Automated Corporate Actions

• We’ve automated the processing of certain Corporate Actions to save you time and to help achieve a higher number of reconciled investments for entities during the year. With more of the entity’s investments reconciled, you'll also benefit from a greater number of income transactions being automated throughout the year.
• Automated Corporate Action will occur for data fed investments on a weekly basis for corporate action announcements after the 1st May 2024.
• You can find more details about the types of Corporate Actions that are automated and criteria for automation as well as our FAQs here.
• A new status has also been introduced in the Corporate Action console called ‘Auto Processed’ which allows you to identify which Corporate Action announcements have been automated by Class. You will also see a new filter for this status in the entity level Corporate Action Console.