Corporate Actions

Reference:

Technical training

Securities

Webinar

Incompany

1 day

The importance and complexity of corporate actions are often underestimated. When corporate actions are not performed correctly, they can result in significant losses. This course examines various aspects of corporate actions with the objective of providing participants with a good understanding of corporate actions and how they are processed.

Course Content

What are corporate actions?
Types of corporate actions
Different players involved in processing corporate actions
Standards for corporate actions
Corporate actions for equities (among others):
Annual and extraordinary general meetings of shareholders (AGM & EGM)
Proxy voting
Dividends
Splits and reverse splits
Exchanges
Mergers, acquisitions, spin-offs
Capital increases
"Corporate actions" for debt instruments:
Coupon payments
Conversions
Drawings
Redemptions
Taxation of corporate actions
Risks associated with corporate actions

Target Audience

Financial service professionals who want to understand corporate actions.