Shareholder Services Online
The Global Shares EquityGateway product is a highly innovative web based solution that allows a share owner unprecedented access and control over their private company shares.
From grant acceptance to tax elections, to selling shares and exercising options, the EquityGateway provides a share owner with 24/7 shareholder services with all of their equity information on any device and significant administration efficiencies and cost reduction for the employing companies.
Private Company Shares
Managed online with our accessible EquityGateway participant portal
Customization & Communication
The Global Shares EquityGateway allows clients to customize the share owner experience from both a branding and content perspective.
This flexibility means share owners interact with their private company shares in an environment that is consistent with their company’s language, ethos and corporate identity.
This powerful shareholder services channel allows clients to direct and centralize key communications to the share owner.
See how Global Shares can transform your Shareholder Experience.
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Real Time Equity Data
Central to our online shareholder services is an equity information overview, showing the shareowner their private company shares.
Shareowners can view balances such as granted, vested, exercised, sold, transferred and more… with the ability to drill down to fine detail such as transaction history and vesting events and all of this information can be printed or exported in digital formats.
Ease of Use for Share Owner
Accessibility is at the core of EquityGateway shareholder services. The private company transaction wizards make it simple for participants when moving or cashing out their private company shares. Multiple wizards facilitate transactions such as option exercise, share redemption, share transfer and non-profit gifting and share conversion with the facility for clients to add or remove steps from the wizards.
Share Owner Education
The EquityGateway also offers extensive company shareholders information & training resources such as share owner video tutorials, client specific frequently asked questions & glossaries, categorized and personalized document management, and share price performance metrics. Of particular value to participants, is the ability to discover the power of their private company shares through the intuitive modelling tools which allow participants to calculate potential gains by simulating a variety of share transactions.
Share Owner International Capability
Our global portfolio of private company equity clients demonstrates how we are highly experienced in the management of shareholder services across a wide range of jurisdictions.
Our talented private company share analyst teams are fluent in a variety of languages, and this coupled with our best in class private company shares software, which provides shareholder services online as well as being a sophisticated, dynamic, multi-lingual and multi-currency share owner portal, is guaranteed to give your share owners the best experience possible.
With EquityGateway, participants may…
View their Balances
Make Tax Elections
Enroll in Purchase Plans
Participate in Option Exchanges
Make various elections related to their equity plans
Exercise, sell, transfer and gift their shares
Access a range of intuitive transactional modelling tools
Access informational resources such as FAQs, Plan and Tax documentation
Review & complete online tasks