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

We'll put all your plan report and data at your fingertips

Simply log in to Issuer Online to access your reports all in one place. The portal also makes it easy for you to share files with us, request new reports and search for participant data.

When we develop your plan, together we'll specify all the different reports you'll need around contributions, sales, transfers, tax, and more. We'll build the reports and publish them to your online portal at the frequency you set.

When you need a different report, simply let us know - either online or via your relationship manager. We'll build it and publish it to your online portal, ready to download.

  • 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.
  • 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.
  • 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.
  • 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.

Employee share plan trends in 2018

This report is designed to help you learn about how employee shareholders behave in relation to key equity plan events, learn about the latest trends in executive and all-employee plans, regulatory changes and global insights.​ Register for your report.
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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

Talk to one of our experts today, we’ll be happy to help.

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Make the most of your investment in your employee equity plans

Talk to one of our experts today
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