FT PKT --Forms -- 29/8/2023

If a privilege investor of FT wishes to Start SIP through offline Mode, ___ form to be guided.

• APPLICATION FORM FOR EXISTING INVESTORS- FINANCIAL TRANSACTIONS

• APPLICATION FORM FOR EXISTING INVESTORS- NON FINANCIAL TRANSACTIONS

• SIP+E Mandate Form

• Simply walk in to AMC and Invest

If an Existing Investor of FT Wishes to Start SWP Offline ____ form to be guided.

• APPLICATION FORM FOR NEW INVESTORS - NON FINANCIAL TRANSACTIONS

• APPLICATION FORM FOR EXISTING INVESTORS - NON FINANCIAL TRANSACTIONS

• APPLICATION FORM FOR EXISTING INVESTORS - FINANCIAL TRANSACTIONS

• APPLICATION FORM FOR NEW INVESTORS - FINANCIAL TRANSACTIONS

Stand Alone KYC is possible by Visiting Near By FT AMC.

• TRUE

• FALSE

Non Individual Investors can opt for maximum 3 Nominees.

• TRUE

• FALSE

During Minor To Major Procedure, Nominees will be chosen by Guardian.

• TRUE

• FALSE

If Investor is willing to register Mobile Number and Email id together in the folio ____ to be guided.

• EMAIL ID MOBILE NO. REGISTRATION FORM

• NON FINANCIAL TRANSACTION FORM

• EMAIL ID MOBILE NO. UPDATION FORM

• ONLINE POST LOGIN OPTION

For any changes/updations/modifications in Name, Investor can directly do through Online process.

• TRUE

• FALSE

In case of death of 2nd and 3rd holder of the Folio, ___ to be guided.

• Creation of New folio

• REQUEST FOR TRANSMISSION OF UNITS - FORM T1

• REQUEST FOR TRANSMISSION OF UNITS - FORM T3

• DELETION FOR TRANSMISSION OF UNITS - FORM T1

C - KYC can be processed online by visiting www.franklintempletonindia.com

• TRUE

• FALSE

While filling C- KYC Form if Prefixs are missing the same will be accepted and matched as per the Proof of Identity submitted.

• TRUE

• FALSE