Professional Documents
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INDIVIDUAL INVESTORS*
Personal Details
Name of Guardian
Email address
Submission of PAN with proof and completion of KYC formalities for all holders is mandatory for Purchases and Switches
(including Systematic Transfer Plans & Dividend Transfer Plans) of any value.
Account Details
If you would like to tag additional accounts to your Folio, please provide a list of such Account Numbers below. All
accounts listed below will be consolidated into the above said Folio and then tagged to your online account. Only
accounts with the same names of all holders/guardian, number of holders, order of holding, holding type, social status,
address, PAN and Account Source can betagged to one folio and HPIN.
Alternatively, you can consolidate multiple folios into one, subject to the above mentioned criteria, at any time.
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(Please attach additional sheets duly signed, if the above space is not adequate)
I/we confirm and declare that I/we have read and understood the "Terms & Conditions of HPIN usage and online
transactions" and also the "Disclaimer & Terms and Conditions" as posted on the Website
www.franklintempletonindia.com. I/ we agree and shall abide by the norms, Terms & Conditions of HPIN usage and online
transactions, and agree not to hold Franklin Templeton Investments responsible for any actions relating to the use of the
HPIN Facility.
*Note: Use this form if you are applying as an individual or NRI investor.
# For any queries, our investor line is available to assist you at 1-800-425-4255 or 60004255 (if calling from a mobile phone,
please prefix the city STD code; local call rates apply for both numbers) from 8 a.m to 9 p.m, Monday to Saturday. Alternatively,
you can also e-mail us at service@templeton.com