How do I request to attend an Annual General Meeting (AGM) for a European stock?

Record-date shareholders with settled shares eligible to vote will receive shareholder communications containing instructions for attending Annual General Meetings (AGM) and/or voting. In most cases, materials are distributed via e-delivery, but holders may receive notice via postal mail in certain circumstances.

Once meeting materials are distributed, shareholders can visit the voting website and choose to attend an AGM in-person. Meeting registration and attendance cards (depending on the market) are then processed. Shareholders should visit the Issuer's website to confirm meeting attendance requirements (e.g., ID, customer statement, etc.) and confirm with European Issuers whether a safekeeping letter is required in addition to registration.

Swiss AGMs:

• CH ISINs held at SIX/SIS (Swiss market) are outside the scope of the EU SRDII directive/regulation. Therefore, services are limited.
• There are pass-through fees of CHF 300 (CHF 150 for registration and CHF 150 for de-registration) for each security in which a shareholder requests to vote.
• To participate, you must consent to the fees, complete the application/registration form, and return it promptly.
• Shares will be registered with the local Registrar and blocked for trading through and including the AGM meeting date.
• Instructions to participate should be sent at least 8 business days prior to the meeting, as processing takes 5-7 business days and is completed on a best-efforts basis.

Other AGMs:

You may check the Issuer's website to view shareholder materials with voting and/or meeting attendance instructions.

Need account-specific assistance?

IBKR clients can submit an inquiry through Client Portal by following these steps:

1. Log in to Client Portal
2. Click the Get Help menu (question mark icon in the top right corner) or Click on the Envelope icon on the onebar and under Compose select New Ticket.
3. Select the relevant account (if you manage multiple accounts) for which you are submitting a ticket
4. Under Quick Support enter your question in the How we can help? box
5. If the IBot response does not answer your question, then from the Was the answer helpful? box select No, contact support
6. Under Contact Us click on Ticket Creation
7. Select Category: Account Services > Proxy/Shareholder Meetings
8. Include the following information to avoid delays:
   • Issuer's name
   • Meeting date
   • Account number
   • Number of shares