​Simplify your share scheme administration

 

 

Simplify your share scheme administration with services that help you navigate the complex regulatory environment.

Understanding your goals is crucial, so this is where we start. We'll expertly guide you through a maze of factors that can include:

  • Plan design
  • Employee communications
  • Process design (such as managing payroll deductions, employee data, tax withholding)
  • Reporting obligations
  • Employee Benefit Trusts

Our team help you launch your scheme and take care of the administration - from static data updates to balancing the register. 

Trust Services

Your Trustees will have the assistance they need to performing their duties effectively and we'll help to maintain trust records, attend and regulate trustee meetings, produce minutes, follow up on required actions and comply with other regulatory requirements.  Our services embrace the registration, amendment and termination of the trust, trustee appointments and trustee resignations.

 

Employee Share Scheme Services

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  • Employee Share Schemes
    The Trust for your employee share scheme can hold the share allocation in custody with us and, when the time for vesting comes, your employees can open accounts directly with us. We'll provide them with custody and, when they need to sell, they can use our online or telephone share dealing services.
  • Employee share scheme management
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  • Investor Education
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Global service + local expertise = great solutions

We're a specialist administrator of employee equity plans. With us on your team you can unlock all the benefits of an employee equity plan, without losing focus on your day job.

 

We've been administering equity plans for more than 35 years, working with over half the FTSE100 and DJStoxx50. With over 1 000 experts in 20 locations around the world, our expertise spans all types of plan: global and country-specific, discretionary and all-employee.

1500 clients
4800000 employee share scheme participants
170 countries