EQ Insight

Share Registration Account Enquiry

View key information about your company’s shareholders; such as addresses and address history, dividend election choices, and payment methods. Balances are displayed alongside a history of transactions undertaken by the shareholder.

Reporting

You can now self-serve on a variety of Share Registration Reports from the Reports menu. A wide selection of analysis reports are available that will help you understand more about your shareholder base and these are available to printed, exported and saved in various formats such as Excel, CSV and PDF.

Proxy Voting Reporting

At a quick glance, you can see if votes have been received from an individual registered shareholder for your AGM and extraordinary general meetings; both current, historic, and how they have voted. You can drill down further to view more detailed information on how they voted.

Executive and Discretionary Enquiry

You can now view your Exec & Discretionary participants where you will be able to view a high level summary of what Awards and Options the participant has together with a split between unvested and vested and the value of the awards.

SAYE Account Enquiry

You can now view full details of SAYE schemes held by participants including a consolidated summary view of all SAYE schemes held. Together with details of options granted and exercised plus contributions received and missed with option holders details such as address and bank details.

SIP Summary Report

A self-serve SIP Summary report is available within the Report's menu. This report gives you a high level summary of totals for your SIP plan(s) across the different share types broken down into Available, Conditional and Locked-In Shares. You can also select to run the report for all or individual payrolls.

SIP Account Enquiry

You can now view details of SIP shares held by participants. This will include transactions across all shares types such as awards, contributions and disposals. Dividend payments will also be displayed that will detail any cash that has been paid to the participant or any dividend awards.

ESP Portal Enquiry

You can now impersonate your employee plan participants and view exactly what information they view when they are undertaking their ESP portal journeys. You will not be able to perform any updates to their holdings this is just an enquiry view.