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All I want for the New Year is….less admin!

Make it your New Years resolution to keep you and your participants happy and save time, frustration and money.  Get the right equity plan system for you.All I want for the New Year is….less admin!

Consolidated Equity Statements with Global Shares

Many companies provide the following documentation to their Plan participants via paper or PDF:

  • Quarterly ownership statements
  • Quarterly incentive plan status statements
  • Purchase or other transaction confirmations
  • Annual tax forms
  • Periodic grant agreements
  • Special communications

Why not use a website portal for delivering equity ownership or equity incentive plan documents and communications


With proper equity administration tools you could provide:

A branded website that has the same look and feel of your company’s intranet, containing your company’s specific messaging
A share ownership statement that reflects current equity values
Detailed incentive plan statements that include:

  • Current share balances and values
  • Vesting schedules
  • Expiration Dates
  • Transaction details (including taxes)

Purchase plan statements that include:

  • Appropriate details for the company’s plan
  • Current share balances and values
  • Sale / disposition details

A library of equity incentive plan documents that can include:

  • Grant agreements
  • Plan documents
  • Customized FAQs
  • Special communications (individual, or by participant group, region or country)

 

Challenges of Global participants:

If your Company has global participants you may face more complex challenges. The right online tool will allow you to provide:

  • Multi-language equity statements and site messaging
  • Multi-currency equity statement values based on current FX rates
  • Historical transactions reflected in other currencies based on the transaction date FX rate

 

Tax Reporting Documentation – at the touch of a button:

At least once a year most companies have to deliver tax forms or statements to their participants.  Have you ever had to deal with the forms being lost in the mail?  Or the recipient misplaces the form?  Or the dog ate it?!  The right tool will allow you to:

  • Post the forms to the personal library of the shareholders or participants
  • Control delivery of the forms via email to shareholders or participants

Tax Form Collection

24/7 Access:

Whether you deliver the statements electronically or in paper form you will invariably have to deal with them being misplaced by the recipient.  A website or portal allows your participants to access the statements 24/7 and can save much time and frustration for you and the recipient.

 

Make it your New Years resolution to keep you and your participants happy and save time, frustration and money.  Get the right equity plan system for you.

 

Contact Us

Do you have a question for the Global Shares team?

Please don’t hesitate to contact us!


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