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Share Scheme Annual Statement letter

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Use this Share Scheme Annual Statement to provide employees with an annual statement detailing their share scheme holdings, vested shares, and potential future benefits.

Reading time
How long to understand and implement this letter?
5 mins
Word count
How many words in this letter?
236
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What is a Share Scheme Annual Statement letter?

The purpose of this Share Scheme Annual Statement letter 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 Annual Statement letter, you can streamline your process, maintain consistency and accuracy, and save time, and it can be easily adapted to fit your specific scenario.

Issued by who, to whom
Who should issue this letter, and to whom?
The Employer (you) to the Employer (you)
Applicable legal jurisdictions
In which jurisdictions can this letter be used?
Great Britain & NI (United Kingdom), Worldwide

Share Scheme Annual Statement [Delete this line]

[Company name]

[Sender address]

 

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

 

Share Scheme Annual Statement

This Share Scheme Annual Statement provides you with an overview of your shareholding activity for the year. We hope you find it informative and useful. If you have any questions or require further information, please do not hesitate to contact [HR Contact Information] or the Share Scheme Administrator.

For the Year Ended: [Year]

Participant Name: [Participant's Full Name]

Employee ID/Number: [Employee ID/Number]

Department/Division: [Department/Division]

Scheme Name: [Share Scheme Name]

Shareholding as of [End of Year Date]: [Number of Shares Held]

Summary of Activity

Beginning of Year Shareholding: [Number of Shares Held at the Beginning of the Year]

Shares Acquired During the Year

[Date of Acquisition]: [Number of Shares Acquired]

[Date of Acquisition]: [Number of Shares Acquired]

[Date of Acquisition]: [Number of Shares Acquired]

[Include all relevant acquisition dates and share quantities]

Shares Sold or Transferred During the Year

[Date of Sale/Transfer]: [Number of Shares Sold/Transferred]

[Date of Sale/Transfer]: [Number of Shares Sold/Transferred]

[Date of Sale/Transfer]: [Number of Shares Sold/Transferred]

[Include all relevant sale or transfer dates and share quantities]

End of Year Shareholding: [Number of Shares Held at the End of the Year]

Additional Information

Total Dividends Received During the Year: [Total Dividends Received]

Current Share Price as of [End of Year Date]: [Current Share Price]

Tax Information

Please note that tax implications related to your shareholding may vary based on your individual circumstances. It is advisable to consult with a tax advisor for personalized guidance.

Yours [faithfully | sincerely],

 

 

[Sender name]

[Sender job title]

[Sender telephone]
[Sender email]

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£ 9

Get much more with our
Share Schemes template toolkit:
£25
Share Scheme Annual Statement letter
share scheme annual statement letter