Joint share ownership plans

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Practice notes
FORTHCOMING CHANGE: The EU Fifth Anti-Money Laundering Directive (5MLD) was published in the EU official journal on 19 June 2018 and came into force...
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Produced in partnership with Jeremy Glover of Fenwick Elliott 26th Sep
Practice notes
This Practice Note provides an introduction to:•why companies have employee ownership models•the main types of share ownership models, and•issues to...
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26th Sep
Practice notes
This Practice Note covers the following topics in high level detail:•what are CSOPs?•the law governing CSOP options•the eligibility...
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26th Sep
Practice notes
EMI Review: In the Spring Budget 2020, the government announced that it will review the EMI scheme to ensure that it provides support for high-growth...
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26th Sep
Practice notes
EMI Review: In the Spring Budget 2020, the government announced that it will review the EMI scheme to ensure that it provides support for high-growth...
Read More >
26th Sep
Practice notes
FORTHCOMING CHANGE: The EU Fifth Anti-Money Laundering Directive (5MLD) was published in the EU official journal on 19 June 2018 and came into force...
Read More >
Produced in partnership with Stephen Woodhouse 26th Sep
Practice notes
Leaver provisions and different types of schemeWhen drafting a set of share plan rules or an option or award agreement, a company will wish to make...
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26th Sep
Practice notes
Specific income tax rules (in sections 471–487 of the Income Tax (Earnings and Pensions) Act 2003 (Part 7, Chapter 5) (ITEPA 2003)) apply to...
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26th Sep
Practice notes
What are unapproved share options?Share options are rights to acquire shares which can be exercised when certain conditions have been met (such as the...
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26th Sep
Practice notes
What are growth shares?Growth shares, also known as value shares or hurdle shares, are a special class of shares that have restricted rights. These...
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26th Sep
Practice notes
The use of malus and clawbackThe concept of withholding or even recovering value from executives if a material adverse event occurs following the...
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26th Sep
Practice notes
What are leavers?Departing individuals are known generically as ‘leavers’ but the reason behind the departure will usually result in different...
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Produced in partnership with Jenny Wheater of Duane Morris LLP 26th Sep
Practice notes
FORTHCOMING CHANGE: The EU Fifth Anti-Money Laundering Directive (5MLD) was published in the EU official journal on 19 June 2018 and came into force...
Read More >
Produced in partnership with Jeremy Glover of Fenwick Elliott 26th Sep
Practice notes
EMI Review: In the Spring Budget 2020, the government announced that it will review the EMI scheme to ensure that it provides support for high-growth...
Read More >
26th Sep
Practice notes
A long-term incentive plan (LTIP) is a term that is commonly used among listed companies to describe executive share plans under which a company makes...
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26th Sep
Practice notes
EMI Review: In the Spring Budget 2020, the government announced that it will review the EMI scheme to ensure that it provides support for high-growth...
Read More >
2nd Sep

Most recent Joint share ownership plans content

Practice notes
Summary of the tax treatment of the acquisition of an interest in a jointly owned shareAbsent the specific statutory rules relating to employment...
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25th Sep
Practice notes
Basic structure of a JSOPThe basic structure of joint ownership involves two owners, namely the employee participant who owns the growth interest, and...
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25th Sep
Practice notes
Jointly owned awards are no more and no less than their description implies, namely shares owned jointly by an employee or director and a third party,...
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25th Sep
Practice notes
The adoption of a joint share ownership plan (JSOP) need be no different from any other share plan save that if new shares are to be issued, the...
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25th Sep
Precedents
This Deed is made on the [insert] day of [insert month] 20 [insert year]Parties1[insert name] of [address] (the Participant)2[insert name of company]...
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26th Sep
Practice notes
What are JSOP awards?Jointly owned shares are no more and no less than their description implies, namely shares owned jointly by an employee or...
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26th Sep
Precedents
To: [insert name of participant]We refer to the agreement that we entered into on [date] with you and [insert name of the Company whose shares are...
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26th Sep
Precedents
To: [insert name of Trustee]I refer to the agreement that I entered into on [date] with you and [insert name of the Company whose shares are under the...
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26th Sep
Precedents
[TO BE PRINTED ON COMPANY HEADED NOTEPAPER][Insert name of Trustee][Insert address of Trustee]Date: [Insert date]Dear Trustee(s)[Insert name of...
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20th Oct

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