All of your plan administration under the one roof
Throughout the development and launch of your equity plan, we build a clear understanding of your plan and your business objectives. But this is only the beginning of your journey.
We'll appoint a dedicated relationship manager to give you expert support for the life of your plan. Your relationship manager will be your primary point of contact with us and will ensure everything we do for you is delivered seamlessly.
Record-keeping is at the centre of everything we do for you. Yes, we know it isn't attractive, but it is really important that we keep all your plan data accurate and up to date. This makes it easy for you to create reports for your management information, financial reporting, tax and regulatory requirements. We currently manage over 3.7 million participant records, so we've proven our processes work time and again.