Integrated share plan and trustee services, independent for the integrity of your trust
Employee equity plans often need a ready supply of shares for vestings. When it comes to delivering these shares, you have a number of choices which can include allotting new shares, using treasury shares or using shares held in an employee share plan trust. The amount of stock needed to satisfy plan vestings makes employee benefit trusts an attractive solution for the efficiency and independence they provide.
Receive best-in-class support from the leading dedicated share plan trustee business in the market
Save significant time with an integrated approach between the trustee, custodian and administration teams
Access advantageous share dealing, bank interest and FX rates
Enjoy peace of mind knowing there is an independent regulated trustee, so the integrity of your trust is never compromised
Trust in the certainty of having all trustee services in-house (trustee, custody, compliance and share dealing with legal and tax support)
Training of trustees
Train trustees on their roles and fiduciary responsibilities
Nomination and election of trustees
Maintain nomination and election of trustees with employees
Appointment of trustees
Maintain trustee registration with the Master of the High Court
Interaction with the Master of the High Court
Scheduling and convening of trust meetings
Drawing up an agenda for meetings
Prepare board pack for meetings
Recording of the meetings
We have over 1,000 equity experts across all major markets, ready to help you design and deliver the right employee equity solutions.