EY Equity Advisor

What EY can do for you

The world of share plans is complex and challenging. Governance and Legal considerations are changing constantly. The risk of non-compliance is high – from a reputational as well as a financial perspective.

EY’s industry-leading global equity professionals support numerous companies across the globe in understanding legal and regulatory considerations of share plans. EY can provide best practice design advice as well as practical guidance on operating share plans globally. We provide support with bespoke employee country tax communications, country payroll instructions and detailed employer tax and legal due diligence reports.  

Our global equity professionals are on hand to assist you with your tax and legal queries.

EY Equity Advisor is an online database that provides you, your payroll and your employee participants with up-to-date access to Share Plan Compliance advice on demand. It is an interactive platform where you can search for up-to-date equity compliance advice by country and share plan type, as and when you need. Our solution is suitable for Share Plan Management Teams, Share Plan Participants as well as payroll teams. 

Key benefits

1. On demand advice: Enables your share plan management easy access to your bespoke share plan compliance advice.
2. Employee and payroll teams view: Enable employees and payroll teams to better understand their legal and tax obligations.
3. Near real time: As and when changes in legislation and/or tax rates occur, we will assess how such changes may or may not affect your global share plans and provide you with specific advice. All our Equity Compliance advice is updated on a near real-time basis.
4. Customised, downloadable reports: Download Equity Compliance reports in PDF or Word, customised for your payroll teams and your employees.
5. Breadth of topics: Integrates detailed legal and tax advice on a range of data points from Tax Point, Taxable value, Withholding obligations, Company and employee reporting requirements, Impact of recharge arrangements, Corporate tax deductibility information, Securities law, Employment law, Data protection and more into one user-friendly platform.
6. Translated video communications:  EY can assist in revolutionising your share plan, augmenting communications with the use of video, by auto translating written scripts into videos in multiple languages.

How EY Equity Advisor works

• You provide details of your share plans to EY. Our Equity professionals review your share plans to identify your bespoke tax and legal considerations in all your jurisdictions.
• We register your share plan management teams, employees and payroll teams on the portal so they can access our due diligence reports.
• You can access your unique portal and search for equity compliance advice by regions and share plan types.

What it delivers

• Integrates bespoke guidance tax and legal implications of share plans
• Support for several user types: share plan admins, payroll teams, share plan participants (employees)
• Interactive heatmap
• Comparison of multiple countries and their restrictions in a single matrix
• Consumer grade technology and user experience

Please contact the team to learn more about EY Equity Advisor and to request a demo to see how our solution can simplify share plans compliance for you.