....Redefining Equity Plan Management

Equity Plan Administration – Fully outsourced or provision of software for self service

The equity plans Global Shares administer range from those with only a few senior executives in a single location to those with tens of thousands of participants in several countries and continents. Why not look into our cutting edge equity plan management software? We work with pre-IPO companies to mature multinationals providing multiple administration modules to cater for all client requirements with a high focus on the administration system usability incorporating interactive menus, data drill down capabilities, full audit trails etc.

Global Shares' best of breed equity administration services include:

• Able to administer a wide range of award types including but not limited to: options (approved / unapproved, NQSOs / ISOs), CSARs/ SSARs, RSUs/ RSAs, PSUs, PSS, warrants, shares etc.
• Caters for all plan types including, but not limited to: options, restricted stock, performance shares, cash-based, phantom, ESPP, SIP, Approved Purchase Plans etc.
• Maintaining the share plans’ database through direct feeds with clients, HR and payroll providers
• Handling the day-to-day administration of share plans for transactions, such as restricted stock vesting, terminations, exercises, expirations etc.
• Cutting edge communication tools to provide personalized communications and updates via SMS and email
• Automated Stock Quote & Exchange Rate Feeds
• Full administration reporting
• Full suite of financial reporting from disclosure reporting to IFRS/ US GAAP expense accrual, common equivalent / EPS and deferred tax reporting
• More focused approach on client-specific reporting on top of base reports
• Able to customize reports, incorporating share price/ FX rate information (e.g. able to provide payroll files in multiple currencies)
• Statement and Form Generation I.T. tools to facilitate clients’ ad-hoc requirements (e.g. ISO 6039 statement generation, termination specific statements etc.)
• Corporate Events, including stock splits and re-pricing.
• Able to provide multiple role types on our administration platforms (e.g. read-write, read only, reports only, HR reporting only, financial reporting role etc.)
   

With focus on quality, flexibility and reliability, Global Shares will provide your company with the flexible and timely reporting you need to ensure your plan is managed accurately and most importantly, in a compliant environment.

Global Shares will assume responsibility for the stock plan data, provide ad-hoc and timely monthly, quarterly and annual reporting – and be your partner when changes occur. We can implement new plans or convert your data from your existing platform, using our data management tool EquitySync.

From the moment you meet your implementation specialist until we begin supporting you on a daily basis, you will find a "new” level of service.

The implementation project team will be headed by a Global Shares implementation manager who will be responsible for the co-ordination of the project from start to live date. Your implementation manager will be supported by members of our support team including: Systems, Training, Account Management, Support Services and Employee Communications.

Each client is supported at a corporate level by a dedicated relationship manager. Your relationship manager is your point-to-point contact for all customer queries and administrative services throughout the duration of your relationship with Global Shares.

All Global Shares full  administration clients can be supported by permissioned access to all participant, plan and reporting information within our database. Access levels will be agreed during implementation as will roles and responsibilities to update information (updating can be on a shared arrangement or fully outsourced to Global Shares). See share plan administration software for more information.

Get in touch with Global Shares today and ask for a demo on the EquityAdmin systems we provide so you can discover how our interactive equityadmin software can help transform your company’s equity plan(s).