Trust Management

At EQT Options, we provide end-to-end support for companies administering Employee Stock Option Plans (ESOPs) through a Trust. While we do not act as trustees ourselves, we offer comprehensive services to assist companies and their appointed trustees in managing ESOP Trust operations efficiently and in full compliance with regulatory requirements.

 Our Trust Management Services Include:

1. Trust Setup and Legal Formalities:
   Assistance with Trust registration and obtaining PAN/TAN for regulatory compliance.
   Review of the Trust deeds and ensuring alignment with ESOP policy.
   
   
2. Account Management:
   Support in setting up and maintaining bank, Demat, and broking accounts for Trust operations and Real-time access to share transactions, accounting reports, and Trust records via our platform.
   
   
3. Transaction Management:
   Facilitate share purchases from the market or primary issuance and assist in allotment to employees upon exercise.
   Manage cashless exercise transactions, share sales, and fund transfers to employees.
   
   
4. Compliance and Reporting:
   Ensure adherence to insider trading regulations and other statutory requirements.
   Provide regular reconciliation of Demat and bank accounts, and periodic reports to the company.
   Manage tax filings and support annual audits to maintain compliance.
   
   
5. Employee Support:
   Offer a dedicated help desk to assist employees with ESOP-related queries, fostering transparency and engagement.