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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.
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As markets pass through various cycles, the asset allocation of the funds within your portfolio can shift away from the balance you and your investment advisor originally chose. Franklin Templeton's Automatic Rebalancing Service is an easy and flexible way to maintain the asset allocation you want.
A key benefit of this service is that you do not need to constantly send instructions to your advisor to rebalance your investment portfolio. Regular rebalancing can also help to maintain the long-term risk profile you prefer and may lead to better results over time.
Start by completing an Automatic Rebalancing Service form with your investment advisor. You will need to provide the following information:
To take advantage of this service from Franklin Templeton Investments, and for more information on how it can help you achieve your long-term investment goals, please speak to your investment advisor today.