections for entity/transaction type, general applicant information, a request for temporary authority, notices to applicants, and declarations. It requires information such as the applicant name, business details, premises address, floor plans, and a list of corporate officers, directors, and shareholders with their details if a corporation. It notes the application process can take 2-3 months and applicants will be notified when a decision is made.
1299-S Enterprise Zones, Foreign Trade Zones, and Sub-Zonestaxman taxman
This document is an Illinois amended individual income tax return form (Form IL-1040-X) that provides instructions for correcting a previously filed Illinois tax return. It contains sections to enter personal information, provide the reason for filing an amended return, enter corrected financial information, calculate any refund or balance due, and sign the form. Supporting documentation must be provided for any corrected lines, such as federal tax forms if amending due to federal changes or Schedule M if amending additions or subtractions.
Von Essen Consulting provides immigration support and visa assistance for expatriate consultants working in Angola, including helping obtain short term visas, ordinary visas, and multiple entry work visas. The company's local partner in Angola assists with the visa process and holds employment contracts with expatriate consultants. Taxes of 6.75% are deducted from remuneration for services invoiced from outside Angola, and income taxes of up to 17% are levied on employment income within Angola.
The document provides an overview of India's foreign direct investment policy, including general conditions, entities that can receive FDI, types of investment instruments, entry routes, sector-specific caps and conditions. It discusses the guidelines for establishing companies and transferring ownership to foreign entities in sectors with caps. The caps and entry conditions for various sectors are detailed later in the document.
UTI Mutual Fund- Equity Savings Fund-Fillable, Editable, Printable New Application Form
UTI Mutual Fund New Fund Offer
Scheme Name: UTI Equity Savings Fund
Type of Scheme: Open ended scheme investing in Equity, Arbitrage and Debt.
New Fund Offer opens on 10-8-2018
New Fund Offer closes on: 24-8-2018
Scheme Reopens: 6-9-2018
Offer of units of Rs. 10/- per Unit during the new fund offer period.
New Application Form of UTI - NIFTY NEXT 50 INDEX FUND (An open-ended scheme replicating/tracking the Nifty Next 50 Index) New Fund Offer Open on Friday, June 08, 2018. New Fund Offer Closes on Friday, June 22, 2018. Scheme Re-opens on Wednesday, July 04, 2018
This document is an application for a deferred annuity from Farm Bureau Life Insurance Company. It collects information such as the proposed annuitant's name, date of birth, social security number, and contact details. It also requests details about the type of annuity and plan being applied for, including premium payment amounts and frequencies. The application is signed by the proposed annuitant, owner if different, and agent to certify that all statements are true.
1. The document is a STRIP (Systematic Transfer Investment Plan) enrollment form for transferring funds systematically from one UTI mutual fund scheme to another.
2. It provides fields for the applicant name, PAN, mobile number, email, and details of the source and destination schemes such as scheme name, plan, option, transfer amount, frequency and dates.
3. The applicant declares that they have read and understood the SID and KIM of both schemes and agree to the terms of STRIP, and provides signatures to authorize the systematic transfers.
This document contains Form ODI Part I which is used to report overseas direct investments by Indian parties under the Foreign Exchange Management Act. The form has several sections seeking details about the Indian party, the proposed joint venture or wholly owned subsidiary, capital structure, transaction/remittance details, declarations, and auditor certifications. It seeks information such as name and address of entities, proposed investment amount, category and method of investment, capitalization details, group structure, compliance with regulations, and certifications regarding the source of funds and its end-use. The form is to be filled out for investments under both the automatic and approval routes and aims to capture all relevant particulars of the overseas investment transaction for regulatory review and monitoring purposes.
This document is an application for a Texas Certified Capital Company (CAPCO) requesting an allocation of tax credits. It provides instructions for certified investors to apply for tax credits by irrevocably committing a specified amount of cash to invest in the CAPCO. The application collects information about the proposed CAPCO name and contact details, the certified investor committing the investment and affiliated insurers, and certification that the investment will be used as prescribed by law. It notes that the total amount of certified capital available for tax credits is $200 million and the maximum per certified investor is $30 million.
1) The document provides instructions and requirements for filling out a KYC form, including documents needed to verify identity, address, and financial details like income tax returns, bank statements, and investment holdings.
2) It also lists additional documents that may be required for trading derivatives and provides guidelines for verifying individuals, non-individuals, non-residents, and minors.
3) The document specifies authorized persons who can attest copies of documents and exemptions to PAN requirements under certain conditions.
Form W-7_Application for IRS Individual Taxpayer Identification Numbertaxman taxman
This document is an application for an IRS Individual Taxpayer Identification Number (ITIN). It provides instructions for nonresident aliens who need an ITIN for U.S. tax filing purposes but are not eligible for a Social Security Number. Applicants must provide identifying information and documentation to verify their foreign status. Supporting documents can include a passport, visa, driver's license, or other identification. The application must be submitted along with tax forms requiring the ITIN or proof that an exception applies.
This document contains a financial planning questionnaire that collects information about an individual's household, employment, income, assets, liabilities, insurance policies, financial objectives, risk tolerance, and retirement planning. The questionnaire has 29 multiple choice questions across various sections to understand the individual's financial situation and preferences in order to develop a customized financial plan.
National Pension System (NPS) Inter Sector Shifting Form Pankaj Batra
This form can be used for sector shifting for a NPS (national pension system) account in India.
If one wants to move from corporate sector to individual account, or central government to state government linked account (or vice versa) this form can be used.
Birla sun life tax relief 96 application formPrajna Capital
This document is a common application form for residents of India and NRIs/FIIs to apply for investment in mutual fund schemes of Birla Sun Life Asset Management Company Limited. It collects applicant details like name, address, bank account information, PAN, KYC and investment details. Applicants need to select the schemes they want to invest in, choose a plan/option for each scheme and provide details of payment made either through cheque or demand draft. Supporting documents may also need to be submitted along with the application form.
This document is a common application form for investing in mutual funds offered by Birla Sun Life Asset Management Company Limited. It collects information such as applicant details, bank account details, communication preferences, and investment details. Applicants need to provide PAN, KYC documents and details of existing investments. The form allows investing in multiple schemes by issuing separate checks or demand drafts for each investment.
This document provides guidance on filing Form FC-GPR (Foreign Currency- Gross Provisional Return) in India. Key points include:
- FC-GPR must be filed within 30 days of issuing equity instruments to non-residents to report foreign direct investment.
- Entities must register as an Entity User and Business User on the FIRMS portal to file any foreign investment forms.
- FC-GPR collects details on the entity, issue, foreign investors, and amount. Supporting documents depend on the nature and mode of payment.
- Common reasons for rejection include incorrect or missing documents. Proper preparation and coordination with the Authorized Dealer bank is important.
Bnp paribas tax advantage plan application formPrajna Capital
This document is a common application form for investing in mutual funds, which collects information such as applicant details, bank account information, investment details, and includes instructions for completing the form. It requests information such as PAN/KYC details and documents, debit mandate, and acknowledges receipt of the application and investment amount. The form is used to apply for purchase of units in mutual fund schemes and collect relevant identification and transaction information from investors.
This document is an application for the Oregon Working Family Child Care Credit. It contains instructions for filers to report their household size, qualifying child care expenses paid in 2005, qualifying child information, and a computation of the potential credit amount. Key details include reporting the filer's name, address, dependents, adjusted gross income, child care provider information, and expenses paid. Tables are provided to lookup the applicable decimal credit rate based on household size and income level.
The document is a form for requesting a shift in the PRAN (Permanent Retirement Account Number) association under the National Pension System (NPS) in India. It contains the following key information:
1) Sections for providing general subscriber information such as name, existing and proposed PRAN association details, and PAN (Permanent Account Number).
2) Additional sections for subscribers shifting between government and other sectors for providing employment details, KYC documents, and scheme preference information.
3) Instructions for filling the form, explaining the various sections and requirements such as mandatory fields, documents needed, and process followed after form submission.
This document appears to be a loan application form for Bajaj Finance Limited, an Indian non-banking financial company. The form collects personal details like name, date of birth, contact information, employment details, and financial details like income, assets owned, existing loans to evaluate an applicant for various consumer loan products for items like electronics, home appliances, furniture, and vehicles. The last section collects additional lifestyle and asset related questions to understand the applicant's profile better for loan assessment purposes.
IDFC Emerging Businesses Fund_Key information memorandumJubiIDFCEquity
This document provides key information about the IDFC Emerging Businesses Fund, including its investment objective to invest in equity and equity-related instruments of small cap companies to create wealth over the long term. It lists the name and addresses of the mutual fund, asset management company and trustee company. It notes that the NFO period opens on February 03, 2020 and closes on February 17, 2020. Investors are directed to read the Scheme Information Document, Statement of Additional Information, and risk factors carefully before investing.
