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Franklin Quotential Portfolios

BESTFITTM Questionnaire

To start, please select one of the following options

Start the Questionnaire

Select this option to determine which Franklin Quotential Portfolio is best suited to your tolerance for investment risk and your investment timeline.

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Generate a Personalized Report

Select this option to skip the questionnaire and create a personalized Investment Policy Statement for any Franklin Quotential Portfolio.

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Investment Profile 1 of 3

Please select the option that best matches your investment situation today.

  1. When do you expect to start drawing an income from this investment (i.e., stop saving and start spending)?

  2. What is your approximate annual household income?

  3. Today, what proportion of your household income should come from savings and investments?

Investment Profile 2 of 3

Please select the option that best matches your investment situation today.

  1. Assuming normal market conditions, what would you expect from this investment over time?

  2. How much of a decline in your assets could you tolerate in any given year?

  3. If your investments lost money, how long would you be willing to wait to recover?

Investment Profile 3 of 3

Please select the option that best matches your investment situation today.

  1. Where would you prefer to invest the majority of your money?

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Based on your answers to the Questionnaire, the Portfolio most suited to your risk tolerance, investment time horizon and expected returns is Franklin Quotential Portfolio.

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Franklin Quotential offers a wide range of investment solutions, designed to align with your needs.

Generate an Investment Policy Statement

The Investment Policy Statement provides you with a comprehensive overview of your Portfolio illustrating the underlying holdings and levels of diversification that would apply to your account.

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Disclosures

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The investment questionnaire is to be used as a guide only and is not a replacement for investment advice.

The investment policy statement provides general guidelines for managing your investment portfolio. It is to be used as a tool to assist in selecting a portfolio which best suits your client's investment objective. The quality of this policy statement depends on the accuracy of the information provided and on the assumptions used in the investment plan. Any information provided on this investment policy statement should be reviewed and analyzed. Investment professionals should take into account all information about a client that is required to assess the total financial needs. This statement is intended to be a guide only. No investment advice is being provided by Franklin Templeton Investments.

Franklin Templeton Investments assumes no liability for damages or losses incurred as a result of the recommendations contained in the investment policy statement. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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