We also provide corporate services to various FTSE 250, FTSE 350 and AIM Listed companies, and wherever possible we’ll tailor our services to meet your particular needs. Our main services are:
We provide a deferred settlement facility which enables executives to exercise their options using funds made available by their sale of shares.
From the proceeds of the share sale, we pay the option costs to the company; this includes Tax and National Insurance where applicable. Laws and tax rules may change in the future without notice. The remaining funds are then paid to the executive.
The executive can also use this facility to sell sufficient shares to retain the balance.
This service allows companies to provide an exit opportunity to small shareholders with holdings that are below a pre-determined level.
The company contact shareholders to offer a low-cost deal on a specific date and will carry out one bulk sale on that date, at a low commission rate.
In conjunction with the company and the ‘savings carrier’ (usually a bank or building society), we would aim to contact all qualifying employees approximately 4-6 weeks in advance of the deal giving them the option of:
Corporate ISAs give you the opportunity to invest in your company’s shares in a tax efficient manner and can be made available to staff and shareholders.
Please read our Service Guide for full details.
Our Corporate ISAs offer:
Investments can go down as well as up. You may get back less than you originally invested. This site is intended for Professional Clients only and should not be communicated to, or relied upon by Retail Investors.
Stocktrade is a trading name of Embark Investment Services Limited, a wholly owned subsidiary of Embark Group. You can find out more information at the Embark Group website or download our Group Due Diligence guide.