Employee Benefit Trusts and Share Plans
Employee Benefit Trusts and Share Plans
| 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
View and book this individual seminar
- Definition
- Purpose
- Parties
- Documentation
- On shore versus offshore
- Operation of an EBT
- History of EBTs
Seminar 2: Share Plan Design and Implementation
View and book this individual seminar
- Types of Share Plan
- Defining objectives - Company / Employee
- Design issues
- Stakeholders
- Costs
- Communication
- Legal issues
- Tax issues
- Implementation process
Seminar 3: Approved Share Plans
View and book this individual seminar
- Definition
- All Employee Approved Plans
-Share Save
-SIPs
- Discretionary Approved Plans
-CSOPs
-EMIs - Restrictive Nature of Approved Plans
Seminar 4: Unapproved Share Plans
View and book this individual seminar
- 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
View and book this individual seminar
- 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
What's New
Open Day on Saturday 28 April for New Degree Programme
An opportunity to find out more about the BSc (Hons) International Financial Services at the Business SchoolRead More »
CPD Plus Seminar Series 2012-2013 starting 16 May
The 2012–2013 CPD Plus Seminar Series will comprise ten seminars of 50-60 minutes followed by a 15 minute Q&A, plus two highlight events.Read More »