Cancelling or modifying a Conditional Offer to Buy (COB) after the US IPO is closed to COB submission in the Client Portal but before the offering has become effective requires additional steps:
- Please submit a support ticket in the Client Portal. The instructions can be seen here: Create a New Webticket
- Due to the time-sensitive nature of IPO processing, it is strongly recommended that you also immediately contact Client Services by phone or chat to expedite your request.
Note
- COBs cannot be cancelled once the offering becomes effective.
- Clients who submitted a COB will receive a notification upon allocation of shares.