Share Incentive Plans (SIP)

Simple Share Incentive Plan
Administration

Our technology simplifies the end-to-end processes for managing your SIP online

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Desktop computer

WHAT IS A SHARE INCENTIVE PLAN?

A Share Incentive Plan – or SIP – is an all-employee UK tax advantaged share plan. New technology streamlines the process for administering these plans and ensures that participants have easy access to information about their SIP shares.

 

At Equatex, we understand your compensation plans are key to your staff performance and motivation strategy. That’s why we offer a comprehensive package of services and tools to deliver the best possible experience for you and your employees.

STREAMLINE THE ENTIRE SIP CYCLE

We offer you and your employees access to their portfolio online and on the go. With Equatex’s services and technology, the processes are simplified at all stages of the SIP cycle.

Illustration of the Share Incentive Plan (SIP) Cycle

FULLY FEATURED FLEXIBLE ADMINISTRATION

EquateMobile App enabling employees to access their plans via mobile devices

Monthly purchase or accumulation periods

Partnership & Matching, Free and Dividend Shares

Online leaver processing

Tax withholding (including OT tax code processing for leavers)

Supporting documentation for tax reporting

Online, real-time trading

Supporting documentation for tax reporting

Access to a dedicated team of share plan experts

Ongoing support, reporting and administration

Evergreen enrolment: one-off or regular invitations

International SIP Product

WORLD CLASS TECHNOLOGY

  • Customised to your brand
  • Plan communication made simple
  • Comprehensive reporting
  • Real-time execution and trading
Laptop, tablet, mobile
+44 203 705 9665
SIP leaflet

Share Incentive Plans Product Card

Our world class services and technology simplify the end-to-end processes for managing your SIP.