Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.

Mainstream Online Web Portal

Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.

Key Dates

All dates are indicative only and, among other things, are subject to all necessary approvals from the Court and regulatory authorities. Any changes to the above timetable will be announced to ASX and published on Pendal’s website.

  • Date of Scheme Booklet

    21/11/2022
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  • First Court Hearing

    21/11/2022
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  • Non-marketable Parcels
    To opt out of the Sale Facility for Non-marketable Parcels, please complete this form and return to Link Market Services

    23/12/2022
    10:00 am
    Add to calendar
  • Scheme Meeting Proxies
    Last date and time for receipt of completed proxy forms for the Scheme Meeting. Lodge your proxy form here

    21/12/2022
    10:00 am
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  • Scheme Meeting Record Date
    Time and date for determining eligibility to vote at the Scheme Meeting

    21/12/2022
    7:00 pm
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  • Scheme Meeting
    Further details relating to the Scheme Meeting are set out in the Notice of Scheme Meeting in the Scheme Booklet (Annexure F)
    View Virtual Meeting Online Guide here

    23/12/2022
    10:00 am
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If the Scheme Resolution is passed by Pendal shareholders

  • Second Court Date
    For approval of the Scheme

    11/01/2023
    9:15 am
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  • Effective Date
    This is the date on which the Scheme comes into effect and is binding on Pendal Shareholders

     

    12/01/2023
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  • Scheme Record Date
    For determining entitlements to Scheme Consideration

    16/01/2023
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  • Implementation Date
    Payment of Scheme Consideration and transfer of Scheme Shares

    23/01/2023
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How can Pendal help you?

We actively manage investments in Australian and international equities, Australian and international fixed interest, listed property and alternatives.

That’s what makes Pendal the company that really cares about what your money does – personally, locally and globally.