Our team has experience in running hundreds of IPOs of varying scope and complexity. They will guide you through the whole process from start to finish.

We have deep experience across sell-down and new capital issues and can lead you through the complexities of existing stock conversions, all forms of priority offers, book builds, online offers, DvP settlements and much more.

We have in-depth experience in running Security Purchase Plans, all forms of Rights Issues (non-renounceable, renounceable, accelerated (AREO/ANREOs), corporate reconstructions as well as many forms of smaller pre-IPO raises.

Corporate actions are one of our specialties at XCEND. We have efficient processes to set up capital raisings within short timeframes and ensure that all shareholders have the opportunity to participate.

We can assist with target and bidder services for takeovers and schemes.

With many years of experience in the financial markets industry, we can give you the advice you need in relation to governance and compliance so that you can have peace of mind.

We can assist with your virtual, in-person or hybrid meeting. Our experience covers all forms of meetings including AGMs, EGMs and Scheme meetings.

We will set up and attend your shareholder meetings (virtual, live or hybrid), process all of the proxy voting (via online voting or paper elections), run the poll during the meeting, and provide the results of the meeting, acting in the capacity of the appointed returning agent for the meeting.

Whether you have regular dividends, interest payments or a one-off payment, our team can assist in ensuring all shareholders are paid accurately, efficiently and on time.

Our team is well-versed in the regulatory reporting requirements with knowledge of the Corporations Act, ASX Listing Rules and broader legislative requirements.

Our automated tax reporting services will mean that you do not need to worry about activities such as QTFN, AIIR, FATCA/CRS and Share and Unit Transfer reporting.

We can assist you in all aspects of employee equity schemes. We can assist with the formation and implementation of your schemes, issuance of offer invitations to employees, reconciliation and issuance of awards and management of ongoing activities, such as forfeitures, vestings, conversions and sales.

We ensure best of class register governance, reconciliation and integrity. Our services are highly efficient in making transactions to the register, such as ad-hoc allotments, placements, option exercises, transfers, static detail updates and more.

The Issuer Portal enables our issuers to access the register in real-time and access a wide range of reports and analysis. Their investors also have access to the Investor Portal where they can view and maintain all aspects of their investments.

We will look after all of your investors’ requests from changes in address and updating bank details to queries about allocations and refunds. Investors can also update their details online through the investor portal.

XCEND can assist you in developing a robust investor engagement strategy for both ongoing engagement as well as specialist engagement for corporate actions and other special transactions.