1 / 14

Purchase through 3 rd party distributor website

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

elias
Download Presentation

Purchase through 3 rd party distributor website

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Purchase through 3rd party distributor website

  2. 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

  3. 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)

  4. 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

  5. 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

  6. Step 1 – Terms & Conditions • Investor needs to accept the website T&C to proceed further

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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)

  14. Thank You

More Related