A Vested Equity Agreement is essential for companies in England and Wales looking to implement equity-based compensation structures. This document is typically used when companies want to grant equity to employees, consultants, or other stakeholders while ensuring their long-term commitment through a vesting schedule. The agreement defines the terms of equity acquisition, including vesting periods, cliff provisions, and acceleration events, while complying with UK corporate law and tax regulations. It's particularly common in startup environments and professional service firms where equity participation is a key component of compensation packages.
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 recipient of the vested equity
2. Background: Explains the context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Grant of Equity: Details of the equity being granted, including number of shares, class of shares, and nominal value
5. Vesting Schedule: Specifies the vesting timeline, conditions, and milestones for equity vesting
6. Termination Provisions: Consequences of employment termination on vesting and treatment of vested/unvested shares
7. Shareholder Rights: Voting rights, dividend rights, and other shareholder privileges associated with the shares
8. Transfer Restrictions: Limitations on transfer of shares and any right of first refusal provisions
9. Representations and Warranties: Standard declarations by both parties regarding their capacity and authority to enter into the agreement
10. Governing Law and Jurisdiction: Specifies that the agreement is governed by English and Welsh law and courts
1. Acceleration Provisions: Conditions for accelerated vesting in case of change of control, IPO, or other specified events
2. Lock-up Period: Additional restrictions on share transfers for a specified period after vesting
3. Tax Indemnities: Specific provisions dealing with tax obligations and protections for both parties
4. Drag and Tag Rights: Rights and obligations in case of sale of majority shareholding or company sale
5. Confidentiality: Provisions regarding the confidential treatment of company information
1. Schedule 1 - Vesting Schedule: Detailed breakdown of vesting dates, percentages, and specific milestones
2. Schedule 2 - Share Certificate Template: Form of share certificate to be issued upon vesting
3. Schedule 3 - Board Resolutions: Copy of relevant board approvals for the equity grant
4. Schedule 4 - Tax Elections: Forms and elections required for tax purposes
5. Schedule 5 - Articles of Association Extract: Relevant sections of the company's articles affecting the vested shares
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)