Stock Options
- Comprehensive outsourcing solution for clients and plan participants
- Recordkeeping, daily plan balancing and share pool tracking, along with plan reports, tax withholding and settlement processing
- Selection of full or partial administration for both Non-Qualified and Incentive Stock Option grants
- Support of multiple option exercise types and our multilingual website provides portfolio modeling and services your employees' exercises and account inquiries online
Employee Stock Purchase Plans (ESPP) - Recordkeeping, purchase calculations, share allocations and disqualifying disposition tracking for Section 423 Qualified plans
- Plan reporting available for corporations, along with disqualifying disposition notification for participants
- Online employee enrollment
- QUICKSaleSM, a transaction allowing participants to sell shares at the time of purchase
Restricted Stock Awards - Recordkeeping, transfer and sales of shares resulting from both Restricted Share Awards and Restricted Stock Units vesting
- Online capabilities to elect tax payment and share distribution methods, sell fully vested shares and specify cash and share delivery instructions
Stock Appreciation Rights Awards - Services mirror Stock Option grant administration
- Corporate clients' choice of settlement in either cash or stock
To reach a UBS representative to assist you with plan information, call 1-866-706-2727 (Monday-Friday, 9:00am-5:00pm ET) or e-mail us at CEFS@ubs.com with your name, title, company and contact information.
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