administrationMATTERS - October 2007

Welcome to the Capita Share Plan Services newsletter. Keeping you up to date on industry matters throughout the year.

SIP Customer Trend Analysis

The sixth Share Incentive Plan (SIP) Customer Trend Analysis is now available, highlighting the key design features of SIPs since August 2000.

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Article 1

Increasing the focus on ShareSave

We're keen to ensure that our clients are given sufficient choice in the market. We will be hosting a series of breakfast seminars on ShareSave later this year.

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Article 2

Capita’s 6th Share Plan Summit

Details of our forthcoming summit on 5th November 2007 in London. Topics of discussion will include the launch of MiFID.

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Article 3

MiFID and Share Plans

Introducing the new EU directive which replaces the Investment Services Directive and represents a significant change in financial services regulation.

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Article 4

The importance of being independent

In light of the recent controversy surrounding this popular type of discretionary trust, we explore the benefits of truly independent Employee Benefit Trusts (EBT).

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Launching Employee Share Plans into the US

Jeremy Edwards and Susannah Hill of Baker & McKenzie LLP London and Brian Wydajewski of Baker & McKenzie Chicago comment on the issues that UK companies need to consider when launching employee share plans into the US and briefly highlight current trends and initiatives.

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