Discounts

JCOC Members cost: £445.50 JCOC Members are offered a special discount of 10% on all JIBS Short Courses and Certificated Awareness Programmes as well as Club (N)ED, CPD Plus Seminar Series, Anti-Money Laundering CPD Series, Investment Business CPD Series and the Annual Compliance & Economic Crime Symposium.

Discounts cannot be used in conjunction with other discounts or offers.

Overview

The aim of this programme is to provide practitioners and intermediaries with an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and to highlight issues that affect their implementation and administration. Training can also be targeted to improve employees' confidence and ability both in administration and in the area of account management, to promote confidence when meeting and presenting to existing clients or potential new businesses.

Programme content

The Employee Benefit Trusts and Share Plans Certificated Awareness Programme consists of 5 seminars run throughout the year starting on 11 September 2013. This can be booked as a complete proramme at a cost of £495, or as individual short courses at a cost of £120 each.

Contact Gemma Renfrey on 816338 or email gemmarenfrey@jerseyibs.com to register your interest

Seminar 1: Introduction to Employee Benefit Trusts
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Date: 11 September 2013

• Definition
• Purpose
• Parties
• Documentation
• Onshore versus offshore
• Operation of an EBT
• History of EBTs

Seminar 2: Share Plan Design and Implementation
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Date: 16 October 2013

• 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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Date: 20 November 2013

• 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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Date:11 December 2013

• 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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Date: 15 January 2014

• 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