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Share Scheme policy

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Use this if you require a robust and practical share scheme policy.

Reading time
How long to understand and implement this policy?
5 mins
Word count
How many words in this policy?
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What is a Share Scheme policy?

The purpose of this Share Scheme policy is to provide you with a flexible and customisable document to serve as a robust and effective starting point for you.

By using our Share Scheme policy, you can streamline your process, maintain consistency and accuracy, and save time, and it can be easily adapted to fit your specific scenario.

Best practice timescale for this to be issued
When should this policy be issued?
During onboarding / after changes / planned refresher
Issued by who, to whom
Who should issue this policy, and to whom?
Internally issued to appropriate recipients in your Company
Applicable legal jurisdictions
In which jurisdictions can this policy be used?
Great Britain & NI (United Kingdom), Worldwide

Share Scheme Policy


This Share Scheme Policy ("Policy") outlines the principles and guidelines governing [Company Name]'s share schemes ("Share Schemes"). These schemes are designed to provide eligible employees with opportunities to acquire shares in [Company Name].


All eligible employees of [Company Name].

General Principles


The primary objectives of the Share Schemes are as follows:

a. To align the interests of employees with the long-term success and growth of [Company Name].

b. To provide eligible employees with a sense of ownership and participation in the company's financial performance.

c. To reward and retain key talent by offering opportunities for financial growth.

Types of Share Schemes

[Company Name] may offer various types of Share Schemes, including but not limited to:

a. Employee Share Option Plans (ESOPs)

b. Enterprise Management Incentive (EMI) schemes

c. Save As You Earn (SAYE) schemes d. Share Incentive Plans (SIPs)


Eligibility criteria for participation in specific Share Schemes will be outlined in scheme-specific documentation. In general, eligibility may be based on factors such as length of service, role, and performance.

Share Scheme Administration

The administration of Share Schemes, including the issuance and management of shares, will be overseen by a designated Share Scheme Administrator or Trustee.

Vesting and Exercise

The vesting and exercise conditions of shares acquired through Share Schemes will be clearly defined in scheme-specific documentation.

Tax Implications

Participants are advised to consult with a tax advisor regarding the tax implications of their participation in Share Schemes.


Participants are required to maintain the confidentiality of all Share Scheme-related information, including personal share allocations and any sensitive financial information.

Communication and Support

[Company Name] is committed to providing clear communication and support to participants in Share Schemes. Information regarding scheme rules, updates, and assistance will be made available.

Amendment and Termination

[Company Name] reserves the right to amend, suspend, or terminate any Share Scheme at its discretion. Participants will be informed of any such changes in advance.


[Company Name] is dedicated to promoting transparency and fairness in the administration of Share Schemes. This Policy serves as a foundational document outlining our commitment to the principles and objectives of these schemes.

For detailed information on specific Share Schemes and their terms, participants are encouraged to refer to the respective scheme documentation.

This policy [does not] form[s] part of your terms and conditions of employment.

Version: [1.0]

Issue date: [date]

Author: [name, job title]

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Share Scheme policy
share scheme policy