Precedents
Covering letter to EMI option holders (options granted pursuant to standalone EMI option agreements)[insert date of letter][insert name of...
13th Jun
Precedents
Letter of wishes to trustee—recommendations in relation to JSOP arrangement[TO BE PRINTED ON COMPANY HEADED NOTEPAPER][Insert name of Trustee][Insert...
13th Jun
Precedents
Clause for PAYE and NICs obligations on transferring employees’ options following a subsidiary sale1Seller Share Options1.1This clause shall apply in...
12th Jun
Precedents
Data protection privacy notice (employment)[Insert name of organisation]Data protection privacy notice (employment)This notice explains what personal...
12th Jun
Precedents
Unapproved share option agreement—standalone deed for employeeThis AGREEMENT is made on [insert date of execution of the share option...
11th Jun
Precedents
Notice of exercise of optionThe Company Secretary[insert date of letter][insert name of company who granted the option] (Company)[[insert address of...
11th Jun
Precedents
Covering letter to CSOP option holders [insert date of letter][insert name of employee][insert address of employee]Dear [insert name of...
11th Jun
Precedents
SIP Partnership share agreement including matching sharesParties1ParticipantName: [insert name of participant]Home Address: [insert address of...
Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard
10th Jun
Precedents
SAYE notice of exercise[INSERT NAME OF COMPANY] SAYE share option scheme (the Scheme)Notice of exercise of optionTo: the [Secretary OR...
Produced in partnership with Ian Murphie of Share Plan Partners Ltd
10th Jun
Precedents
Form of Instruction—general offerThis form is important and requires your immediate attentionIf you are in any doubt about the Offer, the contents of...
10th Jun
Precedents
Rule 15 letter—general offerTHIS LETTER IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are in any doubt about the Offer or the action you...
10th Jun
Precedents
EMI share options term sheet[INSERT NAME OF COMPANY]EMI SHARE OPtionsThis term sheet summarises a proposal to incentivise key employees of [insert...
5th Jun
Precedents
Sell notice for joint share ownership plan (JSOP) agreementTo: [insert name of Trustee]I refer to the agreement that I entered into on [date] with you...
5th Jun
Precedents
Buy notice for joint share ownership plan (JSOP) agreementTo: [insert name of participant]We refer to the agreement that we entered into on [date]...
5th Jun
Precedents
Template for EMI clearance application (advance assurance)Venture Capital Reliefs Team[insert date of letter]HM Revenue and Customs[insert email...
2nd Jun
Precedents
Covering letter to unapproved share option holders for options granted pursuant to standalone option agreements[insert date of letter][insert name of...
2nd Jun
Precedents
Covering letter to unapproved option holders for options granted pursuant to unapproved share option rules and agreement[insert date of letter][insert...
2nd Jun
Precedents
Board minutes—approving the adoption of an EMI scheme and the grant of EMI options[insert name of company adopting the EMI scheme] (Company)—[insert...
2nd Jun
Precedents
Board minutes—approving the adoption of an SAYE scheme and the first invitations to participate under it[insert name of company adopting the SAYE...
Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard
2nd Jun
Precedents
EMI options—FAQs for employeesWhat is the [insert name of EMI scheme]?[insert name of company establishing EMI scheme] (the Company) has established...
2nd Jun