Manage equity compliantly

Frequently asked questions

• What happens if I cancel my subscription?

  If you cancel your subscription, you'll lose access to all share scheme management features.

  This includes the ability to issue shares, reward employees, and manage what happens to a recipient’s options/shares when they leave the company.

  Your recipients will not be notified of their options vesting, you won’t be able to manage existing live shares, and you will have to manually track your option pool.
  
  Additionally, you'll stop receiving the documents required for your HMRC notifications and lose access to document signing and storage features.

• Will I need to pay for your service yearly?

  Yes, our service comes with a minimum 12-month term, which automatically renews.

  We’ll send you a reminder before renewal, and our team is always available to ensure your plan continues to suit your needs.

  Our platform is designed to streamline the ongoing management of your scheme, giving you peace of mind each year.

• Can I pay monthly and leave the platform after setup?

  No, our service requires a minimum 12-month commitment. The platform is built to offer ongoing support for managing your share scheme, including help with administration, document signing and storage, as well as automatic HMRC reminders, and more.

• Do your prices include VAT?

  VAT is charged in addition. 

• What should I expect when I join?

  Once you sign up, depending on your pricing plan, your Customer Success contact will arrange a welcome call to guide you through the next steps.

  We’ll move at your pace, but your active involvement will be essential to ensure everything progresses smoothly.

• Is there a limit to the number of shareholders I can have?

  No, our platform allows you to manage an unlimited number of shareholders, unlike some other providers that may have restrictions.

• How many recipients can I include in my share scheme?

  Our pricing is tiered based on the number of recipients. To find the plan that best fits your needs, please speak with one of our Equity Consultants for personalised advice.

• How long is the subscription term?

  The minimum subscription term for all plans is 12 months.

  Subscriptions automatically renew each year, and we'll send you a reminder before the renewal date.

  If you need to cancel, you may do so after the initial 12-month period. However, we're always here to discuss any changes and make sure you're on the plan that best meets your needs.