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CitiDirect® for Securities, Corporate Actions & Income

With CitiDirect® for Securities, Corporate Actions & Income, you can manage and respond to your corporate actions online and in real time for faster, better-informed decision making. Designed especially for asset owners and asset managers, a simple Home Page provides all corporate actions activity and alerts you to upcoming deadlines.

With robust controls to manage risks and timeframes, the Corporate Actions & Income application lets you perform consolidated or individual account responses, as well as view standing instructions online—and flag them at an account and entitlement level. A special workflow control lets you define controls and steps in managing your corporate actions activity.

As an end-to-end corporate action management tool, the Corporate Actions & Income application also offers:

  • User-defined filters, customization and preferences
  • A full audit trail of all steps
  • A Notes facility that can be applied at any stage of the lifecycle of an event
  • The ability to export data to a CSV or Excel files