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 170 million participant records, so we've proven our processes work time and again.​​​

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    Managing payroll deductions and withholding tax

    We’ll work directly with your payroll teams to coordinate payroll deductions and plan contributions. We can calculate withholding tax and route those funds anywhere around the world.

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    Managing designated persons and leavers

    Your designated persons will be restricted from trading at certain points in your calendar. We can apply and enforce these blackout periods for you. We’ll also look after participants when they leave so they have a clear understanding of the options available to them.

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    Compliant solutions to hold and trade shares

    Post-vesting, your employees may choose to hold onto their shares. Our global nominee service gives you a compliant solution for any jurisdiction where you have participants. Your employees will be able to manage these shares via our dedicated portal, EquatePlus.

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    Supporting meetings and dividends

    Depending on your plan design, participants may be able to vote at your general meetings and receive dividends. We'll manage these events end-to-end, including all communications, votes, payments and reinvestments.

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    ​Certainty for all your plan events

    There will be a number of major events throughout the lifecycle of your plan – this might include an offer and enrolment period, an award of shares or options or a vesting. These are the times when your share plan is most visible, so you need certainty that these events will run like clockwork. That's why we appoint one of our event delivery managers to own the project from beginning to end. They work in tandem with your relationship manager so that you can relax in the knowledge that important tasks such as share dealing, transfers and employee communications are in safe hands.


Make the most of your investment in your employee equity plans

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