ARTICLE
14 October 2024
STELLANTIS BROADENS EMPLOYEE SHARE PURCHASE PLAN TO NEARLY ENTIRE GLOBAL WORKFORCE
External News

Stellantis

General
Employee stock purchase plans (ESPP)
France
Italy

Stellantis has launched the second wave of its "Shares to Win" employee share purchase plan, extending participation to nearly all 230,000 employees worldwide across 18 countries. The program offers a 20% discount on shares and a 100% matching contribution on personal investments up to €1,000, aiming to increase employee ownership from the current 1.8% to 5% of the company’s capital. This initiative, part of Stellantis’ Dare Forward 2030 plan, fosters employee engagement and aligns their interests with the company’s performance and value creation goals.

ARTICLE
4 November 2024
THALES: LAUNCH OF THE 2024 EMPLOYEE SHARE OWNERSHIP PLAN
External News

Thales

General
Employee stock purchase plans (ESPP)
France
Germany

Thales has launched its 2024 Employee Share Ownership Plan, allowing employees across 36 countries and retirees to purchase shares at a 20% discount with a 50% matching contribution on investments up to €500. The plan, which aims to strengthen employee alignment with the company’s goals, offers 600,000 shares at a discounted price of €119.69, with participants required to hold the shares for five years, except under early release conditions. This initiative, set to run from November 4–24, 2024, provides tax-efficient savings and investment opportunities for employees and retirees, supported by local legal and regulatory compliance.

ARTICLE
16 October 2024
ANSON RESOURCES RAISES A$2.3 MILLION IN OVERSUBSCRIBED SHARE PURCHASE PLAN
External News

Proactive Investors

Trending now
Employee stock purchase plans (ESPP)
USA

Anson Resources raised A$2.3 million through an oversubscribed share purchase plan (SPP), complementing an earlier A$5 million share placement to fund its lithium brine projects in the U.S. This funding will support the development of its flagship Paradox Lithium Project, which has a projected lithium carbonate equivalent (LCE) output of 13,074 tonnes per year, as well as the nearby Green River Lithium Project. Anson’s executive chair, Bruce Richardson, noted strong shareholder endorsement for the company’s growth strategy, with plans to use patented direct lithium extraction technology to maximize production efficiency.

ARTICLE
23 September 2024
SHARE PURCHASE PLAN AND GENERAL SHARE OFFER
External News

Business Desk

Trending now
Employee stock purchase plans (ESPP)
New Zealand

Being AI (NZX: BAI) announced a Share Purchase Plan (SPP) on September 12, 2024, for existing New Zealand shareholders to raise funds for acquiring complementary businesses, developing new technology, and launching Charter school initiatives. The SPP closes on September 24, 2024, with a General Offer for non-shareholders to participate in any shortfall under the SPP, closing on September 26, 2024. Both offers provide detailed terms and participation guidelines through online documents, with flexibility for late applications.

ARTICLE
30 August 2024
ASX ANNOUNCEMENT: HELIOS SHARE PURCHASE PLAN
External News

IPH Limited

Trending now
Employee stock purchase plans (ESPP)
Australia

On August 22, 2024, IPH Limited announced a share purchase plan (SPP) allowing eligible shareholders in Australia and New Zealand to subscribe for up to $30,000 worth of shares without transaction costs. The SPP aims to raise up to $25 million and supplements a $100 million institutional placement completed on August 23, 2024. Proceeds from the SPP and placement will be used to fund IPH's acquisition of Bereskin & Parr and to reduce debt.

5.3 Empowering Equity Career Development

Hear from respected industry leaders as they share their experiences and insights into working in the equity compensation field. This session will cover their personal motivations, the highs and lows of their careers, and what the next generation can expect in this evolving industry. Gain a deeper understanding of the dynamic interactions between issuers and providers, and learn valuable lessons from their professional journeys.

KEY LEARNINGS:

  • Discover why leading professionals chose to work in the equity compensation field and their career highlights
  • Understand the challenges and rewards of the industry from experienced voices
  • Learn about the evolving expectations for the next generation and the issuer-provider dynamic
Speaker/Author

Helen Hopkins, MUFG
Nicola Moodie, MUFG
Gemma Owens, MUFG
Jean Piercey, Legal & General plc

Event date
Wednesday, 13 Nov 2024, 16:25 - 17:15
Country
Breakout series
Location
Partnership 1








Field of Study
Personal Development
Level
B

5.2 Energy Management -Self-Awareness to Prevent Career Burnout

In this mini-workshop, explore how to manage your energy effectively to enhance both your professional and personal life. With stock administrators facing increasing workloads and blurred work-life boundaries, learn strategies to identify energising versus depleting activities. 

