Features of

ONLINE ACCOUNT ACCESS

INTRODUCTION

As an investor, we understand that the two key factors that contribute to a successful investment process are getting real-time account information and having the ability to carry out transactions in a seamless manner. With our online account access, you can now access your account information on a real time basis - 24 hours a day at the click of a mouse and also perform any transaction on your accounts (subject to completion of documentary requirements). You will be able to access a host of information including account statements, dividend and transaction history.

Key features of online account access:

Buy, redeem and switch units online, which means you can transact in a quicker and more convenient manner

View, print or email your account statement, capital gain statement, dividend history, portfolio valuation & transaction details

Register for systematic investment plan (SIP), systematic transfer plan (STP) or a systematic withdrawal plan (SWP)

Register for Easy Mobile through our website– to receive SMS alerts for your transactions and NAV alerts via SMS

View your SIP/SWP/STP transactions including processed and to be processed with payment details

Add / Remove accounts to your family portfolio using “username”

Here, we provide a quick preview of the facilities and online features available on our website

MY PORTFOLIO

The landing page once you successfully login is “My Portfolio”. The various facilities available under the ‘My Portfolio’ section

1. View Portfolio

View your portfolio details including current value, investment amount, available units etc

2. Account Statements

View transaction history as well account statement online

Download account statement in PDF format or have it sent to your registered email id

Quick links to Buy, Redeem & Switch at a fund level

3. Dividend Details

View dividend payout details in the ‘My dividends’ tab

4. Redemption Details

View redemption paid details in the ‘My redemptions’ tab

5. SIP query

View details of special products (SIP / STP/ SWP) including processed and to be processed installments with payment details

MY TRANSACTIONS

The various facilities available under the ‘My Transactions’ section are

1. Buy

Buy additional units in your existing fund or invest in a new fund

You may pay for online purchase via net banking or using your VISA debit cards

2. Redeem Units

Redeem or withdraw specific number of units/amount from your account, which are free for redemption

3. Switch

Switch from an existing fund to another existing fund or new fund

4. Systematic Investment Plan (SIP)

Start your systematic investments completely online

5. Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Dividend Transfer Plan (DTP)

Register for your SWP, STP and DTP requests online

6. Pending Transactions –

View the list of pending financial transactions that were done through the website

MY PROFILE

Under this option, you can

1. Change phone / mobile number, email id

2. Register for family access

3. Change your password

Change your secret Question & Answer; If you forget your password or lock your username, you can use this answer to reset your password or unlock your username online

FAMILY PORTFOLIO

1. ‘View’ the portfolio of your family investments

2. ‘Add’ or ‘Remove’ accounts from the Family Portfolio view

Add Accounts

Please follow the below steps to add accounts into your family portfolio:

1. The family member (customer folio / account holder) has to login to our website using their username and password

2. He/she has to register for the family access under “My profile” section and give you access

3. After access has been provided by the family member, you can enter the username and the account number of the family member, whose account you wish to view

Remove Accounts

To remove accounts/folios from your family portfolio, please follow the below steps

1. Select type of access

2. Select the account/folio number which you would like to remove

3. Click ‘Remove’

SUBSCRIPTIONS

Subscribe/unsubscribe to a host of information including NAV details, news update, weekly market view, portfolio valuation and account statement

NOTIFICATIONS

• Request for a one time mail back for any of the reports given below for a particular account number or for all funds

• Select the service for which you would like to receive notification on, such as portfolio valuation, account statement, capital gains statement, transaction details and dividend details.

EASY SERVICES

• Franklin Templeton Easy Mobile – Register to receive SMS transaction alerts

• NAV Alerts SMS – Subscribe online to receive daily / weekly/ monthly SMS NAV alerts for any three Franklin Templeton funds of your choice

LOGOUT

• This option is for logging out from your user name and password

• Always click on log out to come out of your user name and password

• Please do not close the screen without logging out properly – doing so would make your username inactive for 30-40 minutes

Frequently Asked Questions (FAQs)

Please do refer to the FAQs section of our website for queries that you may have with reference to online access.

http://www.franklintempletonindia.com/en_IN/investor/footer/help/faqs

We hope that you would find the experience to be an exciting one.

For queries, please email us at service@templeton.com or call us at 60004255 or 1800-425-4255 (Local call rates apply) from 8.a.m. to 9.p.m., Monday to Saturday.