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Services

Share Plans

Overview

We can work with quoted companies and/or third-party administrators to provide a wide range of services and expert solutions to help you administer your share plans and employee dealing requirements with our years of experience and accumulated knowledge. 

Dowgate Wealth

  • Employee owned business, we are here for the long term

  • Significant experience within the company and at board level

  • Well capitalised with focus on regulatory and custodian processes

  • Material investment in processes and digital infrastructure, fit for future

Our services include the following:

  • Online platform for corporates to view all employees and the plans they may have 
  • Support for international employees and cross border sales 
  • Share option and cashless share dealing services 
  • Vanilla share dealing 
  • Share matching schemes 
  • Employee Benefit Trusts 
  • Employee bonus issues 
  • Dividend Reinvestment Plans 
  • Settlement and custodial arrangements, onshore and offshore 
  • IPO and Friends and Family support 
  • Multi-currency reporting and settlement 
  • Transaction and Reporting including end of year tax reporting
  • Expert dealing capabilities including bulk trades and warehousing 
  • Certificated settlement capabilities and extended settlement 
  • Immediate trade execution and prompt reporting 

Give us a call to discuss how we might be able to help you or provide our expertise to find an equity solution for you.

FAQs

We can work alongside co-sec teams to come up with equity solutions or if there is a plan already in place then we can administer accordingly and provide advice

We can open accounts electronically and can arrange for DocuSign forms to be completed for electronic signature

Co-sec teams can have a master login and sub accounts can be added specifically for the viewing of each employees benefits/shares

Yes but it may be more costly to sell them and take a little longer to receive the proceeds

We will provide year end tax reports including income and disposals

Our online platform can be accessed at any time with up to the minute valuations

Open an account with us today

We have made it as simple as possible for you to open an account with us. If you need any assistance, you can contact us via our online messaging portal, however, if you would prefer to have a conversation over the phone, a member of our team would be delighted to help.

More Services

When your Share Plan matures and the time comes to diversify your investment we can help to establish a broader portfolio and in the most tax efficient way. We can also help with inheritance planning if needed.

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Discretionary Portfolio Management

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Tax Efficient Investing

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Inheritance Tax Portfolio Management