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Forms
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Forms
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Use this form
Invest in a fund.
Application Form
(PDF, 335k)
Each application form is individually numbered. Please download a new form for each application rather than photocopying.
Guide clients in the completion of an application.
Model Application Form
(PDF, 1.3Mb)
Transfer funds from a bank account to Franklin Templeton Investments.
Electronic Funds Transfer Form
(PDF, 62k)
Change your address, phone or other personal information associated with your account.
Change of Details Form
(PDF, 35k)
Switch shares between funds.
Switch Form
(PDF, 121k)
Transfer shares to another account.
Transfer Form
(PDF, 108k)
Sell shares.
Redemption Form
(PDF, 38k)
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