Drawing on research from organisational behavior and positive psychology, and insights from Elena’s experience with McKinsey & Company’s Women in Leadership program, you’ll create an energy action plan tailored to boost your personal energy resources and improve overall well-being.

KEY LEARNINGS:

  • Discover how to identify and leverage energising activities both at work and home
  • Learn strategies for managing energy levels to handle professional and personal challenges effectively
  • Develop a personalised energy action plan to enhance your productivity and well-being
Speaker/Author

Elena Thomas, Empower Stock Plan Services

Event date
Wednesday, 13 Nov 2024, 16:25 - 17:15
Country
Breakout series
Location
Affiliation Hub 2







Field of Study
Personal Development
Level
O

5.1 Successful Share Plan Communication Strategies for IPO Transitions and Beyond

Explore how to effectively communicate share plans during an IPO in this insightful fireside chat. As companies grow, equity becomes a key part of compensation, yet many face challenges in ensuring employees understand their equity, especially in Europe. With the London IPO market showing signs of recovery, it’s crucial for late-stage companies to prepare for how employees will respond to equity in their new public phase. 

Join Ledgy and Melanie Oakley, an experienced senior people leader, as they share strategies for engaging employees, executives, and investors through clear, thoughtful communication plans. Learn how to use share plans to educate and involve all key stakeholders during this pivotal transition.

KEY LEARNINGS:

  • Understand the challenges and strategies for communicating share plans effectively during an IPO
  • Learn how to engage employees, executives, and investors with clear and thoughtful communication
  • Discover ways to use share plans to educate and involve stakeholders through the IPO transition and beyond
Speaker/Author

Peter Ahern, Ledgy
Melanie Oakley, Oakley HR

Event date
Wednesday, 13 Nov 2024, 16:25 - 17:15
Country
Breakout series
Location
Affiliation Hub 1






Field of Study
Communication and Marketing
Level
A

4.2 Phantom Awards: Why Cashing Out is not as Scary as it Sounds!

Discover why cash-settling or using phantom awards can be a practical solution for global equity plans in this session. Our expert panel will demystify the process, covering when it’s appropriate to cash settle—such as in cases of complex administration or legal issues in regions like China, the Philippines, or Vietnam. Learn about different cash-settled structures, including how they compare to pure phantom awards, and gain insights into documentation, administration, and common pitfalls. Understand the risks involved, such as Canadian Salary Deferral Rules and securities laws impacting derivatives.

KEY LEARNINGS:

  • Learn when and why to use cash-settlement or phantom awards for global equity plans
  • Explore different cash-settled structures and how to effectively document and administer them
  • Identify potential risks and pitfalls, including regional legal issues and securities laws
Speaker/Author

Matthew Hunter, Tapestry Compliance
Matt Connor, FGE, Lucid Motors

 

Event date
Wednesday, 13 Nov 2024, 15:25 - 16:15
Country
Breakout series
Location
Affiliation Hub 2




Field of Study
Specialized Knowledge
Level
O

4.1 Navigating Equity Awards in a World of Swift Political Change

Examine the impact of the current political climate in Western Europe on share plans and employee taxation with insights from our expert panel. The session will explore current trends, key tax, and legal challenges, and what to expect in the near future. Gain a broader understanding of emerging issues and how they might affect your share plans.

KEY LEARNINGS:

  • Understand how the political climate in Western Europe could influence share plans and employee taxation
  • Identify key tax and legal challenges currently affecting and expected to impact share plans
  • Gain insights into emerging issues across the continent and how they may affect your strategies
Speaker/Author

Will Clifton, Baker McKenzie  
Veerle Lerut, Baker McKenzie  
Agnes Charpenet, Baker McKenzie  
Don-Tobias Jol, Baker McKenzie  
Amy Thompson, Baker McKenzie  

Event date
Wednesday, 13 Nov 2024, 15:25 - 16:15
Breakout series
Location
Affiliation Hub 1



Field of Study
Tax
Level
I