Corporate Actions

Data on This Page

Five corporate action events (HSBA dividend, NESN rights issue, AAPL stock split, DB merger, BP dividend) each showing type, description, number of accounts affected, deadline and status (Pending, Election Required, or Processed), alongside totals for elections required and accounts affected this week.

What This Agent Does

Captures mandatory and voluntary corporate action feeds, automatically applies mandatory events like splits and cash dividends to affected positions, and surfaces voluntary/elective events — mergers, rights issues — that need an advisor or client decision before a deadline, tracking accounts affected and time remaining so elections aren't missed.

Worked Examples

• The DB merger cash/stock election affects only 5 accounts but is due Aug 9, 2026 — the nearest deadline in the queue, flagged as most urgent.
• AAPL's 4-for-1 stock split touches 156 accounts and is mandatory — the agent applies the split ratio automatically without requiring any election.
• NESN's 1-for-10 rights issue at CHF 82.00 affects 8 accounts with a Aug 18 deadline — the agent notifies advisors on those accounts to capture subscribe/lapse/sell-rights decisions before expiry.