Corporate Action elections on behalf of end clients

Managing corporate action elections on behalf of end clients can often be a complex process. However, with the right tools and strategies, it becomes a more streamlined and efficient task. 

Within the trading platform, there's a seamless way to conduct bulk elections by navigating to Trading section of the platform. Here, you'll find the "Corporate Actions" module, which is specifically designed to manage and oversee corporate actions.

Within the Corporate Action module, there's a filter option available. This allows you to search for specific events, ensuring that you can quickly locate the relevant corporate action without sifting through unnecessary data. Use the filter feature by following steps (1, 2 & 3) to narrow down your search efficiently. Once the desired corporate action event is located, press on the event details (4) to gain in-depth information.

After reviewing the event details, you can proceed to select the clients for whom you wish to elect (1) and with the clients selected, press on the "elect" button (2).

This action will open the election window, where you can finalize and apply your election choices.

Please note 

The user must have the UserRole.+ Manage Corporate Actions on Hierarchy role to be able to elect on behalf of end-clients.