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To request any of the following forms and user guides, please contact your Franklin Templeton representative. Alternatively you can "Contact Us"

  • Franklin Templeton Investment Funds – Retail Application Form
  • Franklin Templeton Investment Funds – Institutional Application Form
  • Purchase/Sale/Switch Form
  • Change of Dealer Form
  • Change of Address & Contact Details Form
  • Change of Bank Details Form
  • Change of Name Form
  • Change of Dividend Option Form
  • Transfer Form
  • Power of Attorney Form
  • Tax Residency Self-certification Form for Individual
  • Tax Residency Self-certification Form for Entities
  • Tax Residency Self-certification Form for Controlling Person

To request a copy of the Dealing Guide for Intermediaries, please contact your Franklin Templeton representative.

  • Prospectus
  • Annual Report
  • Semi-Annual Report
  • Consolidated Articles of Incorporation

For our investors we have published user guides which provide explanatory notes on their statements.

  • Dividend User Guide
  • Periodic Statement User Guide
  • Remittance Advice User Guide
  • Transaction Confirmation User Guide
  • Valuation User Guide
  • Initial Commission User Guide
  • Retrocession Commission User Guide
  • Combined Trial and Retro User Guide