Share incentive plan due diligence questions

The following Share Incentives precedent provides comprehensive and up to date legal information covering:

  • Share incentive plan due diligence questions

Share incentive plan due diligence questions


This questionnaire is designed to enable a purchaser, the purchaser’s solicitors and other professional advisers involved in the proposed acquisition of the Company/Group to obtain the information which the purchaser requires in relation to the statutory tax advantaged share incentive plan(s) (SIP(s)) of the target company (Company) to assist in its valuation of the Company/Group and assessment of the risks associated with the Company’s/Group’s SIP(s). Please answer every question fully. Please provide your answers in italics underneath each question and provide copies of all relevant documentation, ensuring that all answers and documents are clearly marked by reference to the appropriate paragraph of this questionnaire.

We reserve the right to raise further enquiries in respect of both your responses to this questionnaire and generally.



  1. means the Company and each of the Subsidiaries and Group Company means any of them;


  1. means the Income Tax (Earnings and Pensions) Act 2003;


  1. the Award Shares held by each Award Holder;

Award Holder

  1. [insert list of Award Holders or refer to relevant schedule of

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