Float or placement calendar

You can use the floats and placement calendar when your client’s applying for a float (Initial Public Offering or IPO) via their external broker. To submit an application for an upcoming float or placement:

 
  1. Log in to Adviser Online
  2. Select Transacting from the main side navigation panel
  3. Select Corporate Actions
  4. Select Floats and Placements calendar from the options
  5. Select the float I want was not found from the bottom of the page
  6. Select an adviser code and account type. Click make a float or placement application
  7. Enter the details for the float or placement.

All securities are subject to approval before it can be held on the platform. If the client wishes to request the stock to be reviewed and to participate in the offer, they need to submit the trade details. We must have the information of the trade details so that our custodian can settle the offer within the client’s wrap account.

When to submit broker firm offers

Wrap won't be able to settle the trade during normal settlement if submitted after the close date. Please discuss with your broker and confirm with us in relation to deferred settlement.

If settlement of the security is via DVP (Delivery Versus Payment), applications must be received:

  • 3 business days before the earliest of the offer close or settlement date if the security has been approved
  • 8 business days before the earliest of the offer close or settlement date if the security hasn’t been approved.

If settlement of the security is not via DVP, applications must be received:

  • 8 business days before the earliest of the offer close or settlement date if the security hasn’t been approved
  • 5 business days before the earliest of the offer close or settlement date if the security has been approved and settlement details are unknown at the time of the application.

3 business days before the earliest of the offer close or settlement date if the security has been approved and settlement details are known at the time of the application.

Chat to us on Adviser Online

Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).

Tell me more

Resolve a complaint

Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it. 

Find out more

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

Request a call
Download Macquarie App

Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

Apple Pay, the Apple logo & iPhone are trademarks of Apple Inc, registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android Pay, the Android Logo and Google Play are trademarks of Google Inc. MasterCard and the MasterCard Brand Mark are registered trademarks of MasterCard International Incorporated. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

Other than MBL, none of the Macquarie Group entities referred to are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Cth), unless noted otherwise. Their obligations do not represent deposits or other liabilities of MBL. Unless otherwise stated, MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity.

© Macquarie Group Limited