Скачать презентацию How to use this template Description Скачать презентацию How to use this template Description

23bb90373af24f2764e0ed3c8a41bb9c.ppt

  • Количество слайдов: 34

How to use this template § Description – This template allows you to explain How to use this template § Description – This template allows you to explain the rules/details of your plan, as well as introduce Solium as your new Administrator. Use the slides you find applicable and customize content according to your plan rules. Create slide notes to assist the presenter with the presentation of the information. § Goal – Inform plan participants of plan information and transition to Solium § Timing – Date of launch (Go LIVE date) § Distribution – Webinar, presentations, road shows, intranet § Branding – Use your branding, corporate Power. Point template ACME Co. 1

Employee Share Purchase Plan (ESPP) Jane Smith December 15, 2008 Employee Share Purchase Plan (ESPP) Jane Smith December 15, 2008

Agenda Section I: Plan Overview Section II: Plan Administration Section III: Managing your portfolio Agenda Section I: Plan Overview Section II: Plan Administration Section III: Managing your portfolio through Shareworks Section IV: Key Dates ACME Co. 3

Section I Plan Overview Section I Plan Overview

Stock Market § Why own stock? – Benefit from Company success – Receive voting Stock Market § Why own stock? – Benefit from Company success – Receive voting rights (if applicable) – Investment vehicle § What type of stock does have? – Stock symbol? – Exchange? – Class of shares? – Voting versus non voting? ACME Co. 5

<Company> Stock Price § Stock Symbol: <stock symbol> § Exchange: <exchange> § Current price: Stock Price § Stock Symbol: § Exchange: § Current price: <$price> Customization Tip: Include graph of stock performance for last 6 months, etc. to portray the increase (or decrease) in stock performance over time. ACME Co. 6

Why Participate in <Plan Name> § Facilitate employees’ opportunity to own <Company> shares § Why Participate in § Facilitate employees’ opportunity to own shares § success = your success § Complements compensation and benefits program ACME Co. 7

Plan Overview NOTE: High level details of the plan Example: § Voluntary program § Plan Overview NOTE: High level details of the plan Example: § Voluntary program § Used to buy shares ACME Co. 8

Eligibility § Who is eligible to join the plan? ACME Co. 9 Eligibility § Who is eligible to join the plan? ACME Co. 9

Employee Contributions § How much can I contribute? ACME Co. 10 Employee Contributions § How much can I contribute? ACME Co. 10

Eligible Earnings § What are eligible earnings? ACME Co. 11 Eligible Earnings § What are eligible earnings? ACME Co. 11

Contribution Changes § Can I change my contribution amount? § Can I suspend my Contribution Changes § Can I change my contribution amount? § Can I suspend my contributions? ACME Co. 12

Terminations § What happens if I am terminated or take a leave of absence? Terminations § What happens if I am terminated or take a leave of absence? ACME Co. 13

Transactions § When can I make a transaction? § What kind of transactions can Transactions § When can I make a transaction? § What kind of transactions can I make? – Cash withdrawal (sell shares) – Withdraw Shares (receive shares) ú Send share certificate to your home address or your broker ú Electronic or physical certificate § What are the restrictions/limitations to making a transaction? § Can I transfer shares to an outside broker? ACME Co. 14

Tax Implications § What are the tax implications? ACME Co. 15 Tax Implications § What are the tax implications? ACME Co. 15

Plan Enrollment § When can I enroll in the Plan? § How do I Plan Enrollment § When can I enroll in the Plan? § How do I enroll in the Plan? ACME Co. 16

Blackout Periods ACME Co. 17 Blackout Periods ACME Co. 17

Order Types * Applicable only when selling shares § Market Order – Sell your Order Types * Applicable only when selling shares § Market Order – Sell your shares at the current market price § Limit Order – Specify the price you would like to sell your shares – Valid for 30 calendar days; if the market price does not meet the limit order price, the order will be cancelled ACME Co. 18

