For Public Companies
Publicly traded companies or companies after an IPO, Merger or Acquisition can benefit from complete outsourcing Management & Trustee Services of Equity Plans that includes:
- Database management by a personal client manager who consults and manages all company needs
- Management of all Israeli and foreign beneficiaries including Israeli Trustee Services in accordance with Article 102 of the Income Tax Ordinance
- Report system for retrieval of all data in a myriad of sectors
- Customer Service Department open between 08:30-23:00
- Personal Internet Accounts for beneficiaries
- Employee Training Session (products, tax articles, exercise processes)
- Constant updates of industry developments for company management (conferences, professional material, tax arrangements, etc.)
- IPO / M&A support with seamless transitioning into trading & ongoing services without database editing requirements.
Enjoy the Advantages
- Over 15 years experience with Equity Plan Management
- SAS70 Level II certified
- Global Customer Service for Israeli and foreign clients
- Highly Trained Proffesionals - over 40 skilled professionals providing service to ~ 400 requests a day
- Exceptionally high satisfaction rate among top Israeli and foreign
- State-of-the-art Management Platforms & Systems
- One Stop Shop - Broad scope of services under one roof: database setup and management, share offerings and compliance, trustee services, trading room, tax reports