A collaborative approach to designing and implementing your plan
Going through a change in ownership? Sizing up an IPO? Expanding into new countries? Whatever your situation, you’ll always have a unique set of goals for your equity plan.
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
- Board approval
- Employee communications
- Process design (such as managing payroll deductions, employee data, tax withholding)
- Reporting obligations
- Nominee structures
- Employee Benefit Trusts
For every country where you want to offer your plan, you will need to comply with specific regulations on how plans are managed and how employees hold and trade shares. We deliver plans to participants in 170 countries and counting, so you can be confident we’ll deliver a compliant solution to you.
