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Equity Participant Interface – Fully outsourced or provision of software for self service


The Global Shares EquityGateway enables more effective management of a company's equity plans and the transactions that occur under those plans. The EquityGateway replaces the paper based processes, typically associated with equity incentive plans, with a customized web based system that transforms how the company's participants interact with their equity holdings. It also brings real value and appreciation of a company's equity incentive plans to the participants allowing them the ability to access their equity plan information in a secure online environment. Some highlights of the Global Shares EquityGateway include the following:

 

  • Ability to view all equity award types granted under the clients equity incentive plans on tailored statements

 

  • Customizable Content & Branding



The EquityGateway allows the interface to be aligned with the clients branding so that when participants log in, they see their company’s logos and language. The participants can be greeted by a welcome video from the CEO or just a simple welcome message outlining what the site does. Incorporate bulletin boards to highlight news related to the client’s equity incentive plans such as stock splits, new grant distributions etc. so that participants are fully informed about their equity incentive plans;


Multiple Statement Types


The EquityGateway allows participants to access their current equity & dividend information in user friendly statements at any time. Participants can see all of their balances such as vested, unvested, exercised etc. on the full range of equity award types that their company grants. All vesting and transaction information can also be accessed; Global Shares works with the client to design a statement that provides value to participants;

Online Task Management


The EquityGateway allows participants to accept grants, elect how they want to pay tax withholding on restricted stock vesting’s and releases, enrol in purchase plans, participate in option exchanges and make miscellaneous elections related to their equity plans;

Online Transactions




Initiate exercises, sale, transfer & purchase requests all online. The system also provides a full reporting audit tool documenting when any online transaction took place and who finalized it. The Equity Gateway provides ease of use to the participant and ease of administration for the company;

Participant Education




Documentation Library. The EquityGateway gives participants access to all documentation associated with their company’s equity plans. Participants can access the carefully categorized documentation to identify plan rules, termination parameters, personal agreements etc. The documentation library supports all popular file formats including Microsoft Word, Excel, Photoshop, PDFs, PNGs etc. Documentation can be uploaded to individual accounts, to participant’s in specific plans and countries or all participants;

 

Multiple modelling capabilities for all award types;
 
Share Price Performance. The EquityGateway lets participants see how their companies share price is performing, both currently and historically from both a public and private company perspective. If there are multiple securities, EquityGateway gives information on both from a numerical and graphical perspective;

 

FAQ and Help Section. Access to ‘Frequently Asked Questions’ and interactive user manuals helps participants understand their plans and how to use the EquityGateway system;

 

Contact Information. The EquityGateway allows participants to submit queries to the plan administrators at the click of a button;

 

The EquityGateway will, amongst other things, also provide an administrative panel for use by both select client personnel and Global Shares personnel. The administrative panel will allow the users to view statements, preview accounts, run customized reports, add or update any content within the site, lock-out individual users and generate communications to the participants.

 

Get in touch with Global Shares today and ask for a demo on the EquityGateway so you can discover how our interactive equity participant interface software can help transform your company’s equity plans.


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