Portfolio (IPS) - Corporate Actions: Revising Previously Run Corporate Actions
Revising Previously Run Corporate Actions Overview
The purpose of this guide is to provide information on revising previously run corporate actions by either update or reversing an action
How to Update Previously Run Corporate Actions
Some Corporate Action Templates are updated after release, typically for taxation details which do not become available until the end of the tax year. You can select previously run corporate actions and click Update to reapply the updated template.
How to Reverse Previously Run Corporate Actions
You can reverse the actions of executed corporate actions. When reversing actions from within a single client portfolio you can select and reverse multiple corporate action templates.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)
Reversing from the Corporate Actions manager (via the Portfolio Functions menu) allows you to reverse a single corporate action template for multiple client portfolio accounts
- Select the previously executed corporate action to reverse. You can identify already run actions by Yes in the Executed
- Click Reverse.
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