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Franklin Templeton Forms (Luxembourg Umbrellas)

You will find below various forms for our Franklin Templeton funds.

For our investors we have published the Application Form user-guide which provides explanatory notes to assist you in completing the Application Form.

Franklin Templeton Investment Funds
Documents English French German
Retail Application Form PDF English  PDF French  PDF German 

 

Franklin Templeton Shariah Funds
Documents English German
Retail Application Form PDF English  PDF German

 

Investor Dealing Forms
Documents English  French  German
Purchase/Sell/Switch Form PDF English  PDF French PDF German
Withdrawal Plan Form PDF English    
Change Dealer Form PDF English PDF French  PDF German
Change Address Form PDF English PDF French  PDF German 
Change Bank Form PDF English  PDF French  PDF German
Change Name Form PDF English  PDF French  PDF German 
Change Dividend Option Form PDF English PDF French PDF German
Transfer Form PDF English  PDF French  PDF German 
Power of Attorney Form PDF English PDF French  PDF German
FTIF Payment instructions PDF English    
Beneficial Owner Declaration Form PDF English  PDF French PDF German 

 

Dealing Guide
Documents English    
Dealing Guide for Intermediaries PDF English     

 

Tax Residency Self-certification Forms
Documents English  French German
Form for Controlling Person PDF English PDF French PDF German 
Form for Entities PDF English  PDF French PDF German 
Form for Individual PDF English  PDF French  PDF German 

Franklin Templeton Forms (Irish Umbrellas)

You will find below various forms for our FTGF funds.

FTGF Global Funds Plc
Document View
Exchange form PDF
Redemption form PDF

Subsequent application form

PDF
Initial application form PDF

 

 FTGF Global Solutions Plc
Document View
Exchange form PDF
Redemption form PDF

Subsequent application form

PDF
Initial application form PDF