Case Study – Employee Share Plans – A UK Listed Asset Management Organisation


A UK Listed Asset Management Organisation required comprehensive technical and legal advice on the design of a global share plan across Europe, USA & Asia


  • Attend meetings with the Executive Committee and Compensation and Benefits team to design a Global Share Plan (‘GSP’) 
  • Prepare financial modelling to indicate the cost/benefit of such a plan to the Company and employees 
  • Conduct market research into trends and market practice amongst the industry and competitors 
  • Draft plan rules and ancillary documents for implementation of such a plan 
  • Liaise with the Company’s lawyers on a technical feasibility study to identify tax and social security issues in each country 
  • Assist on selection of trustee and global administrator for efficient administration and management of the Global Share Plan (GSP)