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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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Purchase through 3 rd party distributor website

Purchase through 3rd party distributor website


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)


Thank you

Thank You


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