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      Purchase Options at Franklin Templeton Investments

      You are partnering with a world leader in investment management solutions and services.

      We are proud to offer you and your clients a choice of over 80 funds and portfolios covering 54 distinct mandates that are diversified by asset class, geographic region, investment style, market capitalization and risk tolerance. We are also proud to provide each of these solutions across a wide range of series that best meet your clients' needs.

      We have developed this purchase option tool to help you determine the appropriate purchase option for your clients and to give you an illustration of how you may be compensated.

      How to use the Franklin Templeton Investment Options Calculator

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      Purchase Options Calculator

      We have developed this purchase option tool to help you determine the appropriate purchase option for your clients and to give you an illustration of how you may be compensated.

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        How to use the Franklin Templeton Investment Options Calculator

        You will be asked a series of questions related to your client's purchase. The calculator will determine the initial sales commission and trailers you will receive over the term of your client's investment. Once all questions have been answered, the calculator will provide you with a summary of your estimated revenue.

        Example: John Smith, Series A, Front Load, $100,000 Purchase, Bond Fund, 5% Initial Sales Commission, Over 15 Years and a 5% Estimated Annual Rate of Return.

        Result:
        You would earn an estimated Initial Sales Commission of $5,000.00 at the time of purchase.
        You would earn an estimated total Trailer Commission of $10,249.82.
        For an estimated total revenue of $15,249.82

        John Smith’s sample Purchase Option Result

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