Share Plan Administration

We know and understand both the benefits and pitfalls of setting-up and operating a share plan for your staff and have offered share plan services to our clients for many years.

We offer flexibility in what we provide: just consultancy, or a partly-administered or fully outsourced service.

As with all the services we provide, we can cater to our clients every need, focusing on a high level of service while remaining cost-competitive.

We can administer approved and non-approved plans, including:

• UK Share Incentive Plans (SIP)
• Enterprise Management Incentive Plans (EMI)
• Long Term Incentive Plans (LTIP)
• Deferred Bonus Plans (DBP or DSB)
• Executive and Company Share Option Plans (ESOP and CSOP)
• Growth or Joint Ownership Share Plans
• Nil or Partly Paid Share Plans

Additionally, we can:

• act as trustees;
• attend to all routine correspondences;
• provide a scalable software platform often necessary for larger plans;
• reconcile or audit existing share plan data;

If you would like to discuss our share plan services further, please feel free to contact us without obligation.