Welcome to Share Lite
Share Plan Compliance made simple.
Share Lite gives you all the compliance information you need for your equity compensation programme around the world.
Sign up today, choose your countries and award types and get to work on your equity plans.
Let's get to know you...
Just a few details, then you're good to go.
You can use our app on any device, at any time. Plus, our information is constantly updated.
Now, select your default plan type...
All tax and legal issues for all five plan types listed. Just choose if you would like to set a default plan type.
Cash Plan - Explainer
Participants can be given a cash sum from their employer. Often to mirror the other share plans and usually have some time to conditions and/or a vesting period attached.
UK EMI - Explainer
A right to acquire shares in the future at a specific price ('exercise price' or 'strike price'). Sometimes there may be conditions before the Participant can exercise the option or a specific time required to elapse between grant and exercise. The participant will not be entitled to voting and dividend rights until exercise, as they do not own the shares until then. The Award is designed to qualify for tax advantageous treatment under the EMI Code.
Employee Stock Purchase Plan - Explainer
Participants can buy shares in the company at pre-determined times, either at the market value at the time of purchase, or at a discount to the market value.
The participant will be entitled to voting and dividend rights from the point of purchase, as they own the shares.
UK Free Shares - Explainer
Shares are awarded (either on a standalone basis: free shares, or in conjunction with the purchase of partnership shares: matching shares) that cannot be sold or transferred until the end of a specified (restricted period) of between 3 – 5 years. During this period, the shares are held in a trust and may be subject to a risk of forfeiture. Taxation may arise depending on when shares are withdrawn from the Plan.
UK Partnership Shares - Explainer
Participants can buy shares at pre-determined times from their pre-tax salary. The shares are held in a trust. An award of matching shares may also be granted which are subject to the participant not withdrawing their partnership shares for a restricted period of between 3 – 5 years. Taxation may arise depending on when shares are withdrawn from the Plan.
Qualified ESPP - Explainer
Participants can buy shares in the company at pre-determined times, either at the market value at the time of purchase, or at a discount to the market value. The participant will be entitled to voting and dividend rights from the point of purchase, as they own the shares. The Award is designed to qualify for tax advantageous treatment.
Qualified RSU - Explainer
Shares are promised to a Participant for a specific time in the future. Usually there are certain conditions, often based on being in employment at the vesting date. The Participant will not be entitled to voting and dividend rights during the vesting period, as they do not own the shares at that time. Once the RSUs have vested, the shares would then be delivered to the Participants and they become shareholders. The Award is designed to qualify for tax advantageous treatment.
Qualified Share Option - Explainer
A right to acquire shares in the future at a specific price ('exercise price' or 'strike price'). Sometimes there may be conditions before the Participant can exercise the option or a specific time required to elapse between grant and exercise. The Participant will not be entitled to voting and dividend rights until exercise, as they do not own the shares until then. The Award is designed to qualify for tax advantageous treatment.
Restricted Stock Plan - Explainer
Shares are awarded that cannot be sold or transferred until the end of a specified 'restricted period'. During this period, although the shares belong to the participant, sometimes they may be subject to a risk of forfeiture (with conditions specified at award).
The participant may or may not be entitled to voting and dividend rights during the restricted period, depending on the rules of the plan. The exact restrictions can impact the tax treatment in some countries.
Restricted Stock Units - Explainer
Shares are promised to a participant for a specific time in the future.
Usually there are certain conditions, often based on being in employment at the vesting date.
The participant will not be entitled to voting and dividend rights during the vesting period, as they do not own the shares at that time. Once the RSUs have vested, the shares would then be delivered to the employees and they become shareholders.
UK SAYE - Explainer
A right to acquire shares in the future at a specific price ('exercise price' or 'strike price') which can be set at a discount of up to 20%. This is in conjunction with a savings arrangement whereby the exercise price is deducted from after-tax salary during a period of 3 or 5 years. At the end of the 3 or 5 years (savings period), the accumulated savings are used to pay the exercise price and acquire shares or alternatively the savings can be returned to the participant. The participant will not be entitled to voting and dividend rights until exercise, as they do not own the shares until then.
Stock Option Plan - Explainer
A right to acquire shares in the future at a specific price ('exercise price' or 'strike price') generally equivalent to the market value of the shares on the date of grant.
Sometimes there may be conditions before the Participant may exercise an option, or a specific time required to elapse between grant and exercise.
The participant will not be entitled to voting and dividend rights until exercise, as they do not own the shares until then.
Great value - no hidden charges
All our prices are for an annual subscription (from the date you register), depending on the number of countries you have in your plans.
The total cost is shown in our price bands on the right.
Select your countries...
We are continually adding new countries to the database and you will be able to add further countries to your subscription at any time.
Please also get in touch with us if there are specific countries that you would like to see on Share | Lite in the future.
