Managing insiders and leavers
Your insiders or PDMRs (Person Discharging Managerial Responsibilities) will be restricted from trading at certain points in your calendar. We enforce these blackout periods for you. We’ll also help participants understand their options when they leave.
Compliant solutions to hold and trade shares
Post-vesting, participants may choose to hold onto their shares. Our global nominee service gives you a compliant solution for any jurisdiction where you have participants. Participants hold shares in dematerialised form and can trade in real-time via their usual online account.
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.
Managing payroll and withholding tax
We’ll work directly with your payroll teams to coordinate payroll deductions and plan contributions. We can calculate withholding tax when employees sell shares and route the funds back to you.
Certainty for all your plan events
There will be a number of events through the life of your plan, depending on your plan type. An event typically takes the form of an award of shares or options, a vesting, an enrolment window and a maturity. These are the times when your share plan is most visible, so you need certainty that they will run like clockwork.
This is why we appoint one of our project delivery managers to own your plan events from beginning to end. They work in tandem with your client manager, whilst you relax in the knowledge that all tasks - such as share dealing, stock transfers and employee communications – are in safe hands.
Expert support at every step of your equity plan journey
Support
Supporting your employees wherever, whenever.
Report
Putting your plan data at your fingertips.
Secure
Treating your information as if it was our own.