We understand the challenges of managing Carry & Co-Investment Plans which can be complex and time consuming – our Share Plan Trusts / Employee Benefit Trust and Nominee Services help private equity houses maintain a streamlined and efficient process of managing warehouse units and facilitating leavers and joiners to a plan.
We work to maintain unallocated and nominee holdings across multiple funds and ensuring swift and timely execution of any reallocation of units to new plan participants or in dealing with initial allocations of warehouse units upon the formation of the investment vehicle. This includes liaising with the company, the fund administrators and the advisors.
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