If the Call/Put/Pre-Refund corporate action (used in the previous mandatory call example ) is at the discretion of the holder of the security, or pertains to a specific holder, you set up the corporate action with the Mandatory/Voluntary Indicator set to Voluntary. See the
The following figure .
Figure 56: Create Callshows the Create Calls/Puts/Refund Panelpanel.
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Then, set up the voluntary corporate election, and specify a value in either the Elected Shares, or Elected Shares Percent field, to indicate the amount of shares participating in the event. In the following example, the issuer is calling 500,000.00 Par (uses Elected Shares) of the bond from a Position Quantity of 10,000,000.00. See the
The following figure .
Figure 57: shows the Add Voluntary Corporate Action Election Panel – panel's Add Entity Election Detail Tabtab.
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