Executive Incentives & Retirement Plans
We believe that companies and
participating executives require a professional, personal service
of outstanding quality and flexibility, which is often difficult to
obtain from institutional service providers. We can service a
variety of executive incentive arrangements, ranging from option
and long term incentive plans, to phantom schemes and nominee
arrangements for management buyouts and private equity
transactions.
As a global organisation, we know how international
regulations, international banking, custody requirements and other
operational matters can affect the success of a incentive
arrangement. We work closely with our clients to identify possible
obstacles and provide advice on how to improve the operation of
the incentive plan. As an independent
organisation, we are able to focus on the job in hand and are under
no pressure to utilise in-house banking, broking, legal or HR
consulting services. We can work with either our client's preferred
providers, or introduce them to our network of well established
specialist advisors, banks, brokers and custodians. This
flexibility, together with our team of accountants, lawyers and
experienced trust professionals, ensures that our clients get the
individual solution they require.
Our services include:
- Trustee services for employee benefit trusts
- Employer financed retirement benefit schemes (EFRBS,
EFURBS)
- Co-ordination of legal and tax advice
- Project management of the establishment of complex
plans
- Establishment of all operational functions, including
banking and broking facilities
- Provision of an internal market
- Participant communication
- Record keeping and accounting
