Services to private companies:

  • Trustee services in accordance with the relevant income tax regulations.
  • Operation and administration services including a bespoke equity compensation IT system.
  • Management of scheme members – local and foreign
  • Management and employee guidance and support across all work processes.
  • Access to advanced online information service and receipt of reports and information at company and option-holder level, digital signature enabling and other documentation and support services.
  • Safe storage of share certificates issued in respect of exercised options.
  • Advice on public listing, merger or acquisition and all other structural changes.


Services to public companies:

  • Trustee services in accordance with the relevant income tax regulations.
  • Operation and administration services including a bespoke equity compensation IT system.
  • Management of scheme members – local and foreign
  • Management and employee guidance and support across all work processes.
  • Access to advanced online information service and receipt of reports and information at company and option-holder level, digital signature enabling and other documentation and support services
  • Share dealing services on all markets and worldwide cash settlement services through the I.B.I. dealing room.
  • Calculation and withholding of tax, preparation of account statements and periodic reports.
  • Professional advice and support on tax, legal and accounting issues.

Services to international companies:

  • Building of work process for client and broker covering the administration of all types of equity award schemes (ESPP, RSU, RS, SAR)
  • Trustee services administered under the Supervising Trustee arrangement in accordance with the relevant income tax regulations
  • Operation and administration services including a bespoke equity compensation IT system
  • Management of scheme members - local and foreign
  • Management and employee guidance and support across all work processes, including on - site assistance and presentations
  • Worldwide cash settlement services through the I.B.I. dealing room
  • Calculation and withholding of tax, preparation of account statements and periodic reports.
  • Professional advice and support on tax, legal and accounting issues.

International companies frequently engage foreign brokers to manage their employee incentive schemes. In cases like these the tax regulations in Israel allow for the formation of a ‘supervising trustee’ arrangement enabling the company to make benefit awards to employees under article 102 of the Income Tax Ordinance without such assets having to be held in escrow by a local trustee.


Private clients

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