EBT/EOT—basic principles and set-up

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Practice notes
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Practice notes
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Precedents
Company board minutes approving the termination of an EBTMinutes of a Meeting of the Board of Directors of the Company held at [insert place of...
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Precedents
Trustee power of attorneyThis Deed is dated [insert date]BY[insert full name of Trustee] incorporated and registered in [insert country in which the...
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Practice notes
What is an employee benefit trust?The EBT as a trustAn employee benefit trust (EBT) is a form of trust. A trust refers to the legal relationship...
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Produced in partnership with Jeremy Glover (Share Schemes) 15th Aug
Precedents
EBT deed of terminationThis Deed is made on [insert date of Deed]Parties1[Insert name of Company] registered in [insert where the Company is...
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Precedents
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Practice notes
Practicalities of setting up and operating an employee-ownership trustOverview of the practical issuesShareholders considering transferring the...
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Precedents
Letter to trustees of EBT—recommendation for trustees to grant and satisfy awards[insert full name of Trustee]as trustee of the[insert full name of...
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Precedents
Employee benefit trusts (EBT) due diligence questionsIntroductionThis legal due diligence questionnaire relates to the proposed purchase by [insert...
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Precedents
Board minutes establishing EBT[insert name of Company]Company No[ insert registered number of Company](the Company)Minutes of a meeting of the Board...
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Precedents
Board minutes establishing EOT[insert name of Company]Company No [insert registered number of Company](the Company)Minutes of a Meeting of the Board...
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Practice notes
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Precedents
Letter to trustees of EBT—notification of proposed grant of awards[insert full name of trustee]as trustee of the[insert full name of the employee...
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Precedents
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Precedents
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Precedents
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