Your Cheat Sheet for Going Global

December 17, 2019 Sara Pinkus

If you’re thinking about expanding your company’s equity plan, or are struggling with the complexities of managing a plan in multiple international jurisdictions, you don’t have to struggle alone. 

Because different regions are governed by different regulatory regimes, there are a number of companies providing tax and legal information-as-a-service packaged with a technology engine.  However, not every offering is alike. 

The rubric below will help you identify the items you need, without compromising on the efficiency and accuracy you want.



A Global Information Resource:  

The quality of the information you access is only as strong as the number of jurisdictions it covers.  Ensure that your selected provider covers a significant number of countries, including those with more complex regulations, like China.

Ease of Use:

High-quality information doesn’t mean much if you can’t find your way around – ensure the user interface is intuitive and the design shows foresight.  

Accurate Information:

This goes without saying – information accuracy is mandatory, and needs to be backed by law firms with knowledge of the local rules.

On-the-Ground Team:

Your selected provider should actively team with local law firms in each jurisdiction to source their information, and have a dedicated team to support you as a customer.

Secure Portal Access:

Any technology provider needs to ensure site integrity and the safety of their user profiles, in addition to meeting some of the highest penetration test requirements in the industry.

Access Provisioning:

Provisioning different levels of access for different members of your team is great for audit purposes, in addition to the confidence that comes from knowing the right people are accessing the right information. 

A Centralized Dashboard For All of Your Information:

An intuitive design requires a centralized dashboard, which delivers key information based on your jurisdictions.

Customized Reminders and Alerts:

Your selected provider should give you the ability to schedule reminders and alerts, notifying you of key action items in your plans so you never miss an important date.  

Document and Resource Library:

A dynamic repository of information should have resources in a variety of forms.

Customized Participant Tax Guides:

Beyond standard documentation, customized participant tax guides deliver next-level value to your employees.  

Use the checklist above to evaluate potential providers to ensure that you maintain peace of mind. 

The Shareworks Global Intelligence tool checks every box in the list above, giving you the power to access a cost-effective and intuitive approach to your plan due diligence and tax questions. Learn more today about how we can transform the way you understand and manage the complexities of your global plan.

About the Author

Sara Pinkus

Sara is a content marketing manager at Shareworks by Morgan Stanley, with over five years of experience in the equity compensation space. She helped redesign the Shareworks Certification program in 2016, and is excited to help share the organization's knowledge expertise with the industry.

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CRC 2842115 (12/2019)