| Category |
Securities |
| Description |
The importance and complexity of corporate actions are often underestimated. Yet
when corporate actions are not performed correctly, they can result in major losses.
This course examines numerous aspects and types of corporate actions with the
objective of providing participants with a good understanding of corporate actions
and how they are processed. Although in a strict sense corporate actions are limited
to “corporate” instruments (i.e., equities), the course also includes debt instruments
and investment funds. |
| Content |
- What are corporate actions?
- Different players involved in processing corporate actions
- Types of 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
- Taxation of corporate actions
- "Corporate actions" for debt instruments:
Coupon payments
Conversions
Exercising warrants
Drawings
Redemptions
- "Corporate actions" for investment funds
- Cash processing for corporate actions
- Risk associated with corporate actions
|
| Audience |
up to 12 participants |
| Duration |
1
days |
