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Corporate Actions Web

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Find learning content specific to the CA’s browser-based user interface from announcements through the entire lifecycle, including, user guides, help files, webcasts, browser access and other supporting documentation.

This page explains what information is available via the Corporate Actions Web section menu topics.

For example, the CA Web User Guide compiles the contents of the CA Web Help, including information for Distributions and Redemptions. It is a comprehensive solution answering questions regarding the CA Web interface.

Other menus/topics include:

  • Searches and Preferences
    Read articles relating to the Search functions of CA Web as well as information on how to set your preferences in the interface.

  • Distributions
    • Announcements Webcast and Help Files

      View Help information specific to the Announcements portion of the CA Web interface, including the Overview page, the Record Detail page, and the Dashboard.

    • Entitlements and Allocations Webcast and Help Files

      View Help information specific to the Entitlements and Allocations portion of the CA Web interface, including the Overview page, Distribution and Event Types, viewing events, exporting allocations search results, and seven-day histories and forecasts.

    • Instructions Webcast and Help Files

      View Help information specific to the Instructions portion of the CA Web interface, including the Overview page, instructing on the default, the Instruction tab, wires, beneficial owner accounting, tax exempt control, Tax Info, submitter information, standing instructions, and aggregating instructions.

    • Adjustments Webcast and Help Files

      View Help information specific to the Adjustments portion of the CA Web interface, including cash adjustment types (stock loan, REPO, rate change, Misc/GL, fail, and coupon adjustments) and stock adjustment types (stock, stock fail, and stock loan adjustments), as well as information on viewing allocated and unallocated adjustments, forecasts and history, and APOs.

  • Redemptions
    • Announcements, Dashboard, and Lottery

      View a webcast specific to the Announcements portion of the CA Web interface for Redemption events, including the Dashboard and lottery information.

    • Entitlements, Allocations, and Adjustments

      View a Webcast specific to the Entitlements and Allocations portions of the CA Web interface as well as the Adjustments area.

  • Data Model
    View a webcast explaining the model behind CA Web, as well as documentation that points out key changes from the older model.
  • Browser Access and Rules
    Curated FAQs regarding access to CA Web.

Subcategories

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This section presents the data model in terms of the CA Web. You'll need to login to your user account to view this content.