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Product ID: UK-EMPemi04

Enterprise Management Incentive (EMI) share option agreement pack: conditional on exit

(1 customer review)

This is a pack of documents that enables you to set up an Enterprise Management Incentive (EMI) share option scheme between your company and any eligible employee.

Employees can only exercise the options following the sale of a controlling interest in the company.

The pack includes:

  • the EMI share option agreement
  • the minutes of the meeting to set up your scheme and grant the options
  • a share valuation request letter
  • a form to notify HMRC of the set-up of the scheme

These documents are suitable for any company and employee that meet requirements of the Act.

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Product ID: UK-EMPemi03

Documents to start an Enterprise Management Incentive scheme

(2 customer reviews)

This pack of documents allows you to set up an Enterprise Management Incentive (EMI) share scheme between your company and any eligible employee - a tax advantaged share option arrangement under a HMRC approved Company Share Option Plan (“CSOP”).

EMI share schemes help small companies recruit and retain employees who have the skills to help them grow and succeed. An EMI scheme can also be a useful tool to reward employees.

You can specify any type of event on which an employee can exercise the option, such as: individual or company performance or the elapse of a set period of time.

The documents include:

  • the EMI share option agreement
  • the minutes of the meeting to set up your EMI share scheme and grant the options
  • a request letter for EMI share valuation
  • a form providing notice of the EMI share scheme to HMRC
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