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How does Freetrade handle corporate actions?

Updated yesterday

There are three types:

  • Mandatory - Happens automatically.

  • Mandatory with options - Happens, but you get a choice.

  • Voluntary - Only happens if you opt in.

Does Freetrade support all corporate actions?

No. Freetrade supports some corporate actions when feasible, but not all. If an action is supported:

  • We’ll notify you with the details and any required steps.

  • If you don’t respond in time, you may miss out on benefits (e.g. shares, cash, offers).

  • In some cases, we may act on your behalf in your best interest.

Examples of corporate actions

Type

Action

Effect

Mandatory

Stock Split

More shares at lower price – value unchanged.

Consolidation (Reverse Split)

Fewer shares at higher price – value unchanged.

Dividend

Cash payment per share. Paid in GBP. Fractional shares get rounded dividends.

Bonus Issue

Free extra shares.

Merger / Demerger / Spin-off

Shares replaced or split. You may receive cash if new shares aren’t supported.

Mandatory Takeover

Shares may be bought out – you may receive new shares or cash.

Mandatory with options

Scrip Dividend

Choose between cash or more shares.

Rights Issue

Buy extra shares at a discount. May not always be supported.

Voluntary

Tender Offer

Company offers to buy your shares. You choose whether to sell.

Buyback Offer

Company offers to repurchase shares, possibly at a premium.

Exchange Offer

Option to swap your shares for others (or bonds).

How does proxy voting work?

If you hold UK or US-listed stocks, you may be invited to vote on company matters (e.g. mergers, director elections).

  • You’ll get an email with a ballot.

  • You can vote or ignore it.

  • Fractional shares count proportionally.

  • You may be able to attend meetings (details will be in the ballot).

To enable proxy voting:

App → Portfolio → Profile → Contact Us → My investments → Dividends and corporate actions → Proxy voting

You can’t use proxy voting to participate in voluntary corporate actions directly.

What happens if I do nothing?

If Freetrade supports the action but you don’t respond, or if we don’t support the action, you may miss out on entitlements like:

  • Extra shares

  • Discounted offers

  • Cash payments

Always check messages from Freetrade for action deadlines.

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