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Corporate Actions
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PROGRAM OUTLINE for this 1 day course in English

Corporate actions are in its simplest terms actions taken by the corporate. Understanding the world of Corporate Finance helps you to get to grips with the events which occur in the financial markets and why. 

The world of corporate actions is generally regarded with investors and within financial institutions as a mystery, requiring specialist knowledge in order to comprehend what lies beneath and the reasons why.  

This one-day course is designed to build practical knowledge and understanding of corporate actions and covers the:

  • Relationship between corporate finance and corporate actions
  • The market participants involved in corporate actions
  • Discover 50 different types of corporate
  • A structured approach in getting to grips with corporate actions. 
  • The financial instruments affected by corporate actions.
  • You will learn about the corporate actions resulting from:
    • Capital restructuring
    • Rewarding shareholders
    • Debt management
    • The competitive environment
    • Governance, regulation and tax
    • Liquidation & default
    • Trading, exercising and processing.

 

* A more advanced course is available “Corporate actions and processing" for those specifically working in securities handling. *

Recommended background

This course is designed for investors and all professionals directly or indirectly involved with securities handling working either in a bank, a corporate investor, technology or financial services organisation.

What you will learn

You will leave the day with an in-depth knowledge on the different types of corporate actions. These corporate actions are instigated mostly by institutions affecting daily settled securities positions globally worth multimillion.

You will learn how to differentiate between each of them, understand different market practices, their characteristics and their effect on corporations and trading positions.

Course format

Practice-based learning and critical engagement is a key theme through all our courses allowing delegates to acquire the needed skills and techniques to be applied as soon as they are learned and developed.

Syllabus

Corporate Actions Introduction: 

  • Definition of Corporate actions.
  • What are they?
  • Why do they occur?
  • Who is involved?
  • The complexity
  • The market differences

 

Corporate Finance and Corporate Actions:

  • Back to the Roots
  • Corporate Finance Principles
  • The Debt / Equity Structure
  • Finance decisions resulting in Corporate Actions.

 

Financial Instruments:

  • Equity, Debt, Derivatives & Rights.

 

The Market Participants:

  • Understanding the Market Participants
  • The Different roles of the market participants
  • Market Participants and the processing chain

 

CA Types and structure:

  • Exploring +/- 50 different types of CA
  • Structuring and classifying corporate actions:
  • From a Treasury perspective
  • From a Corporate Finance perspective

 

Corporate actions in detail:

  • CA - from debt management
  • CA - shareholders reward -
  • CA - From Competitive Environment
  • CA - From Capital Restructuring
  • CA - Governance, Regulation and Tax
  • CA - Liquidation and Default
  • CA - Trading and Processing

 

Participant feedback

*** Through this course, I have learned not only technical financial terms but much deeper meaning of the financial markets which I always wanted to understand. Thank you!

*** A pleasant and knowledgeable instructor with a lot of interaction among participants.

*** A superb overview of Corporate actions, with pointers to additional learning materials. I believe this course is useful both from an academic and day-to-day perspective.

*** I really appreciated the empathy and skills of the lecturer. Also, the size of the group (7 persons) was perfect to have the necessary interactivity throughout the course.

Learn the way that suits you most!

Course Lecturers



Kris De Clercq, MBA

Kris has lectured finance to managers for more than 25 years in Europe and Eastern Europe. His teaching as an associate for a UK based global business school included “Issues in International Finance and Investments”,” Corporate Finance” and “Issues in IFRS”. His industry experience is over 20 years working for asset managers, investment banks, global custodians in the UK, Luxembourg and Belgium. He received a universities award for innovation in finance teaching and learning.  


Mag. Johannes Hofinger, MBA, FRM

Johannes Hofinger is specialized in Risk Management, Basel III, IFRS and regulatory reporting. His professional skills are reinforced by strong academic roots. He lectures for global business schools in corporate finance, managerial accounting and financial reporting. The main roles undertaken are lecturing, consulting and project management.  


OUR INTERNATIONAL EXPERIENCE

Books we studied for you



Corporate Actions: A Guide to Securities Event Management (The Wiley Finance Series)
Corporate Actions: A Guide to Securities Event Management (The Wiley Finance Series)

Corporate actions are events that affect large corporations through to the individual investor - even those that own a single-share! All organizations that hold equity and debt securities for themselves and/or on behalf of others are affected when the issuer of a security announces an income or corporate action event.  


Corporate Actions - A Concise Guide: An Introduction to Securities Events - Francis Groves
Corporate Actions - A Concise Guide: An Introduction to Securities Events - Francis Groves

Corporate actions have been sidelined for too long and deserve to be treated with more respect. No type of investment security can be fully understood without knowledge of its corporate actions. They have implications for the sustainability of an investment's performance but repeatedly more beguiling investment preoccupations put them into the shade. Together with bank clearing and exchange settlement systems, the administration of corporate actions is one of the key co-operative functions tying our highly competitive global finance industry together.In the financial markets of the developed world the efficiency and 'risklessness' of corporate actions processing is entirely taken for granted. Yet the volume of complex corporate actions and a common sense estimate of the likelihood of mistakes occurring suggest that industry practitioners and investing clients may be deluding themselves.  


Global Custody and Clearing Services (Finance and Capital Markets) Ross McGill, Naren Patel
Global Custody and Clearing Services (Finance and Capital Markets) Ross McGill, Naren Patel

The global custody product was conceived out of changes to United States pension law. In 1974, the Employee Retirement Income Security Act came to the Statute books, forcing US pension plan sponsors to segregate investment management and custody of the underlying assets. Today, service providers act for clients in many countries worldwide, handling assets across 100 countries of investment.  


