Share Plan Types

Share Plan Types allow you to record Plans, such as Share Option Schemes or Save as you Earn Schemes, and can be configured in the List Manager.

To access the various Share Plan Types:

• Navigate to Share Plan Types and select New.
• Enter a Quick Reference and a Description for the type of Share Plan.
• Select Next.

• The headings for Acquisitions, Disposals and the options for these can also be set up, which will appear on the Interests in Share Plans' Reports.
• Use the pipeline (|) if you want to add several options.
• Enter these and select Finish.

You will then be able to record a Share Plan under the Ownership section.

• The Plan Type can be selected from the dropdown menu once the types have been configured in the List Manager.
• Enter the other details accordingly, select Next and continue the Wizard until complete.

The Interest in the Share Plan can subsequently be recorded under the Appointments > Interest in Share Plans section.

• Select the event name for the acquisition from the dropdown menu.
• Enter all the other details accordingly and select Next.
• Continue the Wizard until complete.

When disposing of the interest in Share Plans, the options configured in the List Manager for disposals can be selected from the dropdown menu.