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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.
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.
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Common Reporting Standard (CRS) was introduced to help governments around the world combat tax evasion and protect the integrity of tax systems.
CRS requires financial institutions to report details of all non-registered, foreign-held accounts to the tax authorities in the investor’s country of residence. This impacts all non-registered accounts held by investors who live outside of Canada—including accounts owned by individuals, companies, trusts or foundations.
Effective July 1, 2017, we require a self-certification form for all non-resident accounts held by investors who reside in foreign countries. The form tells us which country the investor lives in for tax purposes.
If you’re a tax resident of a jurisdiction other than Canada or the United States, complete the following form and send it to your advisor. (This same form can also be found in the ‘FATCA & CRS Self-Certification Form’ section of this page.)
RC518 - Declaration of tax residence for individuals or RC519 - Declaration of tax residence for entities