Employee Share Plan Case Study

Employee Share Plans – Project Management of International Implementation of SAYE Plan

Brief

A FTSE 100 listed company in the HR & service industry required project management and technical assistance in the implementation of a UK and International Save as You Earn (‘SAYE’) Plan across nine jurisdictions.

Solution

• Prepare UK & International timetable and project plans
• Liaise with the company’s lawyers on a technical feasibility study to identify tax and social security issues in each country
• Design & draft administration manuals for each country
• Design & draft communication material incorporating technical requirements in each country
• Manage securities and regulatory filings in each country with the Company’s lawyers
• Liaise with the Company’s chosen trustee and administrator on the processes and procedures for smooth administration of the plans
• Provide project management support to the Company Secretary’s department on all legal, technical and administration issues

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