Application Forms

Investor Forms

You will find below Application Forms and Bank Transfer Forms for our Luxembourg registered 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 PDF English PDF French PDF German
Retail Application Form PDF (920k) PDF (920k) PDF (820k)
Franklin Templeton Shariah Funds
Documents PDF English PDF French PDF German
Retail Application Form PDF (1.5mb)
Investor Dealing Forms
Documents PDF English PDF French PDF German
Purchase/Sell/Switch Form PDF (<200k) PDF (<200k) PDF (<200k)
Change Dealer Form PDF (<200k) PDF (<200k) PDF (<200k)
Change Address Form PDF (<200k) PDF (<200k) PDF (<200k)
Change Bank Form PDF (<200k) PDF (<200k) PDF (<200k)
Change Name Form PDF (<200k) PDF (<200k) PDF (<200k)
Change Dividend Option Form PDF (<200k) PDF (<200k) PDF (<200k)
Transfer Form PDF (<200k) PDF (<200k) PDF (<200k)
Power of Attorney Form PDF (<200k) PDF (<200k) PDF (<200k)
FTIF Payment instructions PDF (<200k)
Tax Residency Self-certification Forms
Documents PDF English PDF French PDF German
Form for Controlling Person PDF (<200k) PDF (<200k) PDF (<200k)
Form for Entities PDF (<200k) PDF (<200k) PDF (<200k)
Form for Individual PDF (<200k) PDF (<200k) PDF (<200k)

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