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
- 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
- Recordkeeping and accounting