Annual Conference

At Computershare, we believe in fostering a culture of employee ownership. Our employee share plans are designed to engage, motivate, and align employees with corporate goals, ultimately driving better business performance. For over 30 years, Computershare has managed employee equity plans across all major markets and global indices. With over 1,000 experts worldwide, our expertise spans all types of plans, whether global, country-specific, broad-based, performance, or executive. We are committed to investing in intuitive technology that simplifies employee equity plan management. We partner with more than 1,500 clients supporting over 5.2 million participants worldwide to help them build employee-centric, high-performing cultures.

Ledgy is a modern equity management platform powering share plans around the world. With powerful automation, global compliance and intuitive dashboards, Ledgy enables companies to truly empower their teams with equity, without administrative headaches.

Ocorian, a global corporate services provider, helps clients manage the complex landscape of multi-jurisdictional compliance and reporting, giving you the freedom to focus on driving your business forward. Our team of trusted advisors take the time to gain a deep understanding of your entity's purpose and keep you informed and prepared for regulatory changes. Whether you're creating new entities or seeking support for your corporate administration, our global reach, local expertise and deep understanding of structures, will help unlock new value for your business

Established in 2018, Optio combines software and deep expertise to manage employee share plans for global companies. The company is trusted by over 500 businesses, with plans administered across 100+ countries and 15 stock exchanges. Optio’s unique ability to support organizations as they mature — from scale-up to public market listing — sets it apart from other providers. By simplifying the complexities of employee incentive programs, Optio helps companies stay compliant, manage equity globally, report costs accurately, all while maximizing the benefits of their share plans.

Aviva is launching a new SAYE (Save As You Earn) to ISA transfer service – designed to help employees make the most of their maturing share plans. As a trusted household name in financial services, we [Aviva] bring decades of experience in helping people grow and manage their wealth. Now, we’re making it easier for them to keep more of what they’ve earned. When your employees’ SAYE shares mature and they exercise, they have 90 days to transfer them into a Stocks & Shares ISA – and doing so means they won’t pay Capital Gains Tax (CGT) on any growth made during their saving period, or any future growth. With recent changes to CGT thresholds, this is more important than ever. Launching to Aviva staff in November 2025 and to partners in 2026, our new digital journey makes the transfer process simple, fast and fully online. For employers, it’s low-effort. For employees, it’s a smart financial move. Aviva’s flexible Stocks & Shares ISA gives your employees the freedom to invest in a way that suits their goals or keep hold of their shares as they see fit. Shares must be within their £20,000 ISA limit. If they transfer their shares, account charges will apply. Investments can go down as well as up in value and they could get back less than invested. Tax benefits are subject to change and depend on individual circumstances. Visit us at the Proshare conference on 25th September to find out more or book an appointment with our team.

CSC is the world’s leading provider of Business Administration and Compliance solutions. Privately owned and proud to celebrate our 125th anniversary in 2024, we’re more than 8,500 people strong, with capabilities in more than 140 global jurisdictions. CSC’s Executive Compensation Services Team provides comprehensive specialist support for share plans, savings, deferred compensation, and carried interest. The team consists of highly skilled and experienced professionals who understand the complexity of ever-changing rules and regulations, and who provide end-to-end trustee management and plan administration services. We focus on the technical administration, governance, and delivery of all plan types using market-leading, innovative, and flexible systems and solutions and can service client needs from our Jersey HQ or from the relevant jurisdiction globally. Our team of experts have been supporting clients’ incentive plans through trusteeship, implementation of holding structures, and plan administration for more than two decades, and are trusted by leading legal and other professional advisors across the globe.

Equiniti are the UK's leading provider of share registration and associated investor schemes. With over 5,000 employees across 26 locations worldwide, we’ve been delivering innovative solutions to clients for over 70 years. Our expertise spans across multiple areas, including share registration, pensions, investment services, and employee benefits. Through our employee share plan services, we've helped hundreds of businesses to design, launch and administer their share plans, providing specialist solutions powered by technology we've developed. Our operational expertise supports the ‘employee to shareholder’ journey, putting employees at the heart every step of the way. To find out more, get in touch!

J.P. Morgan recognises that your company's success is fuelled by the exceptional commitment and dedication of its employees. Workplace Solutions offer a comprehensive suite of technology and services designed to empower your team to confidently manage their workplace incentives. Whether it's share plan management for public and private companies, cap table management for start-ups, financial education, wealth-building tools and more, our intuitive resources help you to attract and retain talented individuals who share your company's vision. Contact us today to discover how we can empower your workforce.

JTC Employer Solutions has a heritage spanning more than 25 years as a market leader in retirement and reward services. We make sure employees get the most from their plans – that they feel valued, supported and motivated. We help our clients achieve this for their employees through our efficient global team, strong governance, disciplined risk management and technology enabled solutions. We have developed long-term, trusted partnerships across our global client base of more than 300 corporate relationships. Our clients range from owner-managed businesses to some of the world’s largest corporations. They come from every industry sector, spanning more than 100 countries. Each with unique requirements, we tailor our services accordingly and support clients throughout the entire lifecycle of the plans we administer. Clients who partner with us benefit from the wealth of experience we have gained as well as our global network, our robust platform and strong governance framework.

