Stock in a Box for Private Companies

A new Cost Effective way to manage your Stock Plan Administration

Implementation

Implementation

• No Data Conversion 

All data delivered in Global Shares format;

No data consulting included - incorrect data with error reporting returned;

Any data changes from client $150 an hour;

• System Set-up per questionnaire

Screen shots sent to clients for approval;

System set-up changes or significant data changes are $150 an hour;

Tax rates will be set as a flat rate for each state or country, rate specified by client;

• Process Documents

                       Client uses standard process documents, no changes;

• Client Management

                         No personal Client Relationship Manager assigned;

                         Support provided by Share Plan Team in Service Center

                         Annual billing in advance;

                         Standard client agreement, software included in the annual fee;

                         2 hours of system training provided per year;

 

Administration

Administration

• Reports

                         5 reports provided on a quarterly basis, reports are also self-service

• Grant agreements

                         $5 per paper documents, $2.50 emailed documents;

                         Minimum charge of $100 per grant;

• ISO Splits calculated per system or grant changes or RSA/RSU deferrals

                         Adjustments $100 per hour, $100 minimum charge

• Any modifications to data are charged at $100 an hour
• Capitalization table administration provided at $150/hour

Corporate Events

Corporate Events

• $150 per hour (plus out of pocket expenses)

                         Repricing/Option exchange;

                         IPO/Takeover, Merger or Spin off;

                         Data documentation or audit;

                         Annual employee statements.