The ProxyVoting resource supports the ability for an authenticated user to receive information on ballots related to their own current holdings. The ProxyVoting resource is a very thin wrapper about a similar API provided by the company Broadridge, called the "Investor Mailbox". A description of that API is available upon request.
By default the information will not include the ability to vote. Should a partner wish to allow their clients to vote on upcoming events, they must enter a separate agreement with Broadridge.
Events
The Events endpoint returns the list of corporate events related to the specified client. For each event (a subset of) the following information is returned:
Of particular interest are the following:
Field | Comment | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ActionUrl | If available this URL points to a website provided by Broadridge. Navigating to this link will authenticate the client and display a user interface, through which the client can vote. The URL will only be present if the the partner has arranged for the client to subscribe to the voting service, see below. | ||||||||||||
DeliveryType | Delivery type as defined by Broadridge. Sample values include:
But please see the Broadridge documentation for complete and up to date information | ||||||||||||
Materials | An object containing a link to the documentation available at Brodridge site as well as a description of the documentation type. Sample values include:
But please see the Broadridge documentation for complete and up to date information. | ||||||||||||
Status | Status of the event as defined by Broadridge. Sample values include:
But please see the Broadridge documentation (appendix A) for complete and up to date information. | ||||||||||||
Subtype | Distribution subtype. Sample values include:
But please see the Broadridge documentation for complete and up to date information. | ||||||||||||
Type | Distribution type. Sample values include:
But please see the Broadridge documentation for complete and up to date information. |
About translation of text and descriptions
Broadridge supports translation into a number of languages, as defined in the "language" section of the Broadridge documentation. This is a subset of the languages supported by Saxo's trading system.
When you call the events endpoint Saxo will attempt to find a language translation which matches what the user has set in the user settings in their trading platform, and which can be set and retrieved through the /port/v1/users endpoint.
For example setting "Accept-Language"="fr" will result in descriptions being returned in the French language.
How it works
Below is an example of a response from the events endpoint:
GET https://gateway.saxobank.com/openapi/ca/v1/proxyvoting/events/?ClientKey=s85GqUsghImf5fgsFLkHPw== Returns: 200 OK and { "__count": 50, "Data": [ { "AccountId": "434366INET", "ActionUrl": "https://eu.investormailbox.com/mailbox/proxy/agenda?d=39ce9ae583dcb4343a1b0fb6c2795af4a42922ab9d........", "Cusip": "X9265F101", "CutoffDate": "2021-04-20", "IsinCode": "FI0009800551", "IssuerName": "SAGA FURS OYJ", "JobNumber": "561337", "Materials": [ { "MaterialType": { "Code": "CMPY", "Description": "Company Site" }, "Url": "https://eu.investormailbox.com/mailbox/material?d=d0677eeb36904d9b6d1b31aa7bfabf62abac725813705e8b8c........" } ], "ReceivedDate": "2021-04-20", "Status": { "Code": "DV", "Description": "Delivered" }, "StatusDate": "0001-01-01", "Subtype": { "Code": "G1", "Description": "Annual General Meeting" }, "Type": { "Code": "PX", "Description": "Proxy" } } .... ] }
And if you now paste the contents of the ActionUrl into a browser, you will be redirected to a page like this:
Likewise you can also paste any of the Url's supplied under the Materials array into a browser. The browser will either render HTML or a .pdf file.