Corporate Actions

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
    Splits and reverse splits
    Mergers, acquisitions, spin-offs
    Capital increases
  • "Corporate actions" for debt instruments:
    Coupon payments
  • Taxation of corporate actions
  • Risks associated with corporate actions

Target Audience

Financial service professionals who want to understand corporate actions.

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