Seminar 5 Share Plan Administration and the Role of the Trustee
Seminar 5: Share Plan Administration and the Role of the Trustee
| Duration: | 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: | 2 |
| Cost: | £120.00 |
| Dates: | Thu 19 Jan 2012 Book Now »
Wed 11 Jul 2012 Book Now » |
Seminar content
- 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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