Leigh Thomson, Director of Client Relations, ANZ
Managing payroll deductions and withholding tax
We’ll work directly with your payroll teams to coordinate payroll deductions and plan contributions. We can calculate withholding tax and route those funds anywhere around the world.
Managing designated persons and leavers
Your designated persons will be restricted from trading at certain points in your calendar. We can apply and enforce these blackout periods for you. We’ll also look after participants when they leave so they have a clear understanding of the options available to them.
Compliant solutions to hold and trade shares
Post-vesting, your employees may choose to hold onto their shares. Our global nominee service gives you a compliant solution for any jurisdiction where you have participants. Your employees will be able to manage these shares via our dedicated portal, EquatePlus.
Supporting meetings and dividends
Depending on your plan design, participants may be able to vote at your general meetings and receive dividends. We'll manage these events end-to-end, including all communications, votes, payments and reinvestments.
Certainty for all your plan events
There will be a number of major events throughout the lifecycle of your plan – this might include an offer and enrolment period, an award of shares or options or a vesting. These are the times when your share plan is most visible, so you need certainty that these events will run like clockwork. That's why we appoint one of our event delivery managers to own the project from beginning to end. They work in tandem with your relationship manager so that you can relax in the knowledge that important tasks such as share dealing, transfers and employee communications are in safe hands.