Similar to Franklin india tax shield application form (20)
Dsp black rock rgess fund – series 1 applciation form and kimPrajna Capital
This 3 sentence summary provides the key details about the DSP BlackRock RGESS Fund series 1 to 5:
The DSP BlackRock RGESS Fund series offers a new fund offering of Rs. 10 per unit for series 1 between February 14-28, 2013, with the objective of generating capital appreciation from a portfolio of eligible securities approved under the Rajiv Gandhi Equity Savings Scheme, 2012. The fund will invest 95-100% of assets in such eligible securities and 0-5% in cash and money market instruments with maturity less than 91 days, and will mature on March 7, 2016.
Dsp black rock us flexible equity fund nfo presentationPrajna Capital
The document summarizes an investment opportunity in the DSP BlackRock US Flexible Equity Fund, an open-ended fund of funds scheme that invests in the BlackRock Global Funds US Flexible Equity Fund. Some key points:
- The NFO period for the fund is July 17, 2012 to July 31, 2012.
- The underlying BlackRock fund has $1.3 billion in assets under management, providing Indian investors access to one of BlackRock's flagship US equity funds.
- The document makes the case that US equities are a good investment opportunity now due to attractive valuations and the large size and diversity of the US equity market.
Idfc infrastructure bond tranche 3 application form 2012Prajna Capital
This document is an application form for Infrastructure Development Finance Company Limited's public issue of long term infrastructure bonds. Some key details:
- The bonds are secured, redeemable, non-convertible debentures with a face value of Rs. 5,000 each and have benefits under section 80CCF of the Income Tax Act.
- The issue opens on March 19, 2012 and closes on March 30, 2012.
- The applicant provides details like name, address and PAN number. They also select options for holding bonds in demat or physical form and nominate beneficiaries.
- The applicant selects the bond series, specifies the number of bonds applied for and calculates the amount payable. Key
Muthoot finance ncd application form mar 2012Prajna Capital
This document is a prospectus for a public issue of secured non-convertible debentures by Muthoot Finance Limited, an Indian private limited company incorporated in 1997. It provides details on the company's name changes and registered office. Muthoot Finance Limited is issuing secured NCDs of face value Rs. 1,000 each, aggregating up to Rs. 2,500 million with an option to retain over-subscription up to an additional Rs. 2,500 million, for a total issue size of up to Rs. 5,000 million. The issue has been rated 'ICRA AA-/Stable' by ICRA and 'CRISIL AA-/Stable' by CRISIL.
This document is an application form for Rural Electrification Corporation Limited's public issue of tax-free secured redeemable non-convertible bonds. It provides details about REC, the terms of the bond issues including the coupon rates, redemption dates, security offered, and the process for applying for the bonds. Applicants must fill in their details in the application form and pay the full application amount to apply for the bonds during the issue period from March 06 to March 12, 2012.
This document is the prospectus for a public issue of tax-free bonds by the Indian Railway Finance Corporation Limited (IRFC). Some key details:
- IRFC is issuing bonds worth up to Rs. 6,30,000 lakhs with an initial tranche of Rs. 3,00,000 lakhs opening on January 27, 2012 and closing on February 10, 2012.
- The bonds are secured, redeemable, non-convertible with a face value of Rs. 1,000 each and have tax benefits under section 10(15)(iv)(h) of the Income Tax Act.
- The bonds have been rated AAA with a stable outlook by CRISIL,
This document is an application form for Housing and Urban Development Corporation Limited's public issue of tax-free bonds. It provides details of the issue such as the issue open and close dates, issue size of Rs. 2,000 crores with an option to retain oversubscription up to Rs. 4,684.72 crores. It also contains the applicant's details such as name, application number and bank details as well as a declaration that the applicant has read, understood and agrees to the terms and conditions specified in the prospectus.
This document is an application form for Srei Infrastructure Finance Limited's public issue of secured, redeemable non-convertible debentures with a face value of Rs. 1,000 each. The form includes details of the applicant such as name, address and bank details. It also provides the terms of the bonds across 4 series with different interest rates, interest payment frequencies, buyback and maturity dates. The applicant can choose to apply for bonds in one or more series by specifying the number of bonds and amount.
L&t long term infrastructure bond tranche 2 application form 2012Prajna Capital
This document is an application form for individuals and Hindu Undivided Families to invest in long term infrastructure bonds issued by L&T Infrastructure Finance Company Limited. The application form provides details of the bond such as the issue dates, credit ratings, interest rates, maturity dates, and buyback terms. It requests information from applicants such as their name, address, bank details, and PAN number. Applicants must select the bond series they want to invest in and provide payment details in the form of a cheque or demand draft. Once completed, the form is to be submitted along with required documents to the bankers to the issue by the specified closing date.
Idfc long term infrastructure bond tranche 2 application form 2012Prajna Capital
This document is an application form for bonds issued by Infrastructure Development Finance Company Limited. The company is issuing long term infrastructure bonds up to 50,000 million rupees for the 2011-2012 financial year. The bonds will be issued in tranches and this application form is for the second tranche of bonds worth 44,000 million rupees. The bonds offer tax benefits under section 80CCF of the Indian Income Tax Act of 1961 and have been rated AAA by ICRA and Fitch ratings agencies. The application form collects details of the applicant such as name, address and date of application.
This document is an application form for Power Finance Corporation Limited's public issue of tax-free bonds. It provides details about the issuer, Power Finance Corporation Limited, including its registered office and credit ratings. It outlines the terms of the bonds being issued, including the tranche, series, tenor, redemption amount, interest payment terms, and minimum application size. The application form collects information from applicants such as their name, address and category. It also provides details on payment, allotment process, and terms of the issue. Applicants need to provide payment details and sign to apply for allotment of the bonds.
Muthoot finance limited ncd application form dec 2011 jan 2012Prajna Capital
This document is an application form for non-convertible debentures (NCDs) being issued publicly by Muthoot Finance Limited. Some key details:
- Muthoot Finance Limited is issuing secured NCDs of face value Rs. 1,000 each, aggregating up to Rs. 6,000 million.
- The issue opens on December 22, 2011 and closes on January 07, 2012.
- The debentures have been rated AA-/Stable by ICRA and CRISIL.
- The form is for resident Indian applicants to apply for allotment of the NCDs issued by Muthoot Finance Limited as per the details in the prospectus dated
Muthoot finance limited ncd application form dec 2011 jan 2012Prajna Capital
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- Muthoot Finance Limited is issuing secured NCDs of face value Rs. 1,000 each, aggregating up to Rs. 6,000 million.
- The issue opens on December 22, 2011 and closes on January 07, 2012.
- The debentures have been rated AA-/Stable by ICRA and CRISIL.
- The form is for resident Indian applicants to apply for allotment of the NCDs issued by Muthoot Finance Limited as per the details in the prospectus dated
This document is an application form for bonds being issued by the National Highways Authority of India (NHAI). The form provides details of the bond issue such as the opening and closing dates of the first tranche, the credit ratings of the bonds, and terms and conditions. The applicant is providing their name, address, and requesting allotment of specified series bonds out of the first tranche issue. They are remitting payment for the bonds and agreeing to the terms in the prospectus.
Uti equity tax savings plan application formPrajna Capital
This document provides information on various equity and balanced schemes offered by UTI Asset Management Co. Ltd. It includes details on the investment objectives, asset allocation, options available, minimum investment amounts, benchmark indices, fund managers and past performance of 20 equity oriented schemes and 1 balanced scheme. Key information is provided for each scheme including the types of instruments in their asset allocation, plans and options, facilities offered, and comparison with existing schemes.
This document is a common application form for Taurus Mutual Fund. It requests information such as applicant details, bank account information, investment details, and payment details. Upfront commission will be paid directly by the investor to distributors. Existing investors can provide their folio number for existing details to apply. New applicants must fill out all sections including applicant name, address, PAN, KYC details, status, occupation, communication preferences, and schemes they wish to invest in.
This document provides information on investment objectives and strategies for various Tata Mutual Fund equity and balanced schemes. It outlines the funds' goals of providing income, capital appreciation or tax savings. The schemes will predominantly invest in stocks of well-researched companies with growth potential across different market caps and sectors. Some schemes allow investments in derivatives for hedging. All investments will be made as per SEBI regulations. The document provides indicative asset allocations and investment strategies for Tata Select Equity Fund and Tata Tax Saving Fund.
This document provides information on various equity schemes offered by Sundaram Asset Management Company Limited. It includes details on the investment objective, asset allocation and track record of 16 different schemes such as Sundaram Select Focus, Sundaram Growth Fund, Sundaram India Leadership Fund, Sundaram Select Mid Cap, Sundaram SMILE Fund, Sundaram Tax Saver, Sundaram Balanced Fund, Sundaram Equity Multiplier, various thematic funds focusing on sectors like energy and infrastructure, and a fund of funds scheme called Sundaram Global Advantage. The document provides details on the type of stocks and issuers each scheme invests in to achieve its investment goal and manage risk. It also lists the performance of each scheme against the relevant
This document provides a summary of Sahara Mutual Fund schemes including their investment objectives, strategies, and risk mitigation factors. It discusses 14 different schemes which have objectives ranging from generating income and capital appreciation by investing in debt, equity, and sector-specific instruments. The investment strategies aim to achieve effective diversification and optimize returns while minimizing risks. Various risk mitigation measures are adopted like restrictions on investments, maintaining adequate diversification and liquidity. Plans and options available under each scheme including dividend payout, reinvestment and growth options are also summarized.
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Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
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Franklin india tax shield application form
1. Franklin Templeton Asset Management (India) Pvt. Ltd.
Franklin Templeton Mutual Fund
Key Information Memorandum and
Common Application Form for
Equity, Balanced, Fund of Funds, Tax
Saving Schemes, Income and Liquid Funds
Sale of units on an ongoing basis at a Net Asset Value (NAV) related price
The Key Information Memorandum is dated August 28, 2009. This Key Information Memorandum (KIM) sets forth the information, which a prospective investor ought
to know before investing. For further details of the Scheme/Mutual Fund, due diligence certificate by the AMC, Key Personnel, investors’ rights & services, risk factors,
penalties & pending litigations, associate transactions etc. investors should, before investment, refer to the Scheme Information Document and Statement of Additional
Information available free of cost at any of the Investor Service Centres or distributors or from the website www.franklintempletonindia.com. This KIM shall remain
effective until a 'material change' (other than a change in fundamental attributes and within the purview of the KIM) occurs and thereafter Material changes will be filed
with SEBI
The Scheme particulars have been prepared in accordance with Securities and Exchange Board of India (Mutual Funds) Regulations 1996, as amended till date, and filed
with Securities and Exchange Board of India (SEBI). The units being offered for public subscription have not been approved or disapproved by SEBI, nor has SEBI certified
the accuracy or adequacy of this KIM.
Sponsor: Templeton International Inc., Florida, USA.
Asset Management Company: Franklin Templeton Asset Management (India) Pvt. Ltd.
2. Common Application Form for FIBCF, FIPF, FIPP, FIOF, TIGF, FIIF, FIFCF,
FAEF, FIF, FFF, FPF, TICAP, TIPP, FIT, TIEIF, FIHGCF, FTIBF, FTDPEF & FTLF W99999
Distributor information For Office Use Only
Advisor Code* Sub-broker/Branch Code Representative Code Application received
74461
ARN - 74461
* AMFI Registered Distributors
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.
Existing Unitholders (Please provide the following details in full; Please refer Instruction 2)
First Applicant Name
Customer Folio No. Account No.
Unit Holder Information
(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
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Company/Body Corporate s Partnership s Trust s Society s HUF s Bank s AOP
s Sole Proprietorship s Minor through Guardian# s FI s FII s Others (Please specify)_______________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Second Applicant
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Minor through Guardian# s Others (Please specify)_________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Third Applicant
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Minor through Guardian# s Others (Please specify)_________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Guardian
Proof of KYC enclosed* s Date of Birth D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Others (Please specify)_____________________________________________________________
Nationality and Country of Residence_______________________________________________ Relationship with Minor s Parent s Guardian
*Please provide copy of the KYC acknowledgement issued by CVL (Mandatory for all Investors for investments of value Rs. 50,000 & Above). $PAN: In terms of SEBI circular dated April 27, 2007,
verification of PAN is mandatory for all Unitholders (including joint holders, guardians in case of minors and NRIs) w.e.f. July 2, 2007 irrespective of the amount of transaction. Please submit photocopy of
the PAN card (alongwith the original for verification, which will be returned across the counter). #Date of Birth - mandatory for Minors and all investments in TIPP (in TIPP, only individuals may invest).
I/We would like to invest in Mode of Operation
Separate cheque/demand draft required for each investment, drawn in favour of scheme name (see point 4 on page 24). Please fill up the scheme name(s) and the plan/option you may refer
to the KIM for more details. Investors in Templeton India Pension Plan and Templeton India Children’s Asset Plan are requested to also fill in the option exercise form available at the ISC. s Single s Joint s Either or Survivor(s)
Scheme Names (Please tick ())
Power of Attorney (POA) Details
s FIBCF s FIPF s FIPP s FIOF s TIGF s TIEIF s FIHGCF s FIFCF s FIF s FPF s FFF s TIPP s FIT s FTIBF s FTDPEF
s 20’s Plan s 30’s Plan s Education Plan s BSE Sensex Plan
Name of POA Holder ____________________
s FAEF s FTLF s 40’s Plan s 50’s Plan s TICAP s FIIF
s 50’s Plus Floating Rate Plan s Gift Plan s NSE Nifty Plan
________________________________________
Plan /Options (Please tick ()) Proof of KYC enclosed* s
s Lumpsum s Growth
s Systematic Investment Plan s Dividend Reinvestment s Dividend Payout Date of Birth D D M M Y Y Y Y
Amount Invested______________________________________________________(Less DD Charges)_____________________
Net Amount Paid_________________________________________________________________________________ Status: (Please tick ())
Payment Details* s Resident Individual s NRI/PIO
Cheque/DD No.__________________ Bank, Bank A/C No. and Branch___________________________________
s Others (Please specify)_________________
________________________________________________________________________________________________
Please use separate application forms for Lumpsum and Systematic Investment Plan, please fill the SIP Auto Debit (ECS/Direct Debit) form alongside and submit it together with the application form. Gender:
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
s Instructions : * a) For payments by demand draft of Rs. 50,000 above, please attach proof of debit to your bank account by way of a copy of the DD request evidencing debit to your account or a letter
from your banker confirming the account debited for issue of the DD. b) If the payment is not made from the investor's account, issuers of the payment instrument must complete a 3rd Party Declaration. s Male s Female
Acknowledgement W99999
Received from ______________________________________________________________________________________________________________
_______________________________________________________________________________________________________Pin________________
Scheme Name Plan/Option Payment Details
s Lumpsum Amount ____________________ Cheque/DD No. ________________ Date ________________
s Systematic
Investment Bank and Branch details ____________________________________________________________
Plan
3. Address (Mandatory if you have not completed your KYC process via CVL, else the address of the 1st Holder as registered with CVL will be automatically updated in our records)
City State Country Pincode
Overseas Address for NRIs/PIOs
City State Country Pin/Zip
Contact Details (Please provide your contact details even if you have already submitted your KYC acknowledgement)
If the Applicant is Sole Proprietorship Firm, please provide the name of Sole Proprietor. If HUF, please provide the name of Karta. In case of other Non-Individuals, please provide the details of Contact Person.
Name
Tel
STD Code Office Residence Fax
Email Mobile
Franklin Templeton ‘Easy’ Services
1. Franklin Templeton Easy e-Update: Receive account statements, annual reports and 3. Franklin Templeton Easy Call: Just call 1800 425 4255 or 6000 4255 to access your
other information instantly by Email * s
account using TPIN______________________s Yes, I would like to receive my TPIN
Email Address: 4. Franklin Templeton Easy Mobile: Get instant SMS alerts to confirm your transactions *
Mobile Number
s I / We wish to receive the above by email
I/We wish to register for SMS updates on my/our mobile phone. s Yes s No
s I / We do not wish to receive the above by email
2. Franklin Templeton Easy Web: Access your account and transact online at * Note: Where the investor has not opted for any option or has opted for both options, the
www.franklintempletonindia.com using your HPIN application will be processed as per the default option, i.e., receive the account statement,
s Yes, I would like to receive my HPIN annual report and other correspondence by E-mail and receive SMS updates on mobile.
Bank Details (Mandatory - For new investors) - For payment through electronic mode, please attach a cancelled cheque leaf or a copy of the cheque.
Bank Name
(Do not abbreviate)
Account No. Branch/City
Please provide the full account number
Branch
Address Pin
Account type For Residents s Savings s Current For Non-Residents s NRO s NRE s Others _______________________________________
s Repatriable s Non-Repatriable
*RTGS code *NEFT code *MICR code
*Note: For more details on RTGS/NEFT/MICR codes, please refer detailed instructions in page 27.
Direct Credit Facility is currently available with: ABN Amro Bank, Citibank, Development Credit Bank, Deutsche Bank, HDFC Bank, HSBC Bank, IDBI Bank, ICICI Bank, Kotak Mahindra Bank, Standard Chartered Bank, YES Bank Axis
Bank. Please provide a cancelled, signed cheque of the bank account you wish to register for Direct Credit. If you do not provide a cancelled and signed cheque, Franklin Templeton will record the new bank details as provided, but reserves
the right to effect payments of dividends and redemptions by way of a cheque or payment instrument till such time that the account details provided can be verified. I/We DO NOT wish to avail direct credit facility (Please tick) s
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.
Nomination Details (To be signed by all the joint holders irrespective of the mode of holdings. In case of more than one nominee, please submit a separate form available with any of our ISCs or on our website).
Nominee Name Address___________________________________________________________________________________________________________
Guardian name address (if nominee is a minor)________________________________Signature of Nominee/Guardian_____________________________
Witness Name Address______________________________________________________________Signature of Witness_____________________________
Declaration
Having read and understood the contents of the 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 units of Franklin Templeton Mutual Fund as indicated above, and agree to abide by the terms, Signatures
conditions, rules and regulations of the Fund as on the date of this investment and confirm that the monies invested in the fund legally belong to me / us. I / We have not
received nor been induced by any rebate or gifts, directly or indirectly in making this investment.