Let's wrap up!
You have selected _ countries. This package has a cost of €0.
Welcome to Share | Lite from ShareReporter.
WHO WE ARE
This app (and any updates and supplements to it) is provided by ShareReporter Limited (S|R). S|R is a company established in England and Wales with registered number 12966184 and with a registered office at Cannon Place, 78 Cannon St, London EC4N 6AF.
INFORMATION PROVIDED ON THIS APP
S|R provides no client services and is not regulated to provide legal advice. The information provided on this app is for general purposes and guidance only, does not constitute legal or professional advice and should not be relied on or treated as a substitute for specific advice relevant to particular circumstances. For legal advice, please contact the Employee Incentives team in the London office of CMS Cameron McKenna Nabarro Olswang LLP on firstname.lastname@example.org.
We do not make any representations or give any warranties or undertakings in relation to the quality, accuracy, completeness or fitness for purpose of the content of our app. All information provided on the app relates to circumstances at the time of its original publication and may not have been updated to reflect subsequent developments.
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CHANGES TO THESE TERMS
We may change these terms and conditions from time to time. When we change these terms and conditions, we will publish the updated terms on this app. Please check these terms and conditions regularly. Subject to applicable law, all changes will take effect as soon as we publish the updated terms and conditions, but where legally required to do so, we may take additional steps to inform you of any material changes to our terms and conditions and may request that you agree to these changes.
UPDATES TO THE APP
We may automatically update this app from time to time or change the content at any time. Alternatively, we may ask you to update the app. If you choose not to install such updates or if you opt out of automatic updates you may not be able to continue using the app.
We may also suspend, withdraw, discontinue or change all or any part of this app without notice. As such, there may be times when this app is unavailable for use.
ACCEPTABLE USE RESTRICTIONS
- not use the app in any unlawful manner, for any unlawful purpose, or in any manner inconsistent with these terms and conditions, or act fraudulently or maliciously, for example, by hacking into or inserting malicious code, such as viruses, or harmful data, into the app, or any operating system;
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You are responsible for configuring your information technology, computer programmes and platform in order to access our app and for protecting these with your own anti-virus software, firewalls and any other technical measures. We give no warranties as to the compatibility of our app with your information technology, computer programmes and platform.
INTELLECTUAL PROPERTY RIGHTS
We are the owner(s) or licensee(s) of all intellectual property rights in this app, material published on it and material made available through it. Those works are protected by copyright laws and treaties around the world and other intellectual property rights. All such rights are reserved.
The S|R name and logo belong to S|R.
Subject to the limited exceptions set out below, neither this app nor any part of it may be copied, reproduced, modified, publicly displayed, republished, distributed, extracted or reutilised in any form, without the prior written permission of S|R. Requests for permission should be addressed to: info@ShareReporter.com.
You may make copies, print or download material published on this app or made available through it for your own personal use, provided that you name the author and specify the source where the copy was taken from and you do not modify the paper or digital copies of any material you have copied, printed or downloaded in any way, and you do not use any illustrations, photographs, video, audio sequences or any graphics, separately from any accompanying text.
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If you print, copy or download any part of the material held on this app or made available through it in breach of these terms and conditions, your right to use this app will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.
LIMITATION OF LIABILITY
Except as required otherwise by applicable law, we do not accept any responsibility and shall not be liable for any loss or damage whatsoever, whether in contract, tort (including negligence), breach of statutory duty or otherwise, even if foreseeable, arising under or in connection with:
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To the fullest extent permitted by applicable law, we exclude all conditions, warranties and representations in relation to this app, whether express or implied.
Except as required otherwise by applicable law, we will not be liable for any loss or damage caused to your information technology, computer programmes, platform, data or other proprietary material arising in connection with your use of this app.
Should one or more provisions of these terms and conditions be or become invalid or unenforceable in whole or in part, this shall not affect the validity and enforceability of the remaining provisions of these terms and conditions. In place of any provisions which are invalid or not incorporated in these terms and conditions the relevant statutory provisions shall apply. In all other cases, the parties shall agree a valid provision to replace the invalid or unenforceable provision which reflects as closely as possible the original economic purpose, provided a supplementary interpretation of these terms and conditions does not have precedence or is not possible.
Our rights under these terms and conditions may only be waived in writing.
These terms and conditions, their subject matter and their formation (and any non-contractual disputes or claims) are governed by English law. We and you agree to the exclusive jurisdiction of the courts of England and Wales.
TRADE MARK NOTICE
CMS and the C'M'S' logo are registered trade marks of CMS Legal Services EEIG, a European Economic Interest Grouping, that coordinates an organisation of independent member firms.
See www.cms.law for further details.
ShareReporter Limited is not a member firm of CMS nor a part of, or a business unit of a member firm.
Last updated February 2022
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