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Employee Stock Owership Trust

ESOP

Employee Stock Ownership Plan (ESOP) is a trust plan established by a company to hold stocks for employees, which can be used to incentivize employees and increase their participation and loyalty. Typically, the company transfers a portion of its shares to the trust, which then distributes stocks or stock options to employees, making them one of the shareholders of the company.

Independent trust account

Exercise realization

Tax optimization

Global consumption

Investment Management

Fund security

Trustee (CAPT)
Distribution of
Benefits
Commission for
Establishment
ESOP
Trust
Trustor
Beneficiary
(Employees)
Offshore Holding Company 
Company-
CAP Trust Account
ESOP shares of the listed company
......
Individual-
CAP Trust Account

Services

1

ESOP Plan Structure

We provide clients with advice on ESOP trust structure, and assist in setting up the structure and providing secretarial services for the companies in the structure.

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2

Account Management

CAP Trust offer Trust account for the ESOP settlor and beneficiaries (employees) with our fintech trust platform, custody relevant equity, facilitate stock transactions, and record information such as transaction, holding, and cash flow in the accounts.

3

Exercise and Monetization

Assist employees to exercise their vested stock options and provide assistance with the monetization process by facilitating the cash flow into their personal trust accounts with Finance Trust.

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4

Tax Planning

Assist the trust plan in tax planning to ensure compliance and minimize tax burdens.

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5

Legal Consulting

Provide legal opinions and advice to ensure the legality and compliance of the trust plan.

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6

Other Services

overseas listing consulting, establishment of overseas special funds, etc.

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