___________________________________
* I / We confirm that I am / we are Non-Resident Indians / Persons of Indian 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 I / We hereby further confirm that the monies are remitted from abroad through approved banking channels First/Sole Applicant/Guardian
or from my/our monies in my/our NRE/NRO Account.
I/We hereby declare that all the particulars given herein are true, correct and complete to the best of my/our knowledge and belief. I further agree not to hold Franklin ___________________________________
Templeton Investments liable for any consequences in case of any of the above particulars being false, incorrect or incomplete.I hereby undertake to promptly inform the
mutual fund of any changes to the information provided hereinabove and agree and accept that the Mutual Funds, their authorised agents, representatives, distributors ('the Second Applicant
Authorised Parties') are not liable or responsible for any losses, costs, damages arising out of any actions undertaken 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 hereby authorize the mutual fund to disclose, share, remit in any form, ___________________________________
mode or manner, all / any of the information provided by me to Authorised Parties including Financial Intelligence unit-India (FIU-IND) including all changes, updates
to such information as and when provided by me without any obligation of advising me/us of the same. I hereby agree to provide any additional information / Third Applicant
documentation that may be required by the Authorised Parties, in connection with this application.
I/We confirm and declare that I/ We have read and understood the terms and conditions for HPIN usage and online transactions/ TPIN/ Email Services and also the disclaimer and terms and conditions as posted on the website,
www.franklintempletonindia.com. I/ We agree and shall abide by the norms, terms and conditions for HPIN usage and online transactions/ TPIN/ Email services and agree not to hold Franklin Templeton Investments responsible for any
action relating to the use of HPIN/ TPIN/ Email services facility.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being
recommended to me/us
Date:______________________________Place ______________________________________________________________________________ * Applicable to Non-Resident investors
Disclaimer: In the event of any KYC Application Form being subsequently rejected for lack of information / deficiency / insufficiency of mandatory documentation, the investment transaction may be cancelled and the amount
may be redeemed at applicable NAV, subject to payment of exit load, wherever applicable. However, in case of subscriptions in scheme where Units are under a lock – in period as prescribed in the respective Scheme Information
Documents (including ELSS Schemes) or a New Fund Offer, allotment may be done only on confirmation from the Central Agency that the KYC is final and if the Central Agency informs that the KYC is cancelled, the original
amount invested may be refunded.
For investment related enquiries, please contact:
Franklin Templeton Investments Service Centres
Ph: 1-800-425 4255 (For MTNL/BSNL users only. Local call rates apply) or 6000 4255 (For
non-MTNL/non-BSNL users, please prefix the city STD code if calling from a mobile phone)
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
• You have registered Permanent Account Number (PAN) for all holders, including joint holders, guardians NRI s and submitted the necessary proof (refer instructions)
• Appropriate Options are filled up • Cheques/DDs should be drawn in favour of the respective fund name • If you are investing for the first time, please ensure that you
fill in the contact details for us to contact you in case of any discrepancy in the form. • You have provided a copy of the KYC acknowledgement for all applicants, guardians
for minors and POA holders
4. C o m m o n A p p l i c a t i o n Fo r m f o r T I I F, T I I B A , T G S F, T I S T I P,
T F I F, F I N T F, T M I P, F T I M I P, T I U B F, T I T M A , T I M M A W99999
Distributor information For Office Use Only
Advisor Code* Sub-broker/Branch Code Representative Code Application received
74461
ARN - 74461
* AMFI Registered Distributors
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.
Existing Unitholders (Please provide the following details in full; Please refer Instruction 2)
First Applicant Name
Customer Folio No. Account No.
Unit Holder Information
(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
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Company/Body Corporate s Partnership s Trust s Society s HUF s Bank s AOP
s Sole Proprietorship s Minor through Guardian# s FI s FII s Others (Please specify)_______________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Second Applicant
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Minor through Guardian# s Others (Please specify)_________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Third Applicant
Proof of KYC enclosed* s Date of Birth# D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Minor through Guardian# s Others (Please specify)_________________________________
Nationality and Country of Residence_____________________________________________________________________________________________
Name of Guardian
Proof of KYC enclosed* s Date of Birth D D M M Y Y Y Y
PAN No. (Mandatory)$ Enclosed: s PAN Card Copy Gender s Male s Female
Status: s Resident Individual s NRI/PIO s Others (Please specify)_____________________________________________________________
Nationality and Country of Residence_______________________________________________ Relationship with Minor s Parent s Guardian
*Please provide copy of the KYC acknowledgement issued by CVL (Mandatory for all Investors for investments of value Rs. 50,000 Above). $PAN: In terms of SEBI circular dated
April 27, 2007, verification of PAN is mandatory for all Unitholders (including joint holders, guardians in case of minors and NRIs) w.e.f. July 2, 2007 irrespective of the amount of
transaction. Please submit photocopy of the PAN card (alongwith the original for verification, which will be returned across the counter). #Date of Birth - mandatory for Minors.
I/We would like to invest in Mode of Operation
Separate cheque/demand draft required for each investment, drawn in favour of scheme name. Please fill up the scheme name(s) and the plan/option
you may refer to the Recknoner for more details on pg 24.
s Single s Joint s Either or Survivor(s)
Scheme Names (Please tick ()) Power of Attorney (POA) Details
s Long Term
s TIIF s TIIBA s TGSF s TISTIP s FINTF s TFIF
s Short Term Name of POA Holder __________________________
s TMIP s FTIMIP s TIUBF s TITMA s TIMMA
Plan /Options (Please tick ()) ______________________________________________
s Lumpsum Plan _______________________________________________________
s Systematic Investment Plan Option_____________________________________________________
Proof of KYC enclosed* s
Amount Invested________________________________________________(Less DD Charges)__________________ Date of Birth D D M M Y Y Y Y
Net Amount Paid_________________________________________________________________________
Payment Details* Status: (Please tick ())
Cheque/DD No.__________________ Bank, Bank A/C No. and Branch____________________________ s Resident Individual s NRI/PIO
_________________________________________________________________________________________
s Others (Please specify)________________________
Please use separate application forms for Lumpsum and Systematic Investment Plan, please fill the SIP Auto Debit (ECS/Direct Debit) form alongside and
submit it together with the application form.
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 Gender:
a new account in the same scheme please tick here s Instructions : * a) For payments by demand draft of Rs. 50,000 above, please attach proof of debit to
your bank account by way of a copy of the DD request evidencing debit to your account or a letter from your banker confirming the account debited for issue s Male s Female
of the DD. b) If the payment is not made from the investor's account, issuers of the payment instrument must complete a 3rd Party Declaration.
Acknowledgement W99999
Received from ______________________________________________________________________________________________________________
_______________________________________________________________________________________________________Pin________________
Scheme Name Plan/Option Payment Details
s Lumpsum Amount ____________________ Cheque/DD No. ________________ Date ________________
s Systematic
Investment Bank and Branch details ____________________________________________________________
Plan
5. Address (Mandatory if you have not completed your KYC process via CVL, else the address of the 1st Holder as registered with CVL will be automatically updated in our records)
City State Country Pincode
Overseas Address for NRIs/PIOs
City State Country Pin/Zip
Contact Details (Please provide your contact details even if you have already submitted your KYC acknowledgement)
If the Applicant is Sole Proprietorship Firm, please provide the name of Sole Proprietor. If HUF, please provide the name of Karta. In case of other Non-Individuals, please provide the details of Contact Person.
Name
Tel
STD Code Office Residence Fax
Email Mobile
Franklin Templeton ‘Easy’ Services
1. Franklin Templeton Easy e-Update: Receive account statements, annual reports and 3. Franklin Templeton Easy Call: Just call 1800 425 4255 or 6000 4255 to access your
other information instantly by Email * s
account using TPIN______________________s Yes, I would like to receive my TPIN
Email Address: 4. Franklin Templeton Easy Mobile: Get instant SMS alerts to confirm your transactions *
Mobile Number
s I / We wish to receive the above by email
I/We wish to register for SMS updates on my/our mobile phone. s Yes s No
s I / We do not wish to receive the above by email
2. Franklin Templeton Easy Web: Access your account and transact online at * Note: Where the investor has not opted for any option or has opted for both options, the
www.franklintempletonindia.com using your HPIN application will be processed as per the default option, i.e., receive the account statement,
s Yes, I would like to receive my HPIN annual report and other correspondence by E-mail and receive SMS updates on mobile.
Bank Details (Mandatory - For new investors) - For payment through electronic mode, please attach a cancelled cheque leaf or a copy of the cheque.
Bank Name
(Do not abbreviate)
Account No. Branch/City
Please provide the full account number
Branch
Address Pin
Account type For Residents s Savings s Current For Non-Residents s NRO s NRE s Others _______________________________________
s Repatriable s Non-Repatriable
*RTGS code *NEFT code *MICR code
*Note: For more details on RTGS/NEFT/MICR codes, please refer detailed instructions in page 27.
