Corporate Actions Playbook
Operational playbook for corporate actions on tokenized instruments: timelines, notices, entitlements, redemptions/buybacks, splits/consolidations, contract upgrades/migrations, reconciliations, and incident handling.
Contents (short)
- Governance & roles — RACI and approvals.
- Timeline template — T-30 to T+10 with deliverables.
- Distributions — cash/stablecoin/token; RD/ED/PD mechanics.
- Redemptions & buybacks — mandatory/optional; proration.
- Consent solicitations — quorum, majority, tabulation.
- Conversions & splits — ratios, rounding, venue updates.
- Smart-contract upgrades/migrations — snapshots, deployment, reconciliation.
- Comms plan — website/venue/email, regulator filings.
- Entitlement calc & recon — taxes/withholding, breaks/stragglers.
- Halts & incidents — volatility, disclosure, custody/chain.
- Checklists & templates — pre-launch/post-execution, notice snippets, data dictionary.
Download & next steps
Download the playbook and tailor thresholds, dates logic (RD/ED/PD), reconciliation tolerances, and migration scripts to your venue, custodian and regulator. We can implement the full CA runbook for your stack.