Eligibility is set by the company and the market rules, not by Moneybase. We follow those rules and post the event to your account as soon as we receive the official details. For voluntary events we will contact you if we need an instruction.
Keep these dates in mind:
Declaration date - when the company announces the event, for example a dividend or a stock split.
Record date - the snapshot date the company uses to see who is on the shareholder register.
Ex-date - the first day the shares trade without the right to the upcoming event. To receive a dividend you must own the shares before the ex-date. Buying on or after the ex-date means you will not be eligible.
Effective date - when the event actually takes place or settles, for example when a split is applied.
For mandatory actions like most splits or cash dividends, no action is needed from you. For voluntary actions like some rights issues or certain merger choices, we will email or call you using your registered details with the options, the cut-off, and how to respond in time.
If anything is unclear for a specific holding, open the in-app chat and share the company name and the date you saw. We will confirm your eligibility and the next steps.
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