Direct Credit Facility is currently available with: ABN Amro Bank, Citibank, Development Credit Bank, Deutsche Bank, HDFC Bank, HSBC Bank, IDBI Bank, ICICI Bank, Kotak Mahindra Bank, Standard Chartered Bank, YES Bank Axis
Bank. Please provide a cancelled, signed cheque of the bank account you wish to register for Direct Credit. If you do not provide a cancelled and signed cheque, Franklin Templeton will record the new bank details as provided, but reserves
the right to effect payments of dividends and redemptions by way of a cheque or payment instrument till such time that the account details provided can be verified. I/We DO NOT wish to avail direct credit facility (Please tick) s
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.
Nomination Details (To be signed by all the joint holders irrespective of the mode of holdings. In case of more than one nominee, please submit a separate form available with any of our ISCs or on our website).
Nominee Name Address___________________________________________________________________________________________________________
Guardian name address (if nominee is a minor)________________________________Signature of Nominee/Guardian_____________________________
Witness Name Address______________________________________________________________Signature of Witness_____________________________
Declaration
Having read and understood the contents of the 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 units of Franklin Templeton Mutual Fund as indicated above, and agree to abide by the terms, Signatures
conditions, rules and regulations of the Fund as on the date of this investment and confirm that the monies invested in the fund legally belong to me / us. I / We have not
received nor been induced by any rebate or gifts, directly or indirectly in making this investment.
___________________________________
* I / We confirm that I am / we are Non-Resident Indians / Persons of Indian 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 I / We hereby further confirm that the monies are remitted from abroad through approved banking channels First/Sole Applicant/Guardian
or from my/our monies in my/our NRE/NRO Account.
I/We hereby declare that all the particulars given herein are true, correct and complete to the best of my/our knowledge and belief. I further agree not to hold Franklin ___________________________________
Templeton Investments liable for any consequences in case of any of the above particulars being false, incorrect or incomplete.I hereby undertake to promptly inform the
mutual fund of any changes to the information provided hereinabove and agree and accept that the Mutual Funds, their authorised agents, representatives, distributors ('the Second Applicant
Authorised Parties') are not liable or responsible for any losses, costs, damages arising out of any actions undertaken 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 hereby authorize the mutual fund to disclose, share, remit in any form, ___________________________________
mode or manner, all / any of the information provided by me to Authorised Parties including Financial Intelligence unit-India (FIU-IND) including all changes, updates
to such information as and when provided by me without any obligation of advising me/us of the same. I hereby agree to provide any additional information / Third Applicant
documentation that may be required by the Authorised Parties, in connection with this application.
I/We confirm and declare that I/ We have read and understood the terms and conditions for HPIN usage and online transactions/ TPIN/ Email Services and also the disclaimer and terms and conditions as posted on the website,
www.franklintempletonindia.com. I/ We agree and shall abide by the norms, terms and conditions for HPIN usage and online transactions/ TPIN/ Email services and agree not to hold Franklin Templeton Investments responsible for any
action relating to the use of HPIN/ TPIN/ Email services facility.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being
recommended to me/us
Date:______________________________Place ______________________________________________________________________________ * Applicable to Non-Resident investors
Disclaimer: In the event of any KYC Application Form being subsequently rejected for lack of information / deficiency / insufficiency of mandatory documentation, the investment transaction may be cancelled and the amount
may be redeemed at applicable NAV, subject to payment of exit load, wherever applicable. However, in case of subscriptions in scheme where Units are under a lock – in period as prescribed in the respective Scheme Information
Documents (including ELSS Schemes) or a New Fund Offer, allotment may be done only on confirmation from the Central Agency that the KYC is final and if the Central Agency informs that the KYC is cancelled, the original
amount invested may be refunded.
For investment related enquiries, please contact:
Franklin Templeton Investments Service Centres
Ph: 1-800-425 4255 (For MTNL/BSNL users only. Local call rates apply) or 6000 4255 (For
non-MTNL/non-BSNL users, please prefix the city STD code if calling from a mobile phone)
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
• You have registered Permanent Account Number (PAN) for all holders, including joint holders, guardians NRI s and submitted the necessary proof (refer instructions)
• Appropriate Options are filled up • Cheques/DDs should be drawn in favour of the respective fund name • If you are investing for the first time, please ensure that you
fill in the contact details for us to contact you in case of any discrepancy in the form. • You have provided a copy of the KYC acknowledgement for all applicants, guardians
for minors and POA holders
6. Franklin Templeton Mutual Fund W99999
Systematic Investment Plan through ECS/Direct Debit (See instructions overleaf)
Advisor Name Code*
ARN - 74461
74461 Sub Advisor Name Code* * AMFI Registered Distributors
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.
Having read and understood the contents of the Scheme Information Document(s) and Key Information Memorandum, Addenda issued till date, I / We hereby apply to the Trustees of Franklin Templeton Mutual Fund
for a Systematic Investment Plan (SIP) through ECS / Direct Debit under the following Scheme and agree to abide by the terms, conditions, rules and regulations of the scheme(s)as on the date of this investment.
Application for Normal SIP s Micro SIP s (For Micro SIP, Please provide required proof /documentation)
Name of Sole/First Account holder
Existing Unitholders’ Folio Number Account No.
New Investors (Please also complete and submit a Common Application Form) Regn. No. (For office use only)
SIP Details (Please note that a minimum of 30 days is required to set up the ECS/Direct Debit)
Scheme
Plan Option
SIP Amount Rs. (per installment) Frequency s Monthly SIP Date s 1st s 20th
s Quarterly s 7th s 25th
First SIP Cheque Date Cheque No. (please tick as applicable) s 10th
(If Cheque is given) d d m m y y y y
ECS Period From To
m m y y y y m m y y y y
(Should be from the Bank Account from which ECS/Direct Debit is to be effected) (for minimum period and installments, please
Mandatory Enclosures: (If 1st installment is not by cheque)
refer point no. 12 overleaf). I/We authorize Franklin Templeton Mutual Fund or their authorized service providers to Debit my/our account
listed below by ECS (Electronic Clearing Services) / Direct Debit for collection of SIP payments. s Blank cancelled cheque s Copy of cheque
Document proofs for Micro SIP (Please provide any one of the name of identification document as mentioned in the instructions)
Identification document ________________________________________ Field Issuing Authority______________________________________Document Identification No._______________________________________
Bank Details Signatures of Bank Account holders
Bank Name
1st Holder
Branch Name
Address 2nd Holder
City
Account Number 3rd Holder
9 Digit MICR Code Account Type s Savings s Current s CC/OD s NRE/NRO(please )
Please provide the MICR Code of the bank branch from where the ECS/Direct Debit is to be effected.
s Please change my/our bank account ECS / Direct debit ( change in bank account only)
Account Holder Name as in Bank Account
I/We hereby declare that the particulars given above are correct and complete. If the transaction is delayed or wrongly effected or not effected at all for reasons of incomplete or incorrect information, I/We will not hold Franklin Templeton Investments
responsible. I/We confirm that the funds invested belongs to me/us. I/We further undertake that any changes in my/our Bank details will be informed to the Fund immediately. I/We have read and agreed to the terms and conditions mentioned overleaf. I/We
have not received nor been induced by any rebate or gifts, directly or indirectly in making this investment. *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 hereby confirm that the funds are remitted from abroad through approved banking channels or from my/our funds in my/our NRE/NRO Account.
The ARN holder has disclosed to me/us all the commissions (in the form of trail commission or any other mode), payable to him for the different competing Schemes of various Mutual Funds from amongst which the Scheme is being recommended to me/us
I/We confirm that I/we do not have any other existing Systematic Investment Plan (SIP) with Franklin Templeton Mutual Fund which together with this proposed SIP will result in aggregate investments exceeding Rs.50,000/- in a year. Further, I/we understand
and accept that in case Franklin Templeton Mutual Fund processes the first Micro SIP installment and the application is subsequently found to be incomplete in any respect or not supported by adequate documentation or if the existing aggregate investment
installments together with this proposed SIP installments exceeds Rs.50,000/- in a year, the Micro SIP registration will be cancelled for future installments and no refund shall be made for the units already allotted.
* Applicable to Non Resident Investors
Date Signature of the Investor(s) 1. 2. 3.
Disclaimer: In case the Micro SIP application is subsequently found to be incomplete in any respect or not supported by adequate documentation or if the existing aggregate investment instalments together with this
proposed SIP instalments exceeds Rs.50,000/- in a year, the Micro SIP registration may be cancelled for future instalments and no refund may be made for the units already allotted.
Banker’s Attestation (For bank use only)
Certified that the signature of account holder and the details of
Bank account and its MICR code are correct as per our records Signature of Authorised Official from Bank (Bank Stamp and Date) Bank Account No.
