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Viewing Corporate Actions

You can view and participate in corporate actions from the Corporate Actions tab in the Client Services Message Center. You can view notification of all upcoming corporate actions that may affect you, based on the positions you hold. This means for example, that regardless of whether you hold a stock, option, bond, or SSF position in ABC company, you will receive notification of any and all upcoming corporate actions on ABC stock. We notify you of impending actions up to three months out, and track 14 different types of voluntary and mandatory corporate actions, including dividends, forward and reverse splits, spinoffs and issuances, mergers, name/symbol changes, and a variety of tenders and offers.

To view corporate actions

1. Click Support. The Message Center appears.
2. Click the Corp Actions tab.
3. Each notification is displayed on a separate line along with the View and Edit icons in the Functions column. Do one of the following:

• Click the View icon to display details and a full description of the corporate action.
• Click the Edit icon to open the Voluntary Corporate Action (CA) Election tool, which lets you submit instructions on voluntary corporate actions during an open election period. You can also access Corporate Actions using the Corporate Action Tool, available on the Client Services Tools page.

The following figure shows an example of a corporate action notification.