CACEIS’s range of issuer services draws on the long-term expertise and know-how to support companies through securities issuance and management solutions, in compliance with technical, legal and regulatory constraints. Several categories of services are available to companies: registerkeeping for registered shareholders, organising general meetings of shareholders with electronic voting solutions on the day of the GM, structuring and centralising corporate actions, dividend payments, managing employee shareholding plans (stock options, free share grant, etc.). These services are intended for both listed and unlisted companies that want customised solutions that meet their expectations (shareholder loyalty, finding funding, developing employee share ownership, etc.) and can be adapted to an international environment.
“Our range of solutions is intended for all key corporate officers: legal department managers, general secretaries and heads of investor relations for securities services, CFOs and treasurers for bond issues and asset management, human resources managers and compensation and benefits managers for employee shareholding plans. Sensitive business issues are involved, which often leads us to enter into relations with the governing bodies,” notes Laurent Drouin, Head of Corporates & Banks at CACEIS. CACEIS's teams work closely with all these counterparts to offer them innovative solutions that meet their objectives: namely, solutions that are increasingly digital and provided in a highly secure environment so as to protect the intrinsically confidential nature of company share ownership.
CACEIS's teams deal with registered shareholders and employees who have signed up to company shareholding plans, by providing them with assistance in monitoring their securities account and processing their transactions. The web services developed by CACEIS, such as the OLIS Mobile Shares application, enable communication with these operators to be conducted digitally, thereby increasing efficiency and saving time. Similarly, by using tablet-based solutions to replace traditional hard copies CACEIS can offer a fully digital service for shareholder greeting and attendance procedures at company general meetings.
More than 800 companies, including 35% of the companies listed on the Euronext Paris use CACEIS’s issuer services. One of CACEIS’s strengths is its ability to deliver services in several forms: managing registers under mandate or using a white-labelling solution, technical support for the use of dedicated register-keeping tools, etc. The range of services is available internationally and enables companies to tap European bond markets.
The Execution to Custody service has been added to the CACEIS range of solutions to corporate clients. This service covers all stages from execution on financial markets through to holding the securities in custody. This service is intended for companies having a portfolio of financial assets and wanting a single service provider to manage their securities and cash accounts. CACEIS executes and clears transactions in all financial derivatives (equities, indices, fixed income and currencies) and commodities (agricultural products, energy, metal and livestock) markets, with optimised collateral management solutions.
The takeover of Sigma Terme by CACEIS at the end of 2016 consolidated CACEIS’s position among the main agricultural commodity market operators and was widely welcomed by agri-business participants (agricultural cooperatives, agro-industrials). The offering enables them to hedge against the market risks associated with their commodities, while benefiting from the strength, expertise and efficiency of CACEIS’s structure.
CACEIS has also diversified its range of services for businesses and their family holding companies through the introduction of targeted solutions, such as local and global custody services, accompanied by a comprehensive range of means of payment, foreign exchange and cash management services. These services are provided in a highly controlled framework to ensure that corporate assets are protected. Finally, corporate clients can benefit from the UCITS share subscription/redemption service in connection with their investment policy.
“CACEIS’s range of corporate services has been expanded significantly, while ensuring that it is sufficiently flexible and can be adapted to client needs, whether for issuance or investment purposes. We provide customised services tailored to the structure and size of each company,” adds Laurent Drouin.
CACEIS’s corporate offering has therefore naturally become an integral part of Crédit Agricole’s Premium Clients division. Crédit Agricole Corporate & Investment Bank and Indosuez Wealth Management, are solid partners on whose expertise we can draw to expand our range of solutions. Our clients now benefit from an integrated range of advisory, financing and investment services.
The resounding success encountered with companies in recent months confirms the relevance of this collaborative approach.