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Benefits 
 

Altshuler Shaham Benefits specializes in a wide range of Stock Administration and Trustee Services for Stock-Based Compensation Plans as well as acts as a Paying & Escrow Agent. Altshuler Shaham Benefits’ experience translates in to a comprehensive range of trustee services designed to broaden the role of the trustee with private, public, and international corporations based in Israel and around the world.

Equity compensation: Altshuler Shaham Benefits* acts as a trustee on behalf of the Israeli Tax Authority, as well as acts as the administrator of equity compensation plans to employees and managers. These services are provided to private companies, public and multinational companies alike listed on any stock exchange.

Mergers & Acquisitions (M&A): Altshuler Shaham Benefits* acts as a Paying & Escrow Agent, taking a role in all the operational aspect of a transaction, including working with shareholders, providing tax calculations and withholding tax services as required by the Israeli Tax Authority.

Altshuler Shaham Benefits* services include:

  • Trust services under section 102 of the Israeli Tax Ordinance ("ITO").
  • Administration for IPOs and M&As as Paying & Escrow Agent.
  • Re-organizations under sections 103 and 104 of the ITO.
  • Management of databases through a cloud base web system which can extract Excel reports.
  • Blocking securities under IPOs restrictions.
  • Execution service on all stock markets worldwide including bulk sales, third party brokerage, 10B-5 plans and Rule 144.
  • Establishing trust accounts, clearing and settlement of funds and securities.
  • Customer service available during trading hours.

 

Clients works with an Account Manager who incorporates the entire range of services provided by Altshuler Shaham Benefits, creating a One Stop Shop for the client.

 

* The services are provided by Altshuler Shaham Trusts Ltd.
For more information please don`t hesitate to contact us directly.

Tel: 972.073.99999
Email: benefits@altshul.co.il

Altshuler Shaham Group, 19A Habarzel Street, Ramat Hahayal, Tel Aviv Proper Disclosure    Exposure Profile    Hebrew website  SITE BY Y&A