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This document provides detailed information about various investment schemes offered by Franklin Templeton Mutual Fund, including their objectives, asset allocation, performance, and application procedures
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How to fill out Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form
01
Obtain the Key Information Memorandum (KIM) and Common Application Form from the Franklin Templeton website or your financial advisor.
02
Read the KIM thoroughly to understand the fund's objectives, risks, and expenses associated with the investment.
03
Fill out the Common Application Form with your personal details including name, address, contact information, and PAN (Permanent Account Number) in the required fields.
04
Choose the type of investment (e.g., lumpsum or SIP) and specify the amount you wish to invest.
05
Provide KYC (Know Your Customer) details if you are investing for the first time, including identity proof and address proof.
06
Review the form to ensure all information is accurate and complete.
07
Submit the completed form along with any required documents to a designated Franklin Templeton location or through your financial advisor.
Who needs Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
01
Individuals looking to invest in Franklin Templeton Mutual Funds and need to understand the specifics of their investment options.
02
Anyone required to complete the KYC process for would-be investors who want to start a mutual fund investment with Franklin Templeton.
03
Financial advisors assisting clients with investments in Franklin Templeton mutual funds.
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What is Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
The Key Information Memorandum (KIM) is a document that provides essential information about a mutual fund scheme, including its investment objectives, risks, and expenses. The Common Application Form is used by investors to apply for mutual fund units.
Who is required to file Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
Any individual or entity looking to invest in Franklin Templeton Mutual Fund schemes is required to fill out the Common Application Form along with reviewing the Key Information Memorandum.
How to fill out Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
To fill out the form, investors must provide personal information, select the mutual fund scheme, indicate the investment amount, and sign the declaration. It is recommended to read the KIM thoroughly before completing the application.
What is the purpose of Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
The purpose of the KIM is to inform investors about the mutual fund's essential features, while the Common Application Form is used to facilitate the investment process in the mutual fund.
What information must be reported on Franklin Templeton Mutual Fund - Key Information Memorandum and Common Application Form?
The KIM must report details like the investment objective, risk factors, performance history, and fees, while the Common Application Form requires personal information, investment preferences, and financial details of the investor.
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