Clearing, Settlement and Custody - David Loader (Auth.)
Clearing, Settlement and Custody - David Loader (Auth.)

Four new chapters and updates throughout help this 2e of Clearing, Settlement and Custody summarize worldwide changes in the process of concluding a financial transaction. Noted consultant David Loader provides a highly detailed analysis of the central clearing counterparty concept, the drivers behind it, and its effects on operations teams. He also clearly illustrates the life cycle of a series of transactions to broaden the comparison process.  




Companies who attended our courses

 

 
AG Insurance
Allianz Benelux
Argenta NV
AXA Belgium
Baloise Insurance
Banca Monte Paschi Belgio S.A.
Bank De Groof
Banking Association (Kosovo)
Belfius Investment Partners
BNP Paribas Fortis
Bpost Bank
Buy Way
CBC Bank
Cegeka
Celio Finance SPRL
Credendo
Delen Private Bank
Delta Lloyd Life
Deutsche Bank AG
DKV Belgium
Ethias SA
Euler Hermes Services
Euroclear Bank SA/NV
Euroclear Investments
Europ Assistance
European Investment Bank - EIB (Luxembourg)
European Union - EDFIMC / ElectriFI
Flanders Investment & Trade
Gras Savoye Belgium
Incofin Investment Management
ING Bank België
KBC Bank
Mastercard
Ministry of European Integration (Kosovo)
National Bank of Belgium
NN Insurance Belgium
Petercam
Record Bank
Société Générale Private Banking
SWIFT
The Royal Bank of Scotland (RBS)
Triodos Bank
VGD International -Audit & Tax
Wolters Kluwer Financial Services
Zurich Insurance plc, Belgium branch
Vanbreda International
 
 
 
Afton Chemical SPRL
Air Liquide
Allnex Belgium SA/NV
ANL Plastics
Ansell
ARC EUROPE SA
Arcelor Mittal ( Belgium & Luxembourg)
Axalta Coating Systems 
BASF Antwerpen
BASF Belgium Coordination Center
Beaulieu International Group
Bekaert
Borealis Polymers NV
Bridgestone Europe SA
CNH Industrial Belgium NV
Cofely Fabricom
Cytec Belgium
DOMO Chemicals (Germany)
Donaldson
Dow Corning
Electrolux Appliances AB - EMA- EMEA (SEE)
Engineered Pressure Systems International
European Owens Corning Fiberglas
Fost Plus
GDF Suez
Griffith Foods
Hamon & Cie
Heraeus Electro-Nite International NV
Jacobs Belgium
KODAK SA/NV
Milliken Europe
Niko Group
NXP Semiconductors - Prodis  (Netherlands)
SOLVAY
SPX Cooling Technologies
Synventive Molding Solutions (Germany)
TERUMO EUROPE
Tessenderlo
Vinçotte International
VPK Packaging Group NV
WABCO
Yara Belgium NV
 
 
 
 
 
Antwerp World Diamond Centre
AVEVE Biochem NV
Carrefour Belgium
Delhaize Corporate Group
Godiva
IKEA 
 
Abbott Logistics B.V. (Netherlands)
AbbVie (Canada)
Agfa HealthCare NV
Alcon
Alcon-Couvreur
Amplifon
AZ Sint-Blasius
Baxter International (Austria)
Catalent Pharma Solutions
CinnaGen (Tehran)
Datwyler Pharma Packaging International
Groep OZ ESV
Hologic
Landelijke Christelijke mutualiteit (LCM)
Mutualités Libres: MLOZ
Novartis Pharma
SA Bristol- Myers Squibb Belgium NV
Stryker (Netherlands)
Terumo BCT Europe NV
UCB
Zorgbedrijf Antwerpen
 
 
 
AW Europe
Belgacom
Belgian Nuclear Research Centre (SCK-CEN)
CISCO
Corelio Printing
De Persgroep Publishing nv
EDF Luminus
Elia System Operator
Engie Electrabel NV/SA
Eni Gas & power
Fluxys Belgium
INFRABEL
Itineris NV
KEYRUS
M-Team
NRB
ORANGE
Proximus
Siemens
Telenet
 
 
Agentschap Innoveren en Ondernemen
Europees Parlement
Ministry of European Integration
National Agency for Protection of Personal Data
Nationale Loterij
SD Diensten NV (SD Worx)
SESAR Joint Undertaking
Stad Antwerpen
Stadsbestuur Harelbeke
Syntra Brussel
UGent - FBW
Vrije Universiteit Brussel (VUB)
 
 
 
Acturus sprl
ARC Europe
BDO 
BIA Africa
Bia Overseas
Brooser BE Operations 
Capgemini
Cipal Schaubroeck
Compass-Group
Computacenter
Computer Task Group
Deloitte Accountancy
Egemin International
Enhesa International
FIS (former Clear2Pay)
Interel Group
K&L Gates
Matexi NV
Minds&More
Pricewaterhouse Coopers
PwC Tax Consultants
Securex
Toreon
Vinçotte International sa
 
 
 
Alcopa
Alstom Belgium
ARC Europe 
Brussels Airport Company
De Lijn
D'Ieteren Auto
EUROCONTROL 
Gemeentelijk Havenbedrijf Antwerpen
Globachem nv
GSC Greensea Chartering 
HONDA Motor Logistics
JBT
Neovia Logistics
NMBS
PSA Antwerp nv
Retail & Wholesale
Seatrade Reefer Chartering
Thalys International
Trimble T&L
Volkswagen Group Services
Wallenius Wilhelmsen Logistics Zeebrugge NV
Westlandia
Witzenmann Benelux nv
 
 
 

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