Skip to main content

What to Consider When Globally Expanding Your Company’s Equity Plan

If you’re thinking about expanding your company’s equity plan, or are struggling with the complexities of managing such 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 may help you identify the items you need, without compromising on efficiency or accuracy.

Beneficial Considerations

A Global Information Resource:  

The quality of the information you access may only be as strong as the number of jurisdictions it covers. Find out if your selected provider covers a significant number of countries, including those with more complex regulations, like China.

Accurate Information:

Information accuracy is critical and needs to be backed by law firms with knowledge of the local rules.

Secure Portal Access:

Any technology provider should ensure site integrity and the safety of its users’ profiles, in addition to meeting stringent information security requirements.

A Centralized Dashboard for Your Information:

A centralized dashboard keeps all of your information in one place and may deliver key information based on your jurisdictions.

Document and Resource Library:

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

Ease of Use:

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

On-the-Ground Team:

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

Access Provisioning:

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

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 may never miss an important date.  

Customized Participant Tax Guides:

Beyond standard documentation, customized participant tax guides may deliver added value to your employees.  

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 may help you to transform the way you understand and manage the complexities of your global equity plan.

© 2021 Solium Capital ULC and its affiliates (“Shareworks”). All rights reserved. Shareworks, Shareworks Global Intelligence and all product marks and logos are trademarks of Shareworks. THIS INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE LEGAL OR TAX ADVICE. You should always consult with and rely on your own legal and/or tax advisor(s) as Shareworks does not provide legal or tax advice and the information is not tailored to the specific situations of your company or your employees. The information is sourced from third parties, may not be current and is subject to change without notice. Shareworks makes no representations or warranties concerning the accuracy, completeness or timeliness of the information and is not implying an affiliation, sponsorship or endorsement with/of any third parties or views expressed by such parties. Any views expressed in the information are solely those of the third-party source. Shareworks shall have no liability arising out of, or in connection with, the information, including any loss caused by use of, or reliance on, the information. All information made available by Shareworks is subject to the terms of the written agreement entered into between Shareworks and your company. CRC 3656738-7/21