Full-service support from a dedicated account service team
Whatever plan types your company offers, whatever the size or complexity, our full service package has you covered. You’ll have a dedicated account management team at your disposal to help with reports, special events, updates to your plans, and more.
You also have access to a suite of online tools for when you want to manage things yourself. And if you need a more custom solution, we offer you our expertise and support to develop the solution that works best for you.
Full-service support from a dedicated account service team
From day one of the implementation process, you'll be introduced to your dedicated relationship manager. This person will be with you every step of the way to guide you through setting up and managing your plan with Computershare. Backing up the relationship manager is your account manager, and working as a team, they ensure the best possible service for you and your plan.
Meet your relationship manager
This is your primary point of contact, the person with overall responsibility to make sure our services meet or exceed your expectations. Your relationship manager also is responsible for monitoring your plan and identifying ways to make plan administration more efficient and cost-effective for you.
Meet your account manager
This is the person who handles the day-to-day management of your plan, the one who is responsible for coordination of daily processing and research, the person who works with you on your reporting needs, and the one who fields your general questions.
Tools to help you manage your plans
In addition to your account service team, you also have access to a suite of online tools you can use to manage your plan. As a full-service client, you have the freedom to be as hands-on as you like: We'll provide you with all the training and support you need to use these tools, or you can have your relationship manager and account manager do the work for you.
Stock Plan Management Reporting (SMART)
Generate fully customizable reports that will help you stay on top of the activity within your plans.
Adjustments and Corrections (ACT)
Make changes to individual grants and participant data without the need to upload a new file.
Participant Web Interface (PWI)
Provides you view-only access to a plan participant’s account to help you with participant questions.
File Control (FACT)
View the import status of files you send us in real-time to confirm files have been processed and properly uploaded to our system.
Auto Issuance
Use this tool to maintain the rules that enable shares to be issued to plan participants.
Electronic Communication and Document Management
Add and update terms and conditions files and customize email templates for participant communications.
Financial reporting
For your finance team, we offer an integrated, hosted solution that provides direct access to financial reports. Grant and award data is updated nightly to ensure accuracy, and every number is fully auditable.
Available report types
Forfeiture
Expected term
EPS dilution
FMV calculations
Weighted average assumptions
Unrecognized compensation expense
Expenses by department
Award breakdown by price range and officer/director positions
Journal entries
Solution highlights
Forfeiture rate true-up
Real-time drill-down of all calculations
Breakdown, by contract, for all ledger accounts
Mobility accounting and administration
Full tax withholding support
Deferred tax asset calculations
Variable/liability accounting
Performance unit accounting
Breakdown of expenses by cost center and location
Report customization
Grant modification accounting
Full-service support for plan participants
We are committed to providing your equity plan participants with expert, personalized service. Your participants can easily manage their accounts via our Employee Online web portal, or can contact our highly trained live customer service representatives, who offer accurate and immediate service, providing support, assisting participants with transactions and answering any questions they may have. Service highlights include:
Single sign-on access
Participants can conveniently access their accounts directly from your company’s intranet through our single-sign-on capabilities.
Account access from any device
Our participant site is built with responsive design, so your participants will have access to the full functionality of the site from any mobile device.
Multi-lingual support
This optional service allows your participants to manage their accounts in multiple languages through multi-lingual web and language line services.
Payments in multiple currencies
Choose to receive sales proceeds by cheque or wire in one of more than 70 currencies. Direct deposit is also available for payments in Canadian dollars.
Live support for that personal touch
Live participant service representatives are available from 8:30 a.m. to 8 p.m. ET, any day the Toronto Stock Exchange is open.