Monday, May 17, 2010

Franklin Templeton Announces Changes

With effect from 17 May 2010 

With a view to enhance and standardise the services to the investors, the following changes are being made in the existing terms of Systematic Transfer Plan (STP) facility with effect from 17 May, 2010, as detailed below: 

• Franklin Templeton Mutual Fund now introduces an additional frequency of Daily transfer under the Fixed amount option. 

• Under this option, a fixed amount can be transferred from the Source Scheme to the Destination Scheme on every Business Day for both the schemes. 

• In order to start the Daily STP, the minimum account balance in the Source Scheme should be Rs. 15,000. 

• The minimum amount for Daily STP will be Rs.500 per day if the Destination Scheme is equity or a hybrid scheme and Rs.1, 000 per day if the Destination Scheme is a Fund of Funds (FOF) Scheme. The minimum term./duration of Daily STP will be 30 days. 

• Currently the Daily STP will be accepted/registered for a maximum duration of 3 years. 

• Where the start date of the Daily STP is not mentioned, then the start date shall be deemed to be the 8th day from the date of submission of the request at any of the Franklin Templeton ISC/Collection Centers. 

The aforesaid changes shall be applicable only in those schemes/plans in which the STP facility is currently available.