Share Scheme Annual Statement letter template
Use this Share Scheme Annual Statement to provide employees with an annual statement detailing their share scheme holdings, vested shares, and potential future benefits.
5 mins
What is a Share Scheme Annual Statement letter?
The purpose of this Share Scheme Annual Statement letter template 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 template, you can streamline your process, maintain consistency and accuracy, and save time, and it can be easily adapted to fit your specific scenario.
The Employer (you) to the Employer (you)
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]
Why buy our Share Scheme Annual Statement letter template?
- It's easily editable and implementable, saving you time and money
- It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
- You will maintain compliance with ACAS guidelines, legislation, and industry best practices
- Email notifications for any updates made to this template or its accompanying materials
- 12 months of unrestricted access without any additional costs (any update in that period is free to you)
- A 25% discount on all library, toolkit, and template purchases/renewals