MUFG Corporate Markets, a division of MUFG Pension & Market Services, provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. MUFG Corporate Markets, a division of MUFG Pension & Market Services is a market-leading provider of technology-enabled solutions in financial and corporate markets with committed to empowering a brighter future, by connecting people with their assets. We provide the platform to list on global stock exchanges and keep pace with change and investor relations. Our teams support boards at all levels of maturity with ever-changing regulation, governance and shareholder engagement. Employees are the heart and soul of every business, and we never forget that. It’s not just a share plan. It’s a deposit for that dream house, a talented student’s university place or the trip of a lifetime. Tax-advantaged employee share plans remain one of the most celebrated ways for employees to secure their financial futures. Whether it’s an all-employee plan or a bespoke executive plan, we’ll listen to your requirements so we can fully understand your world and then tailor our services to best suit your values, culture and strategy. Come and visit our stand to find out more.

Knowledge is power in financial wellbeing. Our award-winning programme empowers employees with the confidence to take control of their future through expert guidance, planning, and informed decisions. Visit the AAG stand to find out about our bespoke approach to financial wellbeing, our programme is tailored to your employee demographic, which allows us to provide the right level of education and support designed to accommodate employees at all levels. Enter AAG’s competition to win a 12-month complimentary financial education programme to provide your employees with the confidence and tools to take control of their financial future.

We offer pragmatic advice, based on our extensive knowledge across industries, whilst always considering the uniqueness of your business, and provide the full range of Tax and legal services, including corporate transactions, competition, employment, intellectual property and technology, data protection, disputes, investigations, compensation and many more, which means that you will benefit from integrated advice. Innovation is embedded in our DNA and we combine legal expertise with technology, design thinking, and alternative legal services to deliver transformative solutions that are pragmatic, ambitious, and scalable. As a result, our lawyers are used to working in multi-disciplinary teams and take a holistic approach to service clients with end-to-end solutions

Deloitte’s Equity & Incentives practice and network of global incentive specialists deliver the full spectrum of services, supporting fast growing start-ups through to large multinationals with incentive design, governance, compliance, tax, legal, regulatory, operations, communications, accounting, and cost management of incentive arrangements. This multidisciplinary approach allows Deloitte to provide a breadth and depth of support from inception to implementation and throughout the ongoing operation of incentives. Our collaborative problem-solvers work with you, bringing differing perspectives and insight to uncover untapped value, resolve issues efficiently and creatively, and seize opportunities. Deloitte Equity & Incentives. With you every step of the way.

Fidelity provides global equity administration solutions to ~860 clients and 2.8m+ participants1. We focus on: • Product and service excellence – striving for consistent client satisfaction • Flexible global recordkeeping; from full outsourcing to partial administration • Integrated reporting and tax management capabilities • Intuitive digital experience and participant education to help maximise engagement • Global service in 150+ countries with multilingual support in ~200 languages1 • 1,000+ dedicated global call-centre representatives available 24/51 • 200+ CEP certified staff2 • More seamless integration across all workplace benefits via a single platform

Flagstone International is redefining cash management and adding value to clients – including corporates, employee benefit trusts and other entities – through a fintech platform that streamlines access to multi-currency deposits and FX across global banks. Replacing outdated banking processes, clients earn competitive returns through one secure, efficient interface. Able to serve clients globally, Flagstone International is delivering measurable impact by leveraging cutting-edge technology and forging partnerships with Trust & Corporate Service Providers.

ShareGift (registered charity no. 1052686) is the UK’s only specialist share donation charity. ShareGift accepts donations of securities and related cash entitlements, regardless of value, and uses the resulting proceeds to support a very wide range of charities in UK and Ireland. ShareGift works with individuals, registrars, company secretaries, share plan providers and asset managers to provide a solution to problem assets of all kinds. ShareGift has made grants in excess of £60million in total to charities in the UK and Ireland, and in the process has supported over 4,000 different charities.

Tapestry is an award-winning law firm specialising in all aspects of global executive and all-employee share and incentive plans. We have an experienced team of 20+ lawyers, enabling us to provide effective and reliable advice. We have clients listed on all the world’s major stock exchanges. Tapestry also offers training and access to its unique OnTap database for global legal and tax compliance. We build strong, long-term relationships with our clients, and we are known for our flexible, commercial and pragmatic approach. We listen, we understand, and we go the extra mile

WEALTH at work is a leading financial wellbeing, retirement and workplace savings specialist - helping employees to improve their financial future. We provide financial education and one to one guidance on a bespoke basis which can be delivered globally. As part of the Wealth at Work group, we deliver these services for hundreds of organisations. For those wishing to understand their personal financial situation, support is provided through our helpline. At this point, we can offer access to investment advice. We also offer other investment options; these can be initiated at individual level or arranged at employer level by setting up and offering a Workplace ISA.