What is ‘KYC’?
KYC stands for “Know Your Customer” set of rules which require all financial institutions, including Franklin Templeton, to identify and verify the identity of its investors in accordance with applicable Anti Money Laundering Laws & Regulations(“AML Regulations”).
Proceed to Start KYC Submission.
Why do we need KYC information and/or documentation from you?
The current AML Regulations impose an obligation on us to maintain appropriate and up to date records for all investors associated with our funds. A periodic review of our records has highlighted that we need to update some KYC information, or obtain new documentation, for the account you hold with us. By ensuring on a periodic basis and with your assistance, that we have the most up to date records, we mitigate a risk of unauthorized transactions and fraudulent attempts on your account.
What types of KYC documents we require from you
- ID documents such as but not limited to passport, driver’s license, Government ID card.
- Proof of address (investors with PO box or C/O address or Investors from South Africa only)
- Birth certificate (Minor Investors only)
What are the supported browsers?*
- Desktop Browsers: Google Chrome, Mozilla Firefox, Apple Safari and Microsoft Edge.
- Mobile/Tablet browsers: Google Chrome, Samsung Internet, and Apple safari.
*Internet Explorer (IE) is not supported as it is getting deprecated and being replaced by Microsoft Edge.
How do I complete the KYC process online?
- Ensure that you have your ID document with photo (passport, driver’s license or Government ID card) at hand. This copy cannot be in black and white.
- For biometric face verification you will be asked to show your face to the online camera to check your presence. Your image will be captured automatically only for verification purposes. Our face verification technology provides optimal identification accuracy and enables us to match the ID copy uploaded against the image captured. This is our recommended option as it speeds up the verification process and eliminates the possibility of you needing to submit further physical hard copy identity documents to us.
- Enter your Case ID received by email/ letter below and click on the “proceed to start KYC submission” button.
- Follow the steps and instructions. You will be navigated through the sections and would be required to provide information and upload documents when prompted. Once you start to submit the documents, please do not click on the browser or device back button or refresh the browser.
- Please note that a session cannot be restored if you quit the online application before completing the process. You would need to start the process again by clicking on the link or scanning the QR code provided to you.
Step-by-Step Guide
For your support you can find here a detailed description of the process for “Adults” and “Minors”.
User Guide for Adults
User Guide for Adults (Dutch)
User Guide for Minors