CCESSM
Services

Share Scheme Administration

Our handling of employee share schemes on behalf of our corporate clients extends to effective administration of equity-based plans, including grant communication and post-vesting administration. We support an extensive range of plan types: employee plans, executive plans, and performance plans, as well as virtual or phantom plans.

Grants & Awards

- Employee share ownership plans
- Managerial and/or executive schemes
- Bulk initial awards & individual awards
- Fault & no-fault termination
- Grant letters
- SENS declarations

Transactions

- Vesting (including bulk vesting)
- Pre-vesting options
- Tax directives
- Transaction letters
- Dividend payments
- SENS declaration
- Settlements (cash or broker transfer)
- Broker integration & execution services

Reporting

- Over 30 standard reports
- Financial reporting
- IFRS2 valuation reporting
- CGT services
- General & individual communication notes / booklets
- Portfolio letters
- Share balance by company

Financial Education

- Financial literacy
- Incentive scheme education & communication
- Financial planning
- Debt elimination
- Money management
- Understanding credit
- Savings & investments
- Tailored solutions

Custody Services

- Custody of electronic or physical form securities
- Multiple jurisdictions across Africa
- Asset administration
- Custodial lending administration
- Corporate action support

Hedging Services

- The Design
- Funding ("AAA" lines)
- Execution of hedging through complex derivatives

Introduction: Personal Finance Masterclass