The Employee Stock Grant Agreement is a crucial document used when companies wish to award shares to employees as part of their compensation or incentive package. Governed by English and Welsh law, this agreement details the specific terms of share grants, including quantity, class of shares, vesting schedule, and associated rights and obligations. It's particularly important for companies looking to align employee interests with corporate success, retain key talent, and comply with UK regulatory requirements regarding employee share schemes. The agreement must address tax implications, company law requirements, and employment law considerations while providing clear mechanisms for share transfers and eventual ownership.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identifies the company and the employee receiving the stock grant
2. Background: Context of the grant and reference to any share scheme
3. Definitions: Key terms used throughout the agreement including share classes, vesting periods, and other technical terms
4. Grant of Shares: Details of shares being granted including number, class, and nominal value
5. Vesting Provisions: Timeline and conditions for share vesting, including performance conditions if applicable
6. Tax Obligations: Tax implications and responsibilities for both employer and employee
7. Termination Provisions: Effects of employment termination on share grants under different scenarios
8. Governing Law and Jurisdiction: Specification of English and Welsh law as governing law and relevant courts
1. Lock-up Period: Restrictions on share transfers post-vesting, typically used when company wants to restrict immediate sale of shares
2. Malus and Clawback: Provisions for recovering or cancelling awards, typically included for senior executives or in regulated industries
3. Change of Control: Treatment of awards during corporate transactions such as sale or merger
4. Good/Bad Leaver Provisions: Detailed provisions on treatment of shares based on circumstances of employment termination
5. Shareholder Rights: Special provisions regarding voting rights, dividend rights, and other shareholder privileges
1. Schedule 1 - Share Details: Detailed description of shares including rights, restrictions, and nominal value
2. Schedule 2 - Vesting Schedule: Detailed timeline of vesting dates and quantities of shares vesting at each date
3. Schedule 3 - Tax Summary: Overview of tax implications and worked examples for different scenarios
4. Schedule 4 - Company Articles Extracts: Relevant provisions from articles of association affecting the granted shares
5. Schedule 5 - Share Plan Rules: Reference to or extract from the company's share plan rules if applicable
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
Sweat Equity Partnership Agreement
An England & Wales agreement granting ownership through work contributions, detailing rights and obligations for partners.
Download
Sweat Equity Contract
An England & Wales contract exchanging services for company equity, detailing terms and legal compliance.
Download
Simple Equity Investment Agreement
An England & Wales agreement documenting straightforward equity investments in private companies with essential legal terms.
Download
Simple Agreement For Equity
An England & Wales agreement granting investors rights to future equity in early-stage companies.
Download
Equity Transfer Contract
An England & Wales legal document ensuring lease obligations are met during commercial property lease assignments.
Download
Equity Linked Agreement
An England & Wales legal document formally raising workplace discrimination concerns under the Equality Act 2010.
Download
Equity Line Agreement
An England & Wales document concluding a workplace grievance, detailing findings, decisions, and appeal rights.
Download
Equity For Services Agreement
An England & Wales legal document inviting an employee to a grievance hearing, detailing rights and procedural information.
Download
Earned Equity Agreement
An England & Wales document detailing the outcome of an employee's grievance appeal, ensuring legal compliance and fairness.
Download
Co Founder Equity Agreement
A formal grievance document in England & Wales initiating a complaint under employment law guidelines.
Download
Sweat Equity Operating Agreement
An agreement under English and Welsh law governing the exchange of services for company equity ownership.
Download
Equity Participation Loan Agreement
A loan agreement under English and Welsh law that combines debt financing with equity participation rights for the lender.
Download
Founders Restricted Stock Purchase Agreement
An English law agreement governing founders' purchase of restricted company stock, including vesting and transfer conditions.
Download
Continuous Agreement For Future Equity
An English law agreement providing rights to future equity in exchange for immediate investment, commonly used in early-stage funding rounds.
Download
Independent Contractor Equity Agreement
An English law agreement governing independent contractor services and equity compensation arrangements.
Download
Convertible Loan Stock Agreement
An English law agreement governing the issuance of debt securities convertible into company shares, setting out terms of conversion, interest, and investor rights.
Download
Equity Shares Agreement
An English law agreement governing the transfer and ownership of company shares, including rights and obligations of shareholders.
Download
Employee Stock Grant Agreement
A legal agreement under English and Welsh law documenting the award of company shares to an employee, including terms, conditions, and obligations.
Download
Preferred Equity Agreement
An English law agreement establishing terms for preferred equity investment, including preferential rights and investor protections.
Download
Equity Split Agreement
A legally binding agreement under English and Welsh law that documents how ownership shares in a business are divided among multiple parties.
Download
Private Equity Finder's Fee Agreement
An English law agreement setting out terms for introducing investment opportunities to private equity firms, including fee arrangements and regulatory compliance.
Download
Convertible Loan Agreement Startup
An English law agreement for a loan that converts to equity in a startup, typically during future funding rounds.
Download
Advisor Equity Agreement
A legal agreement under English and Welsh law defining terms for advisory services provided in exchange for company equity.
Download
Startup Equity Contract
A legal agreement under English and Welsh law governing the issuance and rights of equity shares in a startup company.
Download
Restricted Stock Grant Agreement
An English law agreement governing the grant of restricted company shares to employees or service providers, subject to vesting conditions and transfer restrictions.
Download
Phantom Stock Award Agreement
An English law agreement granting synthetic equity rights that mirror the economic benefits of company shares without transferring actual ownership.
Download
Equity Share Contract
A legally binding agreement under English and Welsh law governing the transfer of company shares between parties.
Download
Equity Incentive Agreement
A legally binding agreement under English and Welsh law establishing terms for granting equity-based compensation to employees or contractors.
Download
Equity Award Agreement
A legal agreement under English and Welsh law documenting the terms of equity-based compensation granted to individuals.
Download
Convertible Agreement Regarding Equity
An English law agreement allowing investment to be converted into equity shares at a future date, commonly used in early-stage funding rounds.
Download
Preferred Stock Agreement
A legally binding agreement under English and Welsh law governing the issuance and terms of preferred stock, including investor rights and privileges.
Download
Equity Stake Agreement
A legal agreement governed by English and Welsh law that documents the terms and conditions of acquiring shares in a company.
Download
Equity Release Agreement
A regulated agreement under English and Welsh law enabling homeowners to access property equity while retaining residence rights.
Download
Equity Repurchase Agreement
A legal agreement under English and Welsh law governing a company's repurchase of its own shares from shareholders.
Download
Equity Buyout Agreement
A legal agreement under English and Welsh law governing the sale and transfer of company shares between parties.
Download
Private Equity Investment Agreement
A legal agreement governing private equity investment terms under English and Welsh law, establishing rights, obligations, and exit mechanisms between investors and target companies.
Download
Equity Loan Agreement
A contract under English and Welsh law governing the provision of a loan secured against property with shared appreciation provisions.
Download
Restricted Stock Unit Award Agreement
An English law agreement governing the award of Restricted Stock Units to employees, detailing vesting conditions and settlement terms.
Download
Equity Pledge Agreement
A legally binding agreement under English and Welsh law creating security over shares or equity interests in a company.
Download
Standby Equity Purchase Agreement
A UK-law governed agreement establishing a committed equity line facility between an investor and a company for flexible capital raising.
Download
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)