Questionnaire to select the right type of share scheme


Published by a ³ÉÈËÓ°Òô Share Incentives expert
Precedents

Questionnaire to select the right type of share scheme


Published by a ³ÉÈËÓ°Òô Share Incentives expert

Precedents
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Selection of the right Share scheme is essential in order to ensure that the arrangement meets the company’s specific needs and objectives. Your responses to this questionnaire will help your adviser identify the company’s aims and objectives in order to help ascertain the most appropriate share scheme arrangement for it.

This questionnaire helps ascertain which of the following may be best suited to the company:

  1. •

    an unapproved Share Option scheme

  2. •

    an enterprise management incentives (EMI) scheme

  3. •

    a Company Share Option Plan (CSOP)

  4. •

    a save as you earn (SAYE) scheme

  5. •

    a share incentive plan (SIP)

  6. •

    growth shares/value shares

  7. •

    a straight share subscription—see Practice Note: What is an employment-related security?

  8. •

    conditional share awards—see Practice Note: Types of awards

  9. •

    restricted shares

  10. •

    nil paid shares and partly paid shares

  11. •

    a joint share ownership plan (JSOP), and/or

  12. •

    phantom share awards/stock or share appreciation rights (SARs)

For each question, please also insert a ranking (1–3) in the final column of the table. 1 should be used where the objective (as ascertained from the question asked) is most important and 3 where it is least important.

Please note, this questionnaire

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Share definition
What does Share mean?

A stake in a company which confers ownership rights on the holder. shares are also known as equities.

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