OpenAPI

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:

Code

Description

PODelivered via postal mail
EDSent via email
PESent to Proxy Edge
ELElectronic Only

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:

Code

Description

10K10-K Report
OFFROffer
SHLTRShareholder Letter

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:

Code 

Description

DVDelivered
VWViewed
VTVoted
VCCast
...

But please see the Broadridge documentation (appendix A) for complete and up to date information.

Subtype

Distribution subtype. Sample values include:

Code

Description

PAnnual meeting
QMContest meeting Management
QOContest meeting Opposition
SSpecial meaning
...

But please see the Broadridge documentation for complete and up to date information.

Type

Distribution type. Sample values include:

Code

Description

PXProxy
RGRegulatory
ROReorg.
PSPostSale
...

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.