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CANADIAN INSTITUTIONAL INVESTORS ONLY
THIS SITE IS INTENDED FOR CANADIAN INSTITUTIONAL INVESTORS ONLY. IT IS NOT INTENDED FOR THE GENERAL PUBLIC OR FOR INVESTORS THAT DO NOT RESIDE IN CANADA BY ACCEPTING THIS TERMS OF USE AGREEMENT, YOU CONFIRM THAT YOU ARE ENTITLED, UNDER THE SECURITIES LEGISLATION OF YOUR PROVINCE OF RESIDENCE, TO PURCHASE SECURITIES WITHOUT THE BENEFIT OF A PROSPECTUS BECAUSE YOU ARE (I) AN “ACCREDITED INVESTOR” WITHIN THE MEANING OF NATIONAL INSTRUMENT 45-106 PROSPECTUS AND REGISTRATION EXEMPTIONSAND/OR (II) A “PERMITTED CLIENT” WITHIN THE MEANING OF NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS, EXEMPTIONS AND ONGOING REGISTRANT OBLIGATIONS.
If you are a Canadian resident and seek information on products and services available to the general public, please visit the Franklin Templeton public website at franklintempleton.ca. If you do not reside in Canada, please visit our international websites link for assistance with products and services legally available in your place of residence.
Nothing on this Site shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of that jurisdiction.
Please read the Terms of Use Agreement and indicate your acceptance.
Canada
Applications and Forms
Advisor Forms
| Applications | |
|---|---|
| Form Name | Print Form |
| Combined Application Form Non-Registered Plan Retirement Savings Plan (RSP) Spousal RSP Locked-in Retirement Account (LIRA) Locked-in Retirement Savings Plan (LRSP) Retirement Income Fund (RIF) Spousal RIF Life Income Fund (LIF) Locked-in Retirement Income Fund (LRIF) Restricted Locked-in Retirement Savings Plan (RLSP) Restricted Life Income Fund (RLIF) |
|
| TFSA Application Form | |
| RESP Application Form Use this form to open one of the following types of Registered Education Savings Plans: Family Plan Individual Plan |
|
| Franklin K2 Multi-Strategy Alternatives Fund Offering Memorandum | PDF (Sign in to view) |
| Franklin K2 Multi-Strategy Alternatives Fund Subscription Agreement | PDF (Sign in to view) |
| Franklin K2 Multi-Strategy Alternatives Fund Subscription Agreement: For Discretionary Managed Accounts Managed by a Portfolio Manager | PDF (Sign in to view) |
| Service | |
|---|---|
| Form Name | Print Form |
| Administered Fee Service (ADM) Acknowledgement Form (Advisor Form) | PDF (Sign in to view) |
| Automatic Rebalancing Service (ARS) | |
| Contact Information Change Form | |
| Dollar Cost Averaging Instruction/Enrollment Form | |
| General Transaction Form | |
| Franklin Templeton Pre-authorized Chequing Agreement Form | |
| Series O/OT Advisory Services Fee Acknowledgement Form | PDF (Sign in to view) |
| Simplicity Pricing Account Linking Form | PDF (Sign in to view) |
| Simplicity Pricing Registered Representative Acknowledgement of Portfolio Management Registration | PDF (Sign in to view) |
| Transfers & Payments | |
|---|---|
| Form Name | Print Form |
| Transfer Authorization for Registered Investments (TARI) | |
| Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on Breakdown of Marriage or Common-Law Partnership | |
| Spousal Consent / Waiver for Transfers to a Life Income Fund | |
| RESP Withdrawal Form | |
| Return of Capital (ROC) Distribution Change Form | |
| Registered Income Plan Payment Form | |
| Manitoba Form 5A | |
| British Columbia Form 3 | |
| Saskatchewan Form 1 | |
| Federal Form 2 | |
| RESP Transfer Forms | |
| Registered Education Savings Plan (RESP) Transfer Form Part A – Additional Beneficiaries: |
|
| Registered Education Savings Plan (RESP) Transfer Form Annex 1 – Subscriber request |
|
| Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESP) | |
| Supporting Government Forms | |
|---|---|
| Form Name | Print Form |
| Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Application (HRSDC SDE 0093) |
|
| Annex A: Additional Beneficiaries (HRSDC SDE 0093-A)(06-13) | |
| Annex B: Primary Caregiver or Their Spouse and/ or Custodial Parent/ Legal Guardian (HRSDC SDE 0093-B)(06-13) | |
| Annex C: Saskatchewan Advantage Grant for Education Savings (SAGES) (ESDC SDE 0093-C) | |
| Annex D: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D) | |
Application & Forms
Main Topics
- Applications and Forms
- Supporting Legal Documents
- Non-Resident Tax Forms
- PFIC Annual Information Statements
- ITF Policy
