Franklin Templeton Mutual Fund Switch Form

Franklin Templeton Mutual Fund Switch Form

What is process to switch in/out in Franklin Templeton Mutual Fund Mutual Funds?

Click here to download Franklin Templeton Mutual Fund Switch Form

The process is very simple to Switching in Franklin Templeton Mutual Fund Schemes. Just download above Franklin Templeton Mutual Fund Switch Form, Fill it up and submit it to the Distributor / Broker of mutual funds or Franklin Templeton Mutual Fund Company or the Registrar of Franklin Templeton Mutual Fund.

Steps to follow while filling Switch Transaction Application Form:

1. Download above Franklin Templeton Mutual Fund Switch Form and print it on A4 Page.

2. Fill up following details:

o Applicants Name

o Mutual Fund Company Name:

o Folio No:

o Investor Name:

o From Scheme /Plan /Option:

o To Scheme / Plan / Option

o Amount / Units to Switch

o Pan Nos:

o Sign it.

3. Now submit this Switch Form to Distributor / Broker or Franklin Templeton Mutual Fund House or Registrar of Franklin Templeton Mutual Fund.

4. To track the status of your Switch Application form, keep copy of Switch Form and the Acknowledgement Slip.

5. After submitting your request it takes approximately 1-2 working days to switch in/out your Franklin Templeton Mutual Fund Scheme.

6. Also you can send the Switch Form/Slip to below mentioned address to do the needful.

Sanriya Investment Advisors Pvt. Ltd. 968/1, Senapati Bapat Road, Opposite Ratna Memorial Hospital, Between ATM of PNB and Vidya Sahakari Bank, Pune 411016, Contact: 9822403407 / 9371011297.

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