In the Add Voluntary Corporate Action panel, you can identify the entities that elect to participate in a voluntary corporate action and provide details about their participation. Before you set up entity election details for a voluntary corporate action, you must add the corporate action announcement, setting the Mandatory/Voluntary Indicator field in the announcement panel to Voluntary. You can add voluntary corporate action elections only for announcements that have a Released corporate action status.
To add a voluntary corporate action election:
- From the Reference Desk workspace, click Corporate Actions in the left navigation and then click Mandatory Exclusions>Add Voluntary Corporate Action Election.
You see the Add Voluntary Corporate Action Announcement panel. - In the Query Flag field, select an option from the drop-down list. Valid Options include:
– Effective Date
– Ex Date
– Pay Date
– Sweep Date - Enter a Voluntary Begin Date.
- Enter a Voluntary End Date.
- Optionally, enter any of the additional Fields as described in the Add Voluntary Election fields description section below.
- Click Submit.
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