Share Plan Administration

EquityOutsource

Employee share plans can be the key to superior performance and retention of your leadership team. But ongoing professional management of your share plan is critical to its success.

EquityOutsource is Equity Strategy's strategic partner in share plan administration. We provide a complete solution for the administration of share and option plans.

World-class systems and solution design

We combine in-depth knowledge and experience with world-class systems and technology to provide efficient and timely services to your company's leaders and employees in managing their share and option plans.

We provide a central reference point and up to date information to maximise the incentive effect of share plans. We integrate all parties—your company, participating employees, your plan manager, your share registry and broker.

Key services

Our key services include:

Setting-up and maintaining plan and participant information
Preparing and distributing grant packages
Responding to company/participant queries
Monitoring vesting periods
Facilitating performance hurdle evaluation
Validating exercise entitlement
Processing cash and cashless exercises
Interacting with broker and share registry
Tracking employee terminations
Furnishing company/participant reports
Participating in employee communications and education
Maintaining privacy and security

Benefits

The benefits of partnering with us include:

Professional team on hand
Sophisticated software setup
Seamless implementation and integration
Rapid reporting, responses and availability of information
Frees your company's leaders
Maximises plan potential
Links to share plan design experts at Equity Strategies
Peace of mind

Who to speak to

For a confidential discussion about your needs, please speak to Edward Wright: