Employee Benefit Trusts and Share Plans
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Employee Benefit Trusts and Share Plans

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Duration: 5 months x 2 hours
Level: Intermediate
Suitable for:

Training is aimed at individuals working in employee benefits and can be targeted to new starters with no EBT or Trust experience, individuals moving from another area of Trust, to all levels of administrators wanting to develop their overall knowledge of EBTs and the field of share plans.

CPD Hours: 10
Cost: £495.00
Dates: Tue 13 Mar 2012 Book Now »

Mon 10 Sep 2012 Book Now »

Programme content

Seminar 1: Introduction to Employee Benefit Trusts
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  • Definition
  • Purpose
  • Parties
  • Documentation
  • On shore versus offshore
  • Operation of an EBT
  • History of EBTs

Seminar 2: Share Plan Design and Implementation
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  • Types of Share Plan
  • Defining objectives - Company / Employee
  • Design issues
  • Stakeholders
  • Costs
  • Communication
  • Legal issues
  • Tax issues
  • Implementation process

Seminar 3: Approved Share Plans
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  • Definition
  • All Employee Approved Plans
    -Share Save
    -SIPs
  • Discretionary Approved Plans
    -CSOPs
    -EMIs
  • Restrictive Nature of Approved Plans

Seminar 4: Unapproved Share Plans
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  • Definition
  • Long-term Incentive Plans
    -Performance Share Plans
    - Restricted Share Plans
  • Bonus Plans
    -Co-Investment/Bonus Plan
    -Deferred Bonus Plans
  • Phantom Share Plans
  • Share Appreciation Rights Plans

Seminar 5: Share Plan Administration and the Role of the Trustee
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  • Grant
    -Company or Trustee
    - Process
    -Documentation
  • Share Purchase
  • Exercise
  • Process
  • Transfer
  • Sale
  • Sale and transfer
  • Other Issues
    -Tax
    -Record keeping
    -Client communication
    -Dividends
    -Understanding the Trustee’s responsibilities – Client versus beneficiary

 

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