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Terms of Use Agreement
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This website uses cookies. You can read about the cookies that we use here. Please accept the terms and conditions before continuing:
Terms of Use Agreement
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THIS AREA OF THE WEBSITE IS INTENDED FOR SWEDISH, NORWEGIAN, FINNISH, ICELANDIC AND DANISH PROFESSIONAL AND INSTITUTIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
Portfolio Holdings for Non-US Funds/Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”.
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Franklin Templeton is committed to delivering exceptional client service including resolution of clients complaints in a fair and equitable manner; clients' can file complaints free of charge. The handling of complaints is a high priority in every instance with prompt resolution the ultimate aim. Complaints are opportunities to continuously improve the quality of Franklin Templeton Investment (“FTI”) services and achieve a higher level of client satisfaction.
Click here to access the FTIS Complaints Handling Policy.
With years of experience, each FTI affiliated Investment Manager understands that their proxy voting decisions may affect the value of shareholdings. Each Investment Manager is committed to fulfilling their fiduciary duty to vote proxies in the best interests of their shareholders, and have adopted Proxy Voting Policies and Procedures to serve as a guideline for proxy voting decisions and that detail the process by which such decisions are made. Franklin Templeton's Investment Managers advising UCITS or other Funds have delegated their administrative duties with respect to voting proxies for equity securities to the Proxy Group within Franklin Templeton Companies, LLC (the "Proxy Group"), a wholly owned subsidiary of Franklin Resources, Inc. All proxies received by the Proxy Group will be voted based upon the Investment Managers’ instructions. The Investment Managers exercise their independent judgment in making voting decisions Proxy voting records, which would specify the position taken on proposals, can be requested by shareholders free of charge.
FTI is required to have in place an order execution policy which outlines the steps it takes to achieve the best possible result when it deals with a client order. FTI's Best Execution Policy Overview can be found here (PDF, <200k).
FTI is required to have in place a conflicts of interest policy which outlines the steps it takes to identify and manage any conflicts of interest, which may arise. FTI's Conflicts of Interest Policy Overview can be found here (PDF, <200k).
As duly licensed management company for UCITS and AIF funds FTIS is required to disclose detailed information on its remuneration policy. Such detailed information on its remuneration policy can be found here (PDF, <200k). It includes in particular a description of how remuneration and benefits are calculated, the identity of persons responsible for awarding the remuneration and benefits, including the composition of the compensation committee.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
This website is intended for residents of Sweden, Norway, Finland, Iceland and Denmark.
This website is intended for residents of Sweden, Norway, Finland, Iceland and Denmark.
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