Mandatory Corporate Actions
In November 2024, we enabled the ability for you to find the details of mandatory corporate actions announced to the market. This can be found online under the 'Corporate actions' tab in the 'Mandatory' section.
New enhancements
We’ve now made it easier to identify clients impacted by corporate actions.When the mandatory corporate action information is available, we’ll publish this information which will move the corporate action to the 'In progress' menu in the 'Mandatory' section. You’ll be able to see how many of your clients are impacted by the event and view a list of them by selecting 'View accounts'. When the corporate action has completed it’ll move to the 'Completed' section where historical corporate actions can be viewed.
You can download a CSV file of your impacted client accounts. Note: investments that are part of an SMA or MDA Model are excluded from this list.
