Financial Planning

HOW IT WORKS

Compliantly issue awards to global talent

Our Global Equity Program leverages world-class expertise from leading legal advisory firms to help you offer compliant, locally tailored equity awards to your people around the world. We handle the complexities of the process—you retain your talent, attract top candidates, work together, and win together.

Deep regional insights

We address all local legal and tax requirements so you can offer equity on a global scale.

Versatile equity awards

From stock options to restricted stock units and phantom units, we make it easy for you to issue a variety of award types.

Tax coordination, payroll processing

Simplify the equity process with comprehensive service that assists with country-specific tax withholdings and equity-associated payroll processing.

Compliance reporting and filing

Our experts take on the ins and outs of supplemental reporting, too—from collecting and validating award data to filing in compliance with local laws.

Plan registration

We support your people by registering their plans with local authorities in any countries or territories where it’s required.

Equity expertise

Consult with our equity compensation experts for help on market-specific tax and compliance requirements.

HOW IT CAN HELP

Mitigate compliance risks

Get the expert guidance you need to grant equity compliantly across borders. Our consultative approach helps you gain a deeper understanding of country-specific requirements to make more informed decisions on award grants, and our comprehensive service mitigates risk at every step of the equity process, from plan registration to reporting.

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Streamline your international compensation

Equity regulations vary so much from country to country that it can be hard for HR teams to offer equity awards, much less consistent ones. Our Global Equity Program makes doing both easy. With versatile plans, a variety of award types, and local expertise around the world, you’ll have a simplified way to offer fair and consistent compensation to all of your people.

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Exceed top talent’s expectations

The world’s top talent wants more than just a healthy paycheck—and our Global Equity Program gives you the robust compensation options to stand out from the crowd. With equity offerings that meet or exceed industry standards for all locations, you’ll always be able to offer a little extra to attract qualified candidates and keep your global dream teams together.

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