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Presentation to EOA Conference 10 May 2012

Presentation to EOA Conference 10 May 2012 Global Equity Plan administration – best practise, common mistakes and current trends. The Regulatory Landscape. Number of Plans in Operation. Participant Numbers By Country. Percentage of the Labour Force that Participate.

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Presentation to EOA Conference 10 May 2012

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  1. Presentation to EOA Conference 10 May 2012 Global Equity Plan administration – best practise, common mistakes and current trends

  2. The Regulatory Landscape

  3. Number of Plans in Operation

  4. Participant Numbers By Country

  5. Percentage of the Labour Force that Participate

  6. UK Participation Numbers Per Plan

  7. UK Trends in Plan Types

  8. US Current Trends

  9. US Option Plans Changes

  10. US ESPP Trends

  11. ESPP Trends

  12. Australian Global Plans – Countries Participating in the Plan

  13. Australia – The Number of Plans that Companies Operate

  14. Employee Plan Types Used in Australia

  15. Executive Plan Types - Australia

  16. How to Make Your Plan Successful • Determination about global/local focus • Decision about whether shares are important • Translation – is this required • Plan champions • Communication and engagement channels

  17. Common Mistakes • Eligibility data • Withholding tax and detailing with it immediately • Management of forfeited shares • Terminations • Taxation – understanding your employees, international assignees

  18. Discussion

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