Community Corner

UBS Enhances Partial Administration Offering with EASi for Performancebased Plans


Participant Portal Enhancement Meets Growing Demand for Performance Equity



UBS Wealth Management Americas and independent stock plan software technology company Equity Administration Solutions, Inc. (EASi) today announced they have enhanced their partial administration offering to support performance awards and performance stock units via the UBS One Source participant website. Launched in December 2011, the enhancements allow participants using UBS One Source to easily view their performancebased awards, make tax elections for upcoming vestings and transact.

“Adding performance award functionality enables us to better serve partial administration clients who grant employees performance‐based equity,” said Michael Barry, Executive Director and Head of CEFS Sales and Service at UBS. “The continued enhancement of both our full and partial administration platform and services also reinforces our commitment to delivering first‐class equity compensation plan services and support Fortune 1000 companies and their participants across the globe.”

UBS already offers stock options, stock appreciation rights, restricted stock awards and employee stock purchase plans through its partial administration offering with EASi. The announced enhancements to UBS’s partial administration offering provide UBS with the ability to support a growing number of issuers who include performance awards as part of their equity mix.

“With many companies looking for ways to cost effectively self‐administer their plans, the ability to offer a partially outsourced solution for stock plan administration has great appeal,” explained Don Gillotti, Senior Vice President of Sales at EASi. “The connection to UBS gives customers the convenience of using the UBS One Source website and guidance from Financial Advisors in combination with the EASi platform to streamline the administration and accounting for performance awards.”

About UBS and Corporate, Institutional and Middle Markets Businesses

UBS draws on its 150‐year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. UBS combines its wealth management, investment banking and asset management businesses with its Swiss operations to deliver superior financial solutions and manage CHF 2.2 trillion in invested assets.

UBS is present in all major financial centers worldwide. It has offices in over 50 countries, with about 37% of its employees working in the Americas, 37% in Switzerland, 16% in the rest of Europe and 10% in Asia Pacific. UBS employs about 65,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

The Corporate, Institutional and Middle Markets businesses within UBS Wealth Management Americas comprises Institutional Consulting, 401(k), Corporate Employee Financial Services (CEFS), and the Institutional Middle Markets, including Regional Institutional Sales (RIS), Institutional Equity Group (IEG) and Corporate Cash Management. These institutional and corporate facing businesses focus on cultivating and strengthening partnerships between Wealth Management Americas and their clients.

CEFS delivers first‐class equity compensation plan services and support for stock options, restricted grant awards, performance awards, stock appreciation rights and employee stock purchase plans. CEFS has more than two decades of experience delivering service to Fortune 1000 companies and their participants across the globe. With more than 200 employees and over 255 CEFS network Financial Advisors in 54 cities, CEFS works with over 110 corporate clients and over 1,000,000 plan participants.

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UBS Enhances Partial Administration Offering with EASi for Performance-based Plans.PDF101.62 KB

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