- Trust services, in accordance with the provisions of the Income Tax Ordinance
- Special operational and administrative services customized for every compensation scheme.
- Handling all compensation recipients – in Israel and overseas
- Training and guidance for the company and employees throughout all the work processes.
- Advanced information system that enables company management and employees to access data, digitally sign documents and other support services
- Management and storage of share certificates in a safe for employees who have exercised their options.
- Guiding the company in the process of transformation from a private to publicly traded company, in mergers and acquisitions, and in any structural change.
Equity Plan Services
IBI Capital provides comprehensive trust and operation services for share- and equity-based benefit plans
About The Service
Global companies frequently use foreign brokers to manage their employee incentive plans. In these cases, the Tax Authority permits the establishment of a Supervising Trustee mechanism, which allows the company to allocate equity instruments to its employees under Section 102 of the Income Tax Ordinance, without having them actually held by the trustee. The service is provided as a one-stop shop and for private, public and international companies. The company’s customers are advised by a professional team throughout all stages of the various processes.
The Stages Of The Process
Service To Private Companies
Service to Publicly Traded Companies
- Trust services, in accordance with the provisions of the Income Tax Ordinance
- Special operational and administrative services customized for every compensation scheme.
- Handling all compensation recipients – in Israel and overseas.
- Training and guidance for the company and employees throughout all the work processes, through presentations and training at the company’s offices.
- Advanced information system that enables company management and its employees to have access channels to data, digitally sign documents and other support services.
- Trading services at all stock exchanges worldwide and remittance to anywhere in the word by the IBI trading room.
- Comprehensive handling of tax calculations and deductions, appropriate reports and periodic reports.
- Guidance and assistance with legal and taxation issues provided by a professional and experienced team.
Service to International Companies
- Developing a work process with the company and the broker regarding all types of equity grants (SAR, RS, RSU, ESPP).
- Trust services, in accordance with the Income Tax Ordinance and Supervising Trustee mechanism.
- Special operational and administrative services customized for every compensation scheme.
- Handling all compensation recipients – in Israel and overseas.
- Training and guidance for the company and employees throughout all the work processes, through presentations and training at the company’s offices.
- Remittance to anywhere in the word by the IBI member of the stock exchange.
- Comprehensive handling of tax calculations and deductions, appropriate reports and periodic reports.
- Guidance and assistance with legal and taxation issues provided by a professional and experienced team.
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