HBOS EES in the US
HBOS EES administer US share plans encompassing all aspects of equity compensation. We administer Employee Stock Purchase Plans (ESPPs) for US firms, Canadian firms and non US companies with employees based in the US. In addition, we administer the Share Incentive Plans (SIPs), Save As You Earn (SAYE) and other approved plans for US companies with employees in the UK.
Our expertise in the US market includes:
• Option plans
• Restricted stock plans
• Performance Share Plans
• Executive plans
• Trustee services
• Approved plans for US multinationals: Save As You Earn; Share Incentive Plans
• FAS123 regulations
• IFRS regulations
HBOS EES are highly experienced in working with your advisers and consultants to provide input into plan design to ensure administration best practices are utilised, in order to ensure that a tailored solution is established. We have many years of experience in the implementation of new plans across multiple jurisdictions, both as a 'single hit' (i.e. all countries at once), or as a phased approach (where the plans are rolled out to new countries over time). We also have experience in taking on existing plans, where we have migrated up to 10 years worth of data from multiple legacy systems.
We are able to offer our clients support as a Qualified Intermediary (QI), and we are experienced in adhering to US reporting requirements.
For more information about HBOS in the US, please contact us.
