5517 V2. Shareview Executive. User Guide.

Transcription

1 557 V Shareview Executive User Guide

2 ABOUT Shareview Executive is a dedicated website provided by Equiniti Limited which enables you to view all of your Tesco executive awards made under the Discretionary Share Option Plan, Annual Bonus Plan and the Long Term Performance Share Plan. You can give an exercise and sale instruction under the Discretionary Share Option Plan, plus a sale instruction at the appropriate time for any awards due to be released under the Annual Bonus. Please feel free to contact us: Order Placing Desk Equiniti Suite /, Minister Court Minster Lane, London ECR 7DD opd@equiniti.com Tel: * ( ) Fax: +44 (0) Textel/Minicom Service Number: (UK only) If you wish to sell shares where you already have the share certificate, or if you retain shares from an award for sale at a later date, Equiniti offers a leading online and telephone based dealing service, for UK residents Shareview Dealing. For further information, visit or call If you are an employee based outside the UK, Equiniti offer a fax and certificated share dealing service. Please contactesds@equiniti.com for more information. *Calls to this number are charged at 8p per minute Plus network extras. Hours: 8.00 am 5.0 pm UK time, Monday Friday

3 HOME PAGE AND ACCOUNT SUMMARY Log Out of the website. Navigation Links. Update Profile Amend your address and communication preferences 4. Plans granted over different listed shares appear in different tabs, relating to the underlying stock exchange listing (e.g. Ordinary and A shares, or and listings) 5. The latest share price is displayed, from which values are calculated 6. Awards are displayed in the currency they are granted in. You can choose to display all values in a wide range of common currencies

4 HOME PAGE AND ACCOUNT SUMMARY. Different share plan types are grouped together, e.g. options, share based awards. Indicative values are gross figures, without the deduction of taxes, sales commission fees, and, if applicable, exercise cost. Follow this link for further information about each individual award 4. The Model Now button and the Sell Shares button take you to plan specific pages where you can model scenarios or enter an instruction to sell shares from share awards which are due for release. 4

5 MODELLING. Here you can model various scenarios, such as share price and differing tax rates, to see how much the award may be worth in the future. For unvested awards you can alter the anticipated vesting percentage if the awards are subject to performance conditions. You can also change the currency of the values displayed, as described under Home page and account summary 4

6 SALES DISCRETIONARY SHARE OPTION PLANS The sale pages are specifically designed for each plan type the share based awards page allows you to enter an instruction to sell on release of the shares.. Details of our service and costs can be found