Corporate equity compensation plan administrators need a resource for accessing, maintaining and reporting on participant and plan information. Our web-based administration tool supplements our personalized administrative support, providing a central point of contact and control for plan administration.

Leveraging the Internet as your primary record keeping tool may eliminate the need for you to maintain your own copy of the database. It also provides access to your participant information at our Firm, 24 hours a day, 7 days a week.¹

The Web Administration tool offers multiple self-service features including:

• Timely plan information and a summary of key stock benefit plan activities
• Direct access to participant profile information
• Plan status and activity reports with multiple sorting capabilities
• Online submission of requests for database updates
• Robust user-entitlement structure to customize user functionality
• Standard and customized report capabilities with many data-filtering options
• Report scheduling that allows users to set up reports to run on a periodic basis and publish the reports to designated individuals

Our Web Administration tool also offers two unique features to assist you with your reporting:

Custom Report Wizard

• Creates custom stock benefit plan reports to answer both unique business questions and basic inquiries
• Provides full data grouping, filtering and sorting capabilities

Online Financial Reports

• Supports financial reporting for equity compensation under FAS 123(R)*
• Calculate your company’s amortization schedules for grants, perform financial analysis and run reports
• Defines and “locks” fiscal periods based on your own fiscal calendar for “as of” reporting
• Uses your company’s chosen valuation method
• Tracks deferred tax assets for awards and nonqualified tax benefit details for exercises

To reach a UBS representative, 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.

¹ Scheduled downtime may apply for systems maintenance.

* UBS Financial Services Inc. does not provide accounting advice, accounting services, nor does UBS Financial Services Inc. certify any financial data or statements. 

Note:  Neither UBS Financial Services Inc. nor its employees provide tax or legal advice.  You must consult with your attorney and tax advisors regarding your personal circumstances.  UBS Financial Services Inc. is a subsidiary of UBS AG.