The total number of shares eligible for a voluntary corporate action election is based on the following criteria:

If the ex-date (effective date) is in the future the eligible position will be either…

IBKR Australia operates under a custodial model meaning ASX shares are held in direct nominee's custody. ASX corporate action requests/votes are all submitted via our custodian, BNP Paribas. Please note that this specific request will be processed on best effort basis only, which depends on the registry in its sole discretion, who will determine your eligibility and whether to accept or reject your submission…

Interactive Brokers Australia Pty Ltd (“IB Australia”) has appointed a third party sub-custodian: BNP Paribas Security Services (“BNP”), to hold ASX listed cash equities for the benefit of our clients1. IB Australia ensures that securities acquired on your behalf are recorded in the books and records of BNP in the name of IB Australia’s wholly owned nominee company, Interactive Brokers Australia Nominees Pty Ltd (“IBA Nominees”). IB Australia is responsible for the conduct of IBA Nominees…

IBKR receives information on mandatory actions from a variety of third party sources and will forward the information as received to our clients. It is possible that the information is incomplete, such as when a stock dividend has been declared but the reinvestment price for the additional shares is not known. This could happen in cases where the reinvestment price is based on an average of closing prices over a period…

Please know that IBKR will receive information regarding upcoming mergers from a variety of sources and will provide notification to clients upon receipt.

If an announced merger will contain a voluntary portion whereby the shareholder may elect the allocation, the voluntary portion will be reviewed by IBKR and will be made available through Client Portal. This review period may take several additional days from the initial notification as we look to review the terms of the offer, possible restrictions and our clearing agent's deadlines before making the offer available for election by clients…

To submit a request, please contact Client Services via a support ticket. Requests are considered on a case-by-case basis, subject to review and approval from management. Approval is not guaranteed, and the review process may take up to a week…

In the event an account is short the target security the day prior to the effective date of a subscription rights offering, the account will be allocated a short position in the subscription right security at a rate determined by the terms of the offer…

IBKR receives information regarding announced and effective mandatory and voluntary corporate actions from a number of external sources. The information is then passed on to clients on a best-efforts basis. On mandatory corporate action notifications, we do not review information prior to sending therefore we cannot guarantee the timeliness nor accuracy of the information…

Whether you can transfer international shares with an existing margin loan depends entirely on the transfer method used. IB Australia (IBA) accounts are able to use the below methods that support margin loan transfers:

ACATS (Automated Customer Account Transfer Service)…

An issue change is considered a mandatory corporate action. Clients do not need to take action on mandatory corporate actions. IBKR will process mandatory corporate actions on the effective date, or upon receipt of the new shares or funds from the depository or clearing agent…

A forward or reverse stock split is considered a mandatory corporate action. Clients do not need to take action on mandatory corporate actions. IBKR will process mandatory corporate actions on effective date, or upon receipt of the new shares or funds from the depository or clearing agent…

A merger is considered a mandatory corporate action. Clients do not need to take action on mandatory corporate actions. IBKR will process mandatory corporate actions on effective date, or upon receipt of the new shares or funds from the depository or clearing agent…

IBKR processes calls based on information received from the depository where the position is held. Clients may wish to review the prospectus or refer to the company’s Investor Relations Department for additional information regarding any call action…

This type of action is considered a mandatory action. Clients do not need to take action on mandatory corporate actions. IBKR will process the action on the effective date, or upon receipt of the new funds or shares from the depository or clearing agent…

It is recommended that clients refer to the exchange or clearing house of the option in question for information on how a declared corporate action will impact a derivative position. In general, the exchange or clearing house will publish circulars / notifications which will outline any changes to the derivative contracts…