Course Description

This course takes you to a deep dive in the Corporate Action screens in Calypso. 

It will start with the required setup that you need in order to create Corporate Actions for Bonds and Equities. You will learn how to apply Corporate Actions, create CA trades, create Elections, define CA’s, integrate swift messages, and the difference between all the types of supported CA’s in Calypso.

The course consists of several sections to help you have a smoother learning experience and it is broken down into CA types, CA reports, CA application, CA swift messages and elections.

Course curriculum

  • Introduction

    • Corporate Actions-Introduction

  • Different Types of Corporate Actions

    • Corporate Actions - Different Types

    • Position Based Corporate Actions

    • Listed Corporate Actions

    • OTC Corporate Actions

    • CFD Corporate Actions

  • Corporate Actions Report

    • Corporate Actions Report

  • Corporate Actions -SWIFT Messages

    • Corporate Action-SWIFT Messages

    • Corporate Action SWIFT Event Code

  • How to create and apply Corporate Actions

    • How to create and apply Corporate Actions

  • Test Your Understanding

    • Assessment

  • Appendix

    • Corporate Action Presentation Deck