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Equity Compensation Services

Our services include ESPP, Options, RSUs, Performance Awards and Stock Appreciation Rights

Our superior technology, global capabilities and shareholders-first approach simplifies the complexities and improves experiences for participants and administrators alike. 

Intuitive self-service platform
Empowers online task management and communication

Business Intelligence (BI) Reporting tool
Delivers real-time insights that drive strategic decision making

Global-first design
Simplifies complexities and improves user experiences

Single-source provider
Reduces risk and creates efficiencies with integrated services

We're not brokers
Eliminates solicitation of employees – we operate in your company's best interest

The EQ technology difference

Our industry-leading software platform, provided by Global Shares, was designed from the ground up to eliminate the complexities of global equity plans and streamline the day-to-day execution of transactions. Multilingual, multi-currency capabilities improve experiences as well as compliance for global employees, while interactive dashboards and real-time reporting tools bring a new level of strategic insight to financial reporting. 

Instant insights. Impressive reports. Happy employees.

  • Online task management, training and tools
  • Real-time trading and execution services
  • Multi-lingual and multi-currency interface
  • Mobility and tracking
  • Global disbursements, tax withholding and compliance
  • Seamless integration with HR and payroll intranets
  • Interactive real-time financial reporting and analytics
  • Automated SEC/EDGAR filing
  • Straight-through share processing
  • Share-based payments expense reporting (IFRS2 and/or US GAAP)

Equity Compensation Plans

  • Employee Stock Purchase Plans
  • Stock Options
  • Performance Awards
  • Restricted Shares
  • Other plans (SAR, SAYE, SIP)

Employee Stock Purchase Plans

Make it easy for your employees to invest in your company with a plan that allows them to purchase shares through convenient payroll deductions. We can help you foster engagement across your employee base by crafting the perfect plan for each level of your organization. 

ESPP plan features

  • Automatic payroll deductions 
  • Optional cash purchases (by check)
  • Purchase price discounts or employer matching contributions 
  • Share source: Original Issuance, Treasury, Open Market
  • Dividend reinvestment
  • Online enrollment and account access

Taking care of shareholders is in our DNA

  • Consistently ranked highest among transfer agents in overall satisfaction ratings
  • Full or partial administration options
  • Regulatory and compliance expertise
  • Single point of contact for all shareholder and administrative services
  • Customer Care Center support from licensed Certified Equity Professionals (CEPs)

GET THE EXPERT SERVICES YOU NEED TO ACHIEVE OUTSTANDING RESULTS

Talk to our team today to find out more about EQ's full range of services to meet your organization's needs