Equity Plan Administration

Equity Plan Administration

Simplifying Equity Plan Management and Enhancing Employee Engagement 

Employee share plans are an increasingly important part of modern reward strategies, helping businesses attract, retain and motivate talent while aligning employee interests with long-term company success. However, operating an employee share plan brings significant legal, tax, compliance and administrative complexity, particularly for growing and multi-jurisdictional businesses. 

At Equiom, we provide a comprehensive equity plan administration service that removes the operational burden from your internal teams. By combining experienced administration specialists with leading technology, we deliver a joined-up solution for equity plan management that improves control, accuracy, governance and employee engagement. 

From Employee Benefit Trust trustee services through to day-to-day employee share plan administration, Equiom supports the full lifecycle of your equity arrangements. 

 

Our Services 

Equiom offers an end-to-end Equity Plan Administration service, powered by our partnership with Ledgy and delivered by a dedicated Equiom service team. Our services are tailored to the needs of each client and can support both existing plans and new implementations. 

Our services include: 

• Equity Plan Administration: Day-to-day administration of employee share plans, reducing internal workload and operational risk 
• Equity Plan Management Platform: Secure online technology to centralise plan data, documentation and reporting 
• Employee Benefit Trust (EBT) Trustee Services: Trustee and governance support where an EBT structure is used 
• Plan Documentation Management: Loading and maintaining all plan documentation in one secure, central location 
• Grant and Transaction Support: Coordinating documentation and approvals for grants, corporate events and transactions 
• Joiner and Leaver Administration: Managing participant changes using standardised templates and workflows 
• Ongoing Plan Maintenance: Maintaining and updating plan records, with API integration to HR systems where required 
• Participant Portal Access: Providing employees with visibility and transparency over their equity awards 
• Reporting and Data Insights: Live reporting and bespoke reporting to meet client, audit and governance needs 
• Dedicated Administrator: A named Equiom administrator for continuity, service quality and accountability 
• Regular Service Calls: Ongoing engagement to understand requirements, support plan changes and answer queries 
• Secure Document Storage: Ensuring records are complete, accurate and easily retrievable during transactions and audits 

 

How We Can Help 

Reducing Administrative Burden and Risk 

Employee share plans are often managed internally by teams already balancing multiple responsibilities. Manual processes, disconnected spreadsheets and paper-based documentation increase the risk of errors, delays and data inconsistencies. 

Our equity plan management approach centralises all plan activity, documentation and reporting in one secure system, supported by experienced administrators. This significantly reduces administration time, minimises human error and improves data integrity across your plans. 

Improving Control, Governance and Compliance 

Operating employee share plans across jurisdictions introduces complexity around legal, tax and regulatory requirements. Accurate records, audit trails and reporting are critical, particularly during corporate transactions or liquidity events. 

Equiom provides structured employee share plan administration with strong governance controls, secure data handling and clear reporting, helping you meet internal governance standards and external compliance requirements with confidence. 

Enhancing Employee Engagement and Transparency 

Well-run share plans should be easy for employees to understand and engage with. Our participant portal gives employees clear visibility of their awards, documentation and benefits, helping reduce queries and improve trust in the plan. 

Better communication and transparency lead to stronger engagement, ensuring your equity plans deliver real value for both employees and the business. 

Supporting Growth and Corporate Events 

Whether you are scaling your workforce, introducing a new plan, or preparing for a transaction, Equiom provides the continuity and expertise needed to support change. 

From onboarding new participants to managing leavers, corporate events and complex transactions, our equity plan administration service ensures your plans continue to operate smoothly as your business evolves. 

A Joined-Up, Technology-Enabled Solution 

Equiom’s Equity Plan Administration service combines:

• Experienced people delivering hands-on administration and support 
• Leading technology to provide visibility, accuracy and efficiency 
• Trustee and governance expertise where Employee Benefit Trusts are used 
• This integrated approach allows us to support clients end-to-end, from plan design and trustee services through to daily administration and reporting. 

Our experience across multiple jurisdictions, combined with our commitment to service quality, ensures your equity plans are managed efficiently, securely and in line with your wider reward strategy. 

If you are running an employee share plan today or considering introducing one, Equiom can help simplify your equity plan management, improve governance and deliver a better experience for your employees. 

Contact us to arrange an initial discussion or demonstration and explore how Equiom can support your equity plan administration needs. 

 

This content has been carefully prepared and is provided for general information purposes only. It offers a high-level overview of certain services available across the Equiom Group and does not constitute legal, tax, regulatory, investment or other professional advice.  

Not all services are provided by every Equiom Group office or entity. For advice specific to your circumstances, please contact our team or an Equiom Group office of your choosing. 

 

 

 

Other related services

• International Pension Plans

• Middle East Workplace Savings and End of Service Benefit Plans

• Employee Benefit Trusts & Share Ownership Plans

• Carried & Co-Investment Structures