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I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
FRANKLIN TEMPLETON INVESTMENTS terms and conditions relating to the use and non disclosure of PORTFOLIO HOLDINGS for Non-U.S. Funds/Non-U.S.Advisers
This Use and Nondisclosure terms and conditions (the “Agreement”) is between Franklin Templeton Investment Management Limited (“FT”) and Recipient, and relates to the release of portfolio holdings information, including but not limited to top contributors and detractors to portfolio performance of one or more non-U.S. domiciled funds that are registered or passported with local regulatory authorities and are sponsored by Franklin Templeton Investments (each a “Fund” and together the “Funds”).1
Recipient agrees that the Holdings Information will be kept strictly confidential, regardless of the Holdings Information form or whether the Holdings Information is marked or identified as proprietary or confidential. Recipient also agrees not to disclose or disseminate the Holdings Information to any third party and to treat the Holdings Information as nonpublic and proprietary, and acknowledges that the Holdings Information constitutes a valuable asset of FT, the Funds and Fund shareholders. Recipient recognizes that adverse consequences may result for Fund shareholders if the Holdings Information is used for inappropriate trading purposes. In addition, FT may reasonably request the Non-U.S Adviser to make available to FT all research produced on the Funds.
Recipient will not:
(i) Purchase or sell any portfolio securities listed in the Holdings Information on the basis of any information contained in Holdings Information;
(ii) Trade against the Funds or knowingly engage in any trading practices that are adverse to FT or the Funds on the basis of the Holdings Information; and
(iii) Trade in shares of any U.S. registered investment company sponsored by Franklin Templeton Investments that is substantially similar to the Fund.
1 FT is acting on behalf of the investment manager of the affiliated business to which the Holdings Information relates.
Affiliated businesses shall include Franklin Resources, Inc. ("FRI") and FRI's subsidiaries, partnerships, joint ventures and related and affiliated business entities (collectively, "Franklin Templeton Investments”), along with FRI-sponsored closed-end and mutual funds (and FRI-sponsored financial products of a similar nature) (these funds and products, collectively, "the F-T Funds”) are known from time to time as “Franklin."
Franklin Real Asset Advisors has been investing globally since 1984 and counts among its clients leading institutions and retail investors from around the world. The team strives to provide investors with an efficient alternative for investing globally in private real estate funds, private infrastructure and real resources funds and listed real estate securities.
As investors in both private as well as public markets, Franklin Real Asset Advisors draws on a comprehensive perspective of global capital flows, investor behavior, and sector trends across markets and regions. Each of the world's three major investment regions—the Americas, Europe, and Asia Pacific—is covered by professionals with experience in the local market, providing cultural perspective and specialised asset class knowledge. Franklin Templeton's worldwide presence provides the private real estate, private infrastructure and real resources, and listed real estate securities investment teams with local support in several areas including legal, tax, compliance, accounting and client service.
Franklin Real Asset Advisors Snapshot: | |
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Established | 1984 |
Style | Multi-sector, multi-region |
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Copyright © 1999-2019. Franklin Templeton Investments. All rights reserved.
This website is intended for Swiss residents.
This website is intended for Swiss residents.
Copyright © 2019 Franklin Templeton Investments. All Rights Reserved.