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Equity Intelligence

Equity Intelligence

Simplify the compliance
process

The Equity Intelligence team provides clients with market-leading
legal, regulatory and tax information to help you operate your
global equity compensation plans at scale.

Tailored legal and tax
support for share plans
in
any country

From navigating securities and labour laws to understanding tax withholding and
reporting obligations, we provide a comprehensive global view of the regulatory
landscape to help you make informed decisions.

Features

Legal and regulatory reports

Understand the
constantly evolving
regulatory landscape

Clients receive a report outlining information on relevant issues including securities laws, regulatory filings, translation and communication requirements, foreign asset reporting, foreign exchange, data protection, labour laws, shareholder requirements, company laws, salary deductions, malus and clawback provisions, and nominee arrangements.

Legal information report

Tax information reports

Detailed information at
your fingertips

Tax considerations are increasingly complex. Get access to reports showing tax requirements in different jurisdictions globally, designed to help you better understand the tax obligations when operating your share plans.

Tax information report

Country-specific information supplements

Maintain alignment
with country-specific
legal requirements

A supplement is prepared for clients’ participants that contains wording required in each jurisdiction to comply with local laws (e.g. securities laws) and an explanation of any foreign asset reporting obligations.

Country-specific information supplement

Employee tax information sheets

Provide your
employees with relevant
tax information

Explain the tax treatment of your company’s share plans to your employees in an easy-to-understand Q&A format. Employees receive details of each tax, including important dates, tax rates, and an overview of reporting and withholding obligations. The sheets are housed in the participant portal for easy access by your employees.

Employee tax information sheet

Payroll tax information sheets

Equip your global
payroll teams with local
tax knowledge

Neatly breakdown the specifics of your share plan’s tax treatment for your local payroll teams. The information sheets include details on each tax including important dates and rates and the withholding and reporting obligations. The reporting information includes links to the relevant forms to submit and the corresponding deadlines.

Payroll tax information sheet

Benefits

  • eye

    Full access and transparency

    We collaborate with our clients to procure access to market-leading legal, regulatory and tax information provided by Tapestry Insight Ltd in its proprietary digital database, OnTap.

  • Bespoke

    Aligned to fit your needs

    We provide a tailored service based on information that is sourced from the OnTap database. Our team specialises in conducting comprehensive reviews of targeted countries, delivering crucial analyses tailored to each jurisdiction.

  • professional_support

    Professional support

    Regular meetings with our team, covering any country queries or specific topic requests and discussion of market practice.  We aim to demystify equity compensation and give you the tools you need to support your global workforce.

Product FAQ

  • Are you providing legal and tax advice?

    No. Workplace Solutions is not a licensed law or tax advisory firm and all of the services provided will be based upon best practices as established by professionals in the employee equity compensation industry. The services provided do not constitute legal or tax advice and are not intended to replace such advice. Clients should consult with an independent legal and/or tax advisor at any time they require legal and/or tax advice.

  • How does this service help my company?

    Our clients can use the information provided in their global compliance process. An annual review is typically arranged to keep clients aware of any changes in the regulatory landscape.

  • How does this help my participants and payroll teams?

    Our tax information sheets explain the tax treatment of share plans to participants and payroll teams. This aims to increase their understanding of, and engagement with, your share plan and their associated tax obligations.

  • How up to date is the information?

    We work closely with our trusted global compliance partners Tapestry Insight Ltd to make sure our equity incentives information is reviewed regularly and updated when necessary.

Discover how our Equity Intelligence services can support your global equity compensation plans

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