Authorisation of the Bank Account Holders Signatures of Bank Account holders
This is to inform that I/We have registered for RBI’s Electronic Clearing Service (Debit Clearing) and that my/our payment towards
my/our investment in Franklin Templeton Mutual Fund shall be made from my/our below mentioned bank account number with your 1st Holder
bank. I/We authorize Franklin Templeton Asset Management (India) Pvt. Ltd. (Investment Manager of Franklin Templeton Mutual
Fund) acting through their service providers and representative carrying this ECS mandate form to get it verified and executed. 2nd Holder
Mandate verification charges if any, may be charged to my/our account
Bank Account Number 3rd Holder
Acknowledgement Slip for SIP through ECS/Direct Debit (To be filled in by investor )
Investor’s Name Franklin Templeton Investor
Service Centre Signature Stamp
Customer Folio Account No.
SIP Amount (Rs.) Frequency: s Monthly Scheme:___________________________________________
s Quarterly
7. SIP Payment through Electronic Clearing Services/Direct Debit overleaf under the ‘Bank Details’. Also fillup all the relevant details as applicable. Form (in case of new investors), along with the necessary cheque or copy
General Instructions: Changes in the ECS Bank Mandate request should be submitted 30 days in thereof should be submitted at least 30 days in advance of the date of the
advance and cancellation of ECS should be submitted 15 days in advance. first ECS/Direct Debit Transaction.
1) This facility is offered to investors having Bank accounts in select cities
13)Please contact Franklin Templeton ISC / visit 6) For further details of the Scheme features like minimum amounts, risk
mentioned below. The cities in the list may be modified/updated/
www.franklintempletonindia.com for updated list of banks / branches factors etc, investors should, before investment, refer to the Scheme
changed/removed at any time in future entirely at the discretion of
eligible for Direct Debit Facility. Information Document(s), Key Information Memorandum and Addenda
Franklin Templeton Investments without assigning any reasons or prior
14.)In case of micro SIPs, please provide any one of the following photo issued till date available free of cost at any of the Investor Service Centers
notice. SIP instructions for investors in such cities via ECS/Direct Debit
identification documents as mentioned below: or distributors or from the website www.franklintempletonindia.com.
route will be discontinued.
Voter Identity Card, Driving License, Government / Defense identification List of cities where SIP through ECS Debit is available:
2) The bank branch provided for ECS/Direct Debit should participate in the
card, Passport, Photo Ration Card, Photo Debit Card (Credit card will not be Agra, Ahmedabad, Allahabad, Amritsar, Asansol, Aurangabad,
local MICR clearing. The investor shall inform their Bankers about the
accepted)., Employee ID cards issued by companies registered with Registrar Bangalore, Bardhaman, Baroda, Belgaum, Bhilwara, Bhopal,
ECS/Direct Debit mandate and Franklin Templeton will not liable for any
of Companies, Photo Identification issued by Bank Managers of Scheduled Bhubaneshwar, Bijapur, Bikaner, Calicut, Chandigarh, Chennai,
transaction failures due to rejection by the investors bank/branch.
Commercial Banks / Gazetted Officer / Elected Representatives to the Cochin, Coimbatore, Cuttack, Dargeeling, Davangere,
3) SIP through ECS/Direct Debit is available only on 1st / 7th / 10th / 20th /
Legislative Assembly / Parliament, ID card issued to employees of Scheduled Dehradun, Delhi, Dhanbad, Durgapur, Erode, Gadag,
25th of the month. In case these days are non business days for the scheme,
Commercial / State / District Co-operative Banks., Senior Citizen / Freedom Gangtok, Goa, Gorakhpur, Gulbarga, Guwahati, Gwalior,
then SIP will be processed on the next business day.
Fighter ID card issued by Government., Cards issued by Universities / deemed Haldia, Hubli, Hyderabad, Indore, Jabalpur, Jaipur,
4) The investor agrees to abide by the terms and conditions of ECS/Direct
Universities or institutes under statutes like ICAI, ICWA, ICSI., Permanent Jalandhar, Jammu, Jamnagar, Jamshedpur, Jodhpur,
Debit facility of Reserve Bank of India (RBI).
5) Investor will not hold Franklin Templeton Investments and its service Retirement Account No (PRAN) card issued to New Pension System (NPS) Kakinada, Kanpur, Kolhapur, Kolkata, Lucknow, Ludhiana,
providers responsible if the transaction is delayed or not effected by the subscribers by CRA (NSDL)., Any other photo ID card issued by Central Madurai, Mandya, Mangalore, Mumbai, Mysore, Nagpur,
investor Bank or if debited in advance or after the specific SIP date due to Government / State Governments /Municipal authorities / Government Nasik, Nellore, Patna, Pondicherry, Pune, Raichur, Raipur,
various reasons. organizations like ESIC / EPFO. Rajkot, Ranchi, Salem, Shimla, Shimoga, Sholapur, Siliguri,
6) Franklin Templeton reserves the right to reverse allotments in case the ECS Terms and Conditions for Systematic Investment Plan through ECS / Surat, Thirupur, Tirupati, Trichur, Trichy, Trivandrum, Tumkur,
debit is rejected by the bank for any reason whatsoever. Direct Debit (please read this with General Instructions) Udaipur, Udipi, Varanasi, Vijaywada and Vizag
7) Franklin Templeton Investments shall not be responsible and liable for any 1) Minimum Investments: 12 instalments of Rs.500/- (or) 6 instalments of List of banks / branches for SIP through Direct Debit /
damages/compensation for any loss, damage etc., incurred by the investor. Rs.1000/-. All Instalments should be of the same amount. In FTLF 12 Standing Instructions Facility is available.
The investor assumes the entire risk of using the ECS/Direct Debit facility installments of Rs.2000/- (or) 6 instalments of Rs.4000/-, in FTDPEF 12
and takes full responsibility for the same. installments of Rs.1000/- (or) 6 installments of Rs. 2000/- and in TGSF-PF Banks Branches
8) The AMC/Trustees reserve the right to discontinue or modify the SIP Plan 12 instalments of Rs.10,000/- or 6 instalments of Rs.20,000/-. • IDBI Bank, HDFC Bank, IndusInd bank, All Branches
facility at any time in future on a prospective basis. 2) To effect ECS/Direct debit, investors must provide a cancelled cheque or Kotak Mahindra Bank Axis Bank
9) Franklin Templeton Investments reserves the right to discontinue the SIP copy thereof or the first investment must be by means of cheque from that • ABN Amro Bank All Branches
in case of Direct Debit through ECS / Direct Debit routes are rejected by the account. Banker’s attestation is recommended for Payable at par cheque. (only for ABN Amro Customers)
investor bank for any reasons. 3) Existing investors must provide their Folio Number / Account number and • Bank of India, Bank of Baroda Select Branches
10)For load details, please refer to the Key Information Memorandum . need not fill up a Common Application Form. Punjab National Bank (where core banking
11)Franklin Templeton Investments reserves the right to reject any application 4) New investors who wish to enroll for SIP through ECS/Direct Debit should facility is available)
without assigning any reason thereof. also fill up the Common Application form in addition to this form. • ICICI Bank Branches not covered under
12)For intimating the change in bank particulars, please tick the box provided 5) The SIP through ECS/Direct Debit Form, and the Common Application ECS Locations
FRANKLIN TEMPLETON BRANCH OFFICES
Ahmedabad: 202, 2nd Floor, Abhijeet-III, Opp. Mayor’s Bungalow, (Near Mithakali Six Roads), Ahmedabad 380 009 ; Bangalore: Niton Compound, 11, Palace Road, Entrance from Cunningham Road, Near Carmel College, Bangalore 560 052.;
Bhubaneswar: No.77, Kharavel Nagar, Unit III, Janapath, Bhubaneswar 751 001; Chandigarh: S.C.O. 373-374, 1st Floor, Sector 35-B, Chandigarh 160 022; Chennai: Century Centre, 75, T.T.K Road, Alwarpet, Chennai 600 018; Cochin: 41/418-
C, First Floor, Chicago Plaza, Rajaji Road, Ernakulam, Cochin - 682035.; Coimbatore: 424-C, Red Rose Towers, 2nd Floor, D.B.Road, R.S.Puram, Coimbatore 641 002.; Dehradun: Pokhrial House 1st floor, 67/3 Rajpur Road opp meedo Plaza
Dehradun-248001.; Hyderabad: First Floor, Amit Plaza, No.6-3-885/7C, Somajiguda Circle, Hyderabad 500082.; Indore: 101, Starlit Towers, 29/1 Y.N Road, Opp. State Bank Of Indore Head Office, Indore - 452001.;Jaipur: 250, 2nd Floor,
Ganpati Plaza, M I Road, Jaipur 302 001.; Jalandhar: BX III 455, Shakti Tower, Upper Basement, Below Vishal Mega Mart, G. T. Road, Jalandhar 144001.; Kanpur: Office No.208-09, 14/113, KAN Chambers, Civil Lines, Kanpur- 208001; Kolkatta:
2D 2E, Landmark Building, 2nd Floor, 228-A, A.J.C Bose Road, Kolkatta 700 020.; Lucknow: 2, Uttam Palace, 1st Floor, 3 Sapru Marg, Lucknow 226 001; Ludhiana: SCO-37, 1st Floor, Feroze Gandhi Market, Ludhiana 141 001; Madurai:
No.210/20, 1st Floor,Petchiamman Padithurai Road, Near AR Plaza, Madurai – 625001.; Mangalore: 1st Floor, Manasa Towers, M.G. Road Kodialbail, Mangalore 575 003; Mumbai: Mittal Tower, Office No. A/31, A/32 A/35, 3rd Floor Mittal
Tower – ‘A’ Wing Opp. Vidhan BhavanNariman Point, Mumbai 400021 Bandra Kurla Complex, Level 4, Wockhardt Towers, East Wing, Mumbai 400 051.; Nagpur: Shop No. 3 4, Ground Floor, Maharshi Shivpad Complex, Plot No. 262, West
High Court Road, Bajaj Nagar, Nagpur 440 010.; Nasik: S-6, Suyojit Trade Centre, Opp. Rajiv Gandhi Bhavan, Sharanpur Road, Nasik 422 002.; New Delhi: F-126, 12th Floor, Himalaya House, Kasturba Gandhi Marg, New Delhi 110 001.;
Patna: 505, Ashiana Hariniwas Apartments, Dak Bungalow Road, Patna 800 001. ; Pune: 401, Karan Salene, 187, Bhandarkar Road, Pune 411 004.; Rajkot: 528, Star Plaza, 5th Floor, Phulchhab Chowk, Rajkot 360 001.; Raipur: 244,
Rishabh Complex, 2nd Floor, M.G. Road, Raipur 492 001.; Salem: 214 / 215, Second Floor, Kandaswarna Shopping Mall, Sarada College Road, Salem 636 016.; Surat: 404-405, Lalbhai Contractor Complex, Opp. Library, Nanpura, Surat 395
001.; Trichy: Jenne Plaza, Ground Floor, 5/C, 28 Bharathiar Salai, Contonment, Trichy 620 001.; Vadodara: First Floor-Spentha Complex, Opp. Pizza Hut, Near Ambedkar Circle, Race Course, VADODARA-390007.; Varanasi: 4th Floor,
Kuber Complex, Rathyatra Crossing, Varanasi 221 010.; Vijayawada: White House 1st Floor, Room #2 M.G.Road, Vijayawada 520 010.; Visakhapatnam: 204, First Floor, Eswar Plaza, Dwarakanagar, Visakhapatnam 530016.
