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Purchase through 3 rd party distributor website

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Purchase through 3 rd party distributor website. Objective. To facilitate existing and new (prospective) investors to purchase FT schemes through 3 rd party distributor website Project was designed by TA and launched in conjunction with Legal and compliance

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Presentation Transcript
objective
Objective
  • To facilitate existing and new (prospective) investors to purchase FT schemes through 3rd
  • party distributor website
  • Project was designed by TA and launched in conjunction with
    • Legal and compliance
    • FTT India TA systems
  • Benefits
  • Existing Investors need not visit our branch to submit purchase requests
  • Investor need not have a secure login in our website to purchase units from our schemes
  • Common application form with pre-filled broker code for new investors
distributor website setup
Distributor Website Setup
  • Promote this facility to the distributors
  • Given below are the links which the distributors can use to give a link in their website
    • Existing investor (online purchase)

https://www.franklintempletonindia.com/india_app/Investors/InvestOnline/InvOnlineBrkTrans.asp?arncode=XXXX

    • New Investor (CAF with pre filled advisor code)

https://www.franklintempletonindia.com/india_app/Investors/InvestOnline/InvOnlineDistViewDocument.asp?arncode=XXXX

Note: XXXX in the above link is a variable value which needs to be replaced with the actual

broker code (for example ARN-0000)

new investors
New Investors
  • First time FT investors can select the option ‘Invest Now’ under New Investors
  • This link would open a common application form which would be pre-filled with the
  • respective ARN code; Investors need to then submit the duly filled form to any of our ISCs
  • for processing
existing investors getting started
Existing Investors – Getting started
  • Investors need to click on ‘Invest now’ under Existing investors
  • Investors would now be directed to our website (next slide) where they can purchase FT funds
  • in 6 easy steps
step 1 terms conditions
Step 1 – Terms & Conditions
  • Investor needs to accept the website T&C to proceed further
step 2 verification
Step 2 - Verification
  • Investor has to enter customer folio / account number and first holder / guardian PAN
  • We would not allow channel partner investors and USA address escrow marked folios
  • beyond this step
step 3 fund selection
Step 3 – Fund Selection
  • Investors can choose to invest in a scheme where they have already invested or a new
  • scheme or NFO scheme
  • Funds list would be displayed based on fund category

Offer document - Mandatory

step 4 purchase
Step 4 - Purchase
  • Investors need to enter the amount and select the bank from where direct debit has to be
  • made

Direct debit banks

  • Investors need to enter the amount and select the bank from where direct debit has to be
  • made
step 5 purchase confirmation
Step 5 – Purchase confirmation
  • In this step, an investor can verify his purchase request
  • When the investor clicks on ‘confirm’, we would direct him to the bank website via
  • bill desk
step 6 bank website
Step 6 – Bank Website
  • Investor need to login to their respective bank website and authorize direct debit
  • Sample login screen of HDFC bank given below
payment confirmation
Payment Confirmation
  • Upon successful payment confirmation, we would display the payment confirmation details in
  • our website

1. Option to print this page

2. Existing account # would be displayed here for additional purchase

3. Existing folio number

4. Reference number

important points
Important Points
  • If there is an email id registered with us, then
    • Purchase transaction confirmation e-mail would be triggered immediately
    • E-statement would be triggered after processing (for e-statement opted investors)
  • If there is no email id registered, then we would follow the regular process of sending
  • physical account statement
  • If the investor has opted for mobile alerts, we would trigger a purchase confirmation
  • SMS after processing the purchase
  • Currently this setup would only allow purchase of units in FT schemes; We are also
  • evaluating the option for providing other financial transactions including SIP registrations,
  • switch requests etc
  • This process is in no way connected to our online advisor access (DPIN)
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