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.
In order to make a request for a shareholder Meeting Registration or AGM physical attendance for an ASX listed company, you will need to submit a ticket via the Message Centre in the Client Portal. The minimum fee will vary based on the request option:
Two options for Shareholder Meeting Registration
- Attend the meeting and submit the vote during meeting (Fee: AUD 550 - GST inclusive)
- Attend the meeting and submit the online proxy vote before the meeting (Fee: AUD 770 - GST inclusive)
All fees for such requests are non-refundable.
All required information and documentation must be provided to us at least 4 business days. This is to allow enough time to for our agent to complete their required review and approval process.
Please ensure you create a ticket via the Message Centre under the category: Account Services > Sub topic: Proxy/Shareholder Meetings with ALL the following information to avoid any delays or failure for submission:
Ticket Subject: AGM Physical Attendance Request for ASX stock (ticker symbol)
- Please confirm you agree to the fee below.
- Attend the meeting in person and submit the vote during meeting (AUD 550 - GST inclusive); OR
- Attend the meeting in person and submit the online proxy vote before the meeting (AUD 770 - GST inclusive);
- Please confirm the voting type you wish to participate in: (Attend in person only, Attend and Vote in person/virtual meeting)
- Please confirm below details.
These details need to be provided to us at least 4 business days before the meeting date to avoid any issues.
LISTED COMPANY INFORMATION
-
- ISIN:
- MEETING DATE:
- MEETING TYPE (AGM/ EGM etc):
- COMPANY NAME:
- ACCOUNT INFORMATION (account Name and account number):
- SHARES VOTING ONLY (client holding - quantity):
ATTENDEE DETAILS
-
- FIRST NAME:
- LAST NAME:
- EMAIL ADDRESS:
- PASSPORT NUMBER:
- ADDRESS (* Optional):
- CITY (* Optional):
- ZIP/POSTCODE (* Optional):
- COUNTRY:
- Client will hold the stocks until the meeting date (please confirm):
- In the event the company extended the meeting date, client will hold the stock until the new extended meeting date, with IBKR not sending any further updates to clients (please confirm):
Additional information could be required which depends on the specific request.
Please Note
- Please contact our AU Help Desk after the Message Centre ticket is initiated and submitted.
- Your Passport Number will be required during the registration process and will also be required for attending the meeting. Please contact the ASX listed company for further details regarding the ID Document requirements.
- An additional AUD 220 fee (inclusive of GST) will be applied if you would like to submit the online proxy vote before the meeting (Option 2 above). Please note that other fees could be applied by the agent. All relevant fees for such requests are non-refundable.
- Any submissions after the IBKR deadline is subject to additional non-refundable late submission fee (AUD 110 - GST inclusive). Late instructions may only be submitted on a best-efforts basis, and there is no guarantee that they will be accepted.
- By submitting your request through the Message Centre, you acknowledge that you have read and understood the prospectus or offer documents, and that you are not ineligible to participate in the corporate action due to one or more of the restrictions set forth in the offering documents or prospectus, as applicable, including any restriction related residency. The registry, in its sole discretion, will determine your eligibility and whether to accept or reject your submission.
Additional Information