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6) For next week.

Proceedings:

w.r.t. hasGracePeriod for preferred dividend - may want to move this up in the hierarchy

Do we keep track of who the custodian is for shares? Check to see if we have that with respect to portfolio or account ... need to see if we have custodial account, or some property with respect to the position as to who the custodian is.  We should look at corporate actions – how custodians handle payment of dividends, etc., based on position, where do we track that information in FIBO?

w.r.t equity redemption provisions - there may be a redemption cycle in addition to a specific date on or after which you can redeem something, but there may also be a provision that says that you can only redeem it semi-annually or quarterly or something like that, some frequency to allow for managing investments... might be relevant to funds or REITs ...

For Listings - hasListingDate and hasDelistingDate should be combined date time rather than explicit date based on use cases... and hasLastTradingDateTime should be a combined date time rather than DateTime.

Remove the restriction on Listing for isProvidedBy (keep isTradedOn), isTradedOn should be a subproperty of isProvidedBy.




Decisions:

Action items

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