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Employee Share Plan Administration

We specialise in administering and supporting a wide variety of employee incentive plans.

Ease the burden of employee share plan administration

Rewarding and motivating your top talent is more important than ever, but staying on top of complex employee share plans can become an overwhelming administrative burden. 

Too often, employee incentive plans are run from excel spreadsheets leading to potential costly errors.

We meet the administration needs of clients from almost every sector – from publicly listed global corporations to private businesses.

Our clients all share a common goal: they want to reward and incentivise staff in the best possible way, while reducing the administration involved.

How we help

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  • Set up a plan or transfer an existing one

    We can work with you and your advisers to set up a new plan or transfer an existing plan.

  • Recruit and retain talent

    With talent in short supply, a tailored and transparent share scheme, expertly delivered, is the ace in your recruitment and retention strategy. 

  • Dedicated reporting suite

    We provide you round the clock access to your data and reporting. Our suite of reports include IFRS 2 and US GAAP, forecasting and notes for your annual report, along with the HMRC tax return forms.

  • Reduce your administrative workload

    We take care of day-to-day administration, freeing up your finance and HR teams to focus on other important aspects of your business.

  • Recruit and retain talent

    With talent in short supply, a tailored and transparent share scheme, expertly delivered, is the ace in your recruitment and retention strategy. 

Why Ocorian?

  • Trusted by FTSE 100 companies

    We manage employee incentive schemes for over >20% of FTSE 100 companies.

    Trusted by FTSE 100 companies

  • Dedicated and personal service

    We provide a dedicated point of contact to provide efficient communication and build a team around your needs. 

    Dedicated and personal service

  • Online portal

    Our user-friendly portal provides a golden source of information. It’s an advanced document repository and reporting tool in one.

    Online portal

Share plan administration services

We will hold shares on behalf of employees so your scheme can operate under one legal entity.

Our portal lets employees monitor and manage their own share allocation online, including transfers and trades.

We administer plans for fund managers who receive units in their funds rather than shares.

We can advise on and administer aspects of employee benefit arrangements including:

  • Joint ownership equity plans
  • Performance, deferred and matching share plans, including deferral into funds
  • Phantom plans
  • Long-term incentive Plans (LTIPs)
  • Share option plans (SOPs)
  • Company share option plans (CSOPs)
  • Warehousing and internal market arrangements
  • Management Incentive Plans (MIPs) for private equity-backed portfolio companies
  • Carried interest plans
  • Corporate and employee nominee services (including lock-in arrangements)
  • Outsourced plan administration and data requirements
  • We offer trustee and plan administration services, including bespoke data management and consolidated online reporting. 
  • Our platforms provide granular access to employee and asset information on a 24/7 basis. This includes extensive reporting capabilities and a document repository so you can be confident that the information is up to date and accurate.
  • We can give your employees access to an online portal with full visibility of their awards and assets, promoting transparency and trust, with the ability (where relevant) to monitor and manage elections, transfers, and trades online.
  • The portal provides over 80 types of reports and 24/7 access to your data and reporting allowing you to use it when you need it most. 
  • Our suite of reports include IFRS 2 and US GAAP, forecasting and notes for your Annual Report, along with HMRC Tax return forms and many more, helping you meet your reporting and regulatory requirements throughout the lifecycle of your plan.

What you say

What you say

  • "Our plans are complex and demanding - and we expect the very best service. Ocorian offers world class service, and I am delighted that we have developed such a good partnership. We wanted accuracy and attention to details, a fantastic response rate, no mistakes and excellent day-to-day management. This is what we got. We couldn't have asked for a better relationship."

    Barclays Bank

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