Section II Plan Administrator Section II Plan Administrator

New Plan Administrator Solium Capital Inc www. solium. com ACME Co. 20 New Plan Administrator Solium Capital Inc www. solium. com ACME Co. 20

Benefits of Solium § Login online to your Shareworks account anytime, anywhere § Direct Benefits of Solium § Login online to your Shareworks account anytime, anywhere § Direct access to financial markets for seamless transactions § Self-serve online statements § View complete history of all transactions § Automated alerts on key events, such as blackouts § Discounted brokerage fees § No need for individual brokerage accounts § Phone and email support § Service Center hours are 8 am to 8 pm ET, Monday through Friday § Available to answer your questions or support you through the transaction process ACME Co. 21

Section III Managing your portfolio through Shareworks Section III Managing your portfolio through Shareworks

Step 1: Account Activation § Open your Shareworks account online at www. solium. com/activate Step 1: Account Activation § Open your Shareworks account online at www. solium. com/activate § Complete short activation form requesting contact information § Your Shareworks account details will be mailed to you ACME Co. 23

Step 2: Login to Shareworks § Log in at www. solium. com/login § Enter Step 2: Login to Shareworks § Log in at www. solium. com/login § Enter Account Number and Password § Review and Accept Agreement(s) ACME Co. 24

Step 3: Manage Your Profile § Go to the Personal Profile & Passwords tab Step 3: Manage Your Profile § Go to the Personal Profile & Passwords tab to manage your: – contact information such as mailing address, phone numbers, – – and personal email bank account information brokerage account information login and transaction passwords alternate login ACME Co. 25

Transacting On Shares Step 1 - Parameters – Enter the type of transaction (cash Transacting On Shares Step 1 - Parameters – Enter the type of transaction (cash withdrawal, withdraw shares) – Enter the number of shares you would like to sell / withdraw Step 2 - Delivery – Choose how you would like to receive your proceeds / shares Step 3 - Specify Order Type (when selling shares) – Choose order type (Market or Limit) ACME Co. 26

Transacting On Shares – Cont’d Step 4 - Verify – Verify your transaction details Transacting On Shares – Cont’d Step 4 - Verify – Verify your transaction details and order information – Enter your transaction password Step 6 - Confirmation – Once transaction is completed, you will receive a confirmation number ACME Co. 27

Fees § Solium Transaction Fees – $XX transaction fee – $XX additional fee when Fees § Solium Transaction Fees – $XX transaction fee – $XX additional fee when placing Limit Orders – $XX additional fee when transacting through Solium’s Service Center § Brokerage Commission – $XX for trades < 1000 shares – $0. 0 X for trades >= 1000 shares ACME Co. 28

Fees – Cont’d § Disbursement Fees – Check by Mail (USD) - $XX USD Fees – Cont’d § Disbursement Fees – Check by Mail (USD) - $XX USD – Bank Wire ($US to US bank) - $XX USD – Bank Wire (International) - $XX USD § Certificate Fees – Physical Certificate - $XX USD – Electronic Certificate - $XX USD ACME Co. 29

Section IV Key Dates Section IV Key Dates

Key Dates § Launch on Shareworks: § Activate accounts by: § Enroll in Plan Key Dates § Launch on Shareworks: § Activate accounts by: § Enroll in Plan by: ACME Co. 31

Employee Action Customization Tip: If applicable, you may want to includes steps that employees Employee Action Customization Tip: If applicable, you may want to includes steps that employees need to take, etc ACME Co. 32

Contact Solium Online: www. solium. com Email: help@solium. com North America: 1. 877. 380. Contact Solium Online: www. solium. com Email: [email protected] com North America: 1. 877. 380. 7793 International: International code + 1 + 403. 515. 3909 Hours: 8 am - 8 pm MT, Monday - Friday ACME Co. 33

Questions? Questions?