Overview

An Employee Share Purchase Plan is one of the best ways to provide incentives to your employees and make them feel invested in your company’s performance. Not all plans are the same. Each company must carefully determine which approach to equity compensation makes sense for its goals. This is precisely the type of experience-based guidance that AST has offered for over 40 years to public and private companies alike.

We help our clients build the best plans for their companies, communicating clearly and often with their employee shareholders and helping them derive maximum value from their Employee Benefit Plan, including the following:

  • Convenient and regular investing through payroll deduction
  • Complete administration and trustee services for a Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA)
  • Compounding benefits of automatic dividend reinvestment
  • Management of blackout periods, including associated approvals (preclearance)
  • Single sign-on to existing plans under administration
  • Online participant enrollment 
  • Real-time warning functionality
  • Real-time trading with limit orders (day or 30 days) 
  • Process delivery by direct deposit (EFT), cheque, or wire in various world currencies (as available)
  • Preparation of tax slips

 

Every AST-administered plan is based on innovation and efficiency made possible through technology. We maintain a proprietary technology platform – designed with our customers’ unique objectives in mind – that can be adapted to meet your specific needs.