Services

Employee Incentive Plans

Your employees are unique.

Give them an Employee Incentive Plan that's as diverse as they are.

Attract, motivate and retain your most valuable asset, your staff — with industry-leading plans, administration systems and service.

System Overview

Our innovative partner platform supports all common employee incentive plan types including share purchase, options, restricted shares, deferred shares, phantom units, share appreciation rights, etc.

With multi-currency and multi-lingual capabilities, the platform can easily accommodate participants in multiple countries with various tax requirements. As your company and plan needs grow, you can be confident that the platform has the functionality to manage your growing needs.

While the system supports plans of great complexity, the website has been kept both functional and user friendly.

Real Time Processing

When data is loaded to the system, your participants and administrators are able to review the information instantly.

Online Access

Participants have 24 hour access to a real-time interactive website which enables transaction modeling, online transaction requests and plan information access. Your Human Resource group will have access to both participant details and a suite of standard and customized reports to meet your specific needs.

Online Reports

Administrators have access to a suite of online reports that are generated in Excel format. Reports are available for either standard date ranges or can be run for specified time frames. In addition, our unique report security enables segregation of report access by the administrator.

Administrative Security

Our system supports multiple levels of administrative access, which means you can determine the reports and account types that your administrators and other authorized staff have access to.

Flagged Participants

The system can “flag” participants such as insiders, officers and directors. The system can then restrict flagged participant transactions and notify administrators as required.

Electronic Statement Delivery

Delivery of statements by e-mail is available, ensuring prompt and cost effective delivery to participants across the globe and those located in remote locations.