Solutions for Corporations
CEFS examines your equity-linked compensation plans with you in detail to design a service offering customised for your needs.
All processes, including grants, elections, forfeitures, distributions, compliance checks, during the life cycle of your stock benefit plans are handled via EquatePlus
All major stock exchanges and currencies are supported for the trading and payment processing required for your plans
The platform supports a wide range of plan vehicles such as shares, options and warrants, Restricted Share Units (RSU), Share Appreciation Rights (SAR), and American Depositary Receipts (ADR), directly supported with straight-through or bulk processing
EquatePlus can also support complex plan conditions such as absolute and relative performance hurdles supported by portfolio simulations with real-time values for your participants
Centralised database with user-defined, global access for all involved parties via Internet
Powerful communication targeting and publishing tool (to all, defined groups, individuals)
Flexible reporting tool to support all corporate requirements
Transparent plan management (systematic application of insider-rules, black-out-periods, plan rules in case of plan participant and/or corporate events)
Award process support (e. g. Grant uploading, Election facility) incl. Tax withholding and reporting to local payrolls
Country and/or corporate-specific Solutions e. g. Trustmodel, Creation of shares out of conditional capital, taxation tool
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information.
© UBS 1998 - 2014. All rights reserved.