For any queries, our investor line is available to assist you at 1-800-425 4255 (For MTNL/BSNL landline users only) or 6000 4255 (For non-MTNL/non-BSNL or mobile users,
please prefix the city STD code if calling from a mobile phone) Local call rates apply, from 8 a.m to 9 p.m, Monday to Saturday. Alternatively, you can also e-mail us at
service@templeton.com
KARVY COLLECTION CENTRES
Agra (Uttar Pradesh): 17/2/4, Deepak Wasan Plaza, 1st Floor, Sanjay Place (Behind Holiday Inn), Agra 282 002; Amritsar (Punjab): 72- A, Taylor’s Road, Aga Heritage Gandhi Ground Amritsar 143 001; Anand (Gujarat): F-6,Chitrangana Complex,
Opp:Motikaka Chawl, V V Nagar, Anand-388 001; Aurangabad (Maharashtra): Shop No. 214/215, Tapadiya City Centre, Nirala Bazar, Aurangabad 431001; Bhavnagar (Gujarat): 1st floor, Corporate House, Above Canara Bank, Waghawadi Road,
Bhavnagar - 364001; Bhopal (Madhya Pradesh): Kay Kay Business Centre 133, Zone 1, M. P. Nagar, Bhopal 462 011; Bhilai (Chattisgarh): Shop No.114115, Ground Floor, Dhillon Complex Akash Ganga, Supela, Bhilai 490001; Calicut (Kerala):
II nd floor, Sowbhagya shoping complex, Mavoor Road, Calicut - 673 004; Erode (Tamil Nadu): No. 4, KMY Salai, Veerappan Traders Complex, Opp. Erode Bus Stand, Sathy Road, Erode 638003; Ghaziabad (Uttar Pradesh): 1St Floor,, C-7, Lohia
Nagar,, Ghaziabad - 201 001; Gurgaon (Haryana): Shop no. 18, Ground Floor,, Sector - 14, Opp. AKD Tower, Near Huda Office, Gurgaon - 122001; Jalgaon (Maharashstra): 1, Shresta Apartments, Balirampeth.above naik cycle, Jalgaon - 425 001;
Jamnagar (Gujarat): Sanskruti, 5 Patel colony corner, Opp UTI bank, Jamnagar - 361008; Pondicherry: First Floor, No.7, Thiayagaraja Street Pondicherry 605 001; Ranchi (Jharkhand): Commerce Towers, 3rd Floor, Room no. 307, Beside Mahabir
Towers, Main Road, Ranchi - 834 001; Siliguri (West Bengal): Nanak Complex, Near Church Road, Sevoke Road, Siliguri - 734001; Trivandrum (Kerala): 2nd Floor, Akshaya Towers Sasthamangalam Trivandrum 695 010; Trichur (Kerala): 2'nd
Floor, Brother's Complex,, Near Dhana Laxmi Bank Head Office,, Naikkanal Junction Trichur - 680 001.
CAMS COLLECTION CENTRES
Ajmer (Rajasthan): Shop No.S-5, Second Floor, Swami Complex, Ajmer 305001; Allahabad (Uttar Pradesh): No.7, First Floor, Bihari Bhawan, 3 S.P. Marg, Civil Lines, Allahabad 211001; Amritsar (Punjab): 378 Majithia Complex, First Floor,
M. M. Malviya Road, Amritsar 143001; Asansol (West Bengal): Block – G, First Floor, P. C. Chatterjee Market Complex, Rambandhu Talab, P. O. Ushagram, Asansol 713303; Bareilly (Uttar Pradesh): F-62-63, Butler Plaza, Civil Lines, Bareilly
243001; Durgapur (West Bengal): 4/2, Bengal Ambuja Housing Development Ltd., Ground Floor, City Centre, , Durgapur 713216 ; Faridabad (Haryana): B-49, First Floor, Nehru Ground, Behind Anupam Sweet House, NIT, Faridabad 121001;
Ghaziabad (Uttar Pradesh): 113/6, First Floor, Navyug Market, Ghaziabad 201001; Panjim (Goa): No.108, First Floor, Gurudutta Bldg, Above Weekender, M. G. Road, Panaji 403001; Gorakhpur (Uttar Pradesh): Shop No. 3, Second Floor,
The Mall, Cross Road, A.D. Chowk, Bank Road , Gorakhpur 273001; Guntur (Andhra Pradesh): Door No 5-38-44, 5/1 Brodipet, Near Ravi Sankar Hotel, Guntur 522002; Guwahati (Assam): A.K. Azad Road, Rehabari, Guwahati 781008;
Gwalior (Madhya Pradesh): First Floor, Singhal Bhavan, Daji Vitthal Ka Bada, Old High Court Road, Gwalior 474001; Hubli (Karnataka): 206 207, First Floor, 'A' Block, Kundagol Complex, Opp. Court, Club Road, Hubli 580029; Salem
(Tamil Nadu): No.2, First Floor, Vivekananda Street, New Fairlands, Salem 636016; Jamshedpur (Jharkhand): Millennium Tower, R Road, Room No:15, First Floor, Bistupur, Jamshedpur 831001; Jodhpur (Rajasthan): 1/5, Nirmal Tower, 1st
Chopasani Road, Jodhpur 342003; Karur (Tamil Nadu): No. 904, First Floor, West to Taluk Office, Jawahar Bazaar, Karur 639001; Kota (Rajasthan): B-33 'Kalyan Bhawan, Triangle Part ,Vallabh Nagar, Kota 324007; Kottayam (Kerala): Door
No. IX / 1276, Amboorans Building, Manorama Junction, Kottayam 686001; Meerut (Uttar Pradesh): 108, First Floor Shivam Plaza, Opposite Eves Cinema, Hapur Road, Meerut 250002; Moradabad (Uttar Pradesh): B-612 'Sudhakar', Lajpat
Nagar, Moradabad 244001; Mysore (Karnataka): No.1, First Floor, CH.26, 7th Main, 5th Cross (Above Trishakthi Medicals), Saraswati Puram, Mysore 570009; Panipat (Haryana): 83, Devi Lal Shopping Complex, Opp. ABN Amro Bank,
G.T.Road, Panipat 132103; Patiala (Punjab): 35 New Lal Bagh Colony, Patiala 147001; Rajahmundry (Andhra Pradesh): Cabin 101, D.no 7-27-4, First Floor, Krishna Complex, Baruvari Street, T. Nagar, , Rajahmundry 533101; Shimla (Himachal
Pradesh): First Floor, Opp. Panchayat Bhawan Main gate, Bus Stand, Shimla 171001; Siliguri (West Bengal): No. 8, Swamiji Sarani, Ground Floor, Hakimpara , Siliguri 734401; Tirunelveli (Tamil Nadu): First Floor, Mano Prema Complex,
182/6, S.N. High Road, Tirunelveli 627001; Tirupur (Tamil Nadu): 1(1), Binny Compound, II Street, Kumaran Road, Tirupur 641601
8. For Templeton India Pension Plan - Option Exercise Form
To. The Trustee, Franklin Templeton Mutual Fund TIPP Account Number:
I/We hereby exercise my/our option at the age of 58 (Account number status with 010 are under Growth Plan and 011 are under Dividend Plan)
s Lumpsum Option - Please redeem all units
s Pension Option (Under Dividend Plan only) - I/We would like to receive dividends on the following basis s Monthly s Quarterly s Half-yearly s Annual
s Flexible Option - I/We would like to start a Systematic Withdrawal Plan with a
s Monthly / s Quarterly redemption of Rs. —————— on s 15th of every month / s Last business day of every month
s Combination Option - I/We would like to make a partial redemption of Rs. ——— / ——— Units. On the balance units, I/we would like to
s Receive dividends (for dividend plan investors) on the following basis: s Monthly s Quarterly s Half-yearly s Annual
s Start Systematic Withdrawal Plan with a: s Monthly / s Quarterly redemption of Rs.——— on s 15th of every month / s Last business day of every month
Place: First Applicant Name:
Date: Signature :
For Templeton India Children’s Asset Plan
Name of the beneficiary child Date of birth
(Not exceeding 14 years of age)
Name of the parent/guardian of beneficiary child
Address of the beneficiary child
Pin
Name of the alternate child Date of birth
(Not exceeding 14 years of age)
Name of parent/guardian of alternate child
Address of the alternate child
Pin
Signatures :
First Applicant __________________________________ Second Applicant ________________________________ Third Applicant________________________________
3rd Party declaration – MANDATORY if investments are through funds which are not from the applicant(s) account
Name of the 3rd party who has issued the cheque
Name of first applicant______________________________________________Relationship___________________________________________________________________
I/We hereby declare that I/we have transferred funds or issued cheque/DD/Payorder No._______________________ dated______________________ drawn on (bank name
and branch)_______________________________________________________________________________ towards investment in Franklin Templeton Mutual
Fund, Scheme__________________________________________________________________________in the names as mentioned in the attached application form.
I/ we hereby declare that the amount invested / to be invested by me/ us in the scheme(s) of Franklin Templeton Mutual Fund is derived through legitimate sources and
is not held or designed for the purpose of contravention of any act, rules, regulations or any statute or legislation or any other applicable laws or any notifications, directions
issued by any governmental or statutory authority from time to time.
Signature*_____________________________________________________ Date_____________________________ Place______________________________
* This section must be completed and signed by the person from whose account the subscription payment has been issued
9. FRANKLIN INDIA BLUECHIP FUND (FIBCF) ASSET ALLOCATION PATTERN OF THE SCHEME: ASSET ALLOCATION PATTERN OF THE SCHEME:
INVESTMENT OBJECTIVE Types of Instruments Normal Allocation Types of Instruments Normal Allocation
An open-end growth scheme with an objective primarily to (% of Net Assets) (% of Net Assets)#
provide medium to long-term capital appreciation. Equities Equity 85% Equities and Equity 70% - 100%
ASSET ALLOCATION PATTERN OF THE SCHEME: linked securities Linked instruments,
Debt securities / 15% out of which
Types of Instruments Normal Allocation Money market instruments Large companies 20%-75%
(% of Net Assets)
Note: Debt includes Securitised Debt. Other Indian companies 0%-25%
Equities Above 60%
PLANS AND OPTIONS Foreign securities as 0%-50%
Debt* Upto 40%
permitted by SEBI/RBI
Money market instruments Upto 15% 1. Growth Plan 2. Dividend Plan (with Payout (DP) and Debt securities, Money market 0%-30%
* includes Securitised Debt up to 40% Reinvestment (DR) options) instruments and Cash*
PLANS AND OPTIONS MINIMUM APPLICATION AMOUNT/ NUMBER OF UNITS. # including investments in ADR/GDR/Foreign Securities/FCCBs and any
1. Growth Plan 2. Dividend Plan (with Payout (DP) and Purchase: Rs.5,000 and multiples of Re.1. Additional other instruments as may be permitted by SEBI/RBI upto 50%of the net
Reinvestment (DR) options) Purchase: Rs.1,000 and multiples of Re.1 assets of the scheme, exposure in derivatives upto a maximum of 50%
MINIMUM APPLICATION AMOUNT/ NUMBER OF Repurchase:Minimum of Rs.1,000/- * including securitised debt upto 30%
UNITS. BENCHMARK INDEX PLANS AND OPTIONS
Purchase: Rs.5,000 and multiples of Re.1. BSE Sensex, MSCI India Value 1. Growth Plan 2. Dividend Plan (with Payout (DP) and
Additional Purchase: Rs.1,000 and multiples of Re.1.
NAME OF THE FUND MANAGER(S) Reinvestment (DR) options)
Repurchase:Minimum of Rs.1,000/-
Dr. J. Mark Mobius MINIMUM APPLICATION AMOUNT/ NUMBER OF
BENCHMARK INDEX
EXPENSES OF THE SCHEME UNITS.
BSE Sensex
i) Load Structure Purchase: Rs.5,000 and multiples of Re.1. Additional
NAME OF THE FUND MANAGER(S) Purchase: Rs.1,000 and multiples of Re.1
Entry Load Nil
Anand Radhakrishnan Roshi Jain (dedicated for Repurchase:Minimum of Rs.1,000/-
Exit Load In respect of each
investment in Foreign Securities) BENCHMARK INDEX
purchase of Units - 1%
EXPENSES OF THE SCHEME if the Units are BSE 200
i) Load Structure redeemed/switched-out NAME OF THE FUND MANAGER(S)
Entry Load Nil within one year of Dr. J. Mark Mobius assisted by Chetan Sehgal, Vikas
allotment. Chiranewal (dedicated for investment in Foreign Securities)
Exit Load In respect of each purchase
of Units - 1% if the Units ii) Recurring expenses (Actual 2.33% EXPENSES OF THE SCHEME
are redeemed/switched-out Expenses for the financial
i) Load Structure
within one year of year ending March 2009)
Entry Load: Nil
allotment.
PERFORMANCE OF THE SCHEME: AS OF JULY 31, 2009 Exit Load: In respect of each purchase
ii) Recurring expenses 1.91%
Compounded Scheme Benchmark Benchmark of Units - 1% if the Units are
(Actual Expenses for the
Annualised Returns(%) Returns(%) Returns(%) redeemed/switched-out
financial year ending
Returns BSE Sensex MSCI India within one year of allotment.
March 2009)
Value ii) Recurring expenses 2.04%
PERFORMANCE OF THE SCHEME: AS OF JULY 31, 2009 (Actual Expenses for the
Compounded Scheme Benchmark Last 1 year 12.59% 9.16% 21.10% financial year ending
Annualised Returns Returns (%) Returns (%) Last 3 years 19.37% 13.39% 19.60% March 2009)
Last 5 years 26.20% 24.80% 28.55%
Last 1 year 21.01% 9.16%
Since inception 19.49% 12.49% N.A PERFORMANCE OF THE SCHEME: AS OF JULY 31,
Last 3 years 16.62% 13.39%
2009
Last 5 years 26.52% 24.80% Inception Date: September 10, 1996
Since inception 26.26% 10.47% Compounded Scheme Benchmark
YEAR-WISE RETURNS FOR THE LAST 5 FINANCIAL YEARS Annualised Returns Returns (%) Returns (%)
Inception Date: December 1, 1993
Last 1 year 5.76% 9.18%
YEAR-WISE RETURNS FOR THE LAST 5 FINANCIAL YEARS
Last 3 years 16.89% 14.39%
Last 5 years N.A. N.A.
Since inception 13.94% 9.99%
Inception Date: May 18, 2006
YEAR-WISE RETURNS FOR THE LAST 5 FINANCIAL
YEARS
Past performance may or may not be sustained in future.
Based on Dividend Plan NAVs. Bonus is adjusted and
Past performance may or may not be sustained in future. dividends declared are assumed to be reinvested
Based on Growth Plan NAVs. Bonus is adjusted and dividends
declared are assumed to be reinvested TEMPLETON INDIA EQUITY INCOME FUND (TIEIF)
INVESTMENT OBJECTIVE
TEMPLETON INDIA GROWTH FUND (TIGF)
An open-end diversified equity fund that seeks to provide a
INVESTMENT OBJECTIVE combination of regular income and long-term capital
Past performance may or may not be sustained in future.
An open-end growth scheme with the objective to provide appreciation by investing primarily in stocks that have a
Based on Growth Plan NAVs.
long-term capital growth to its unitholders. current or potentially attractive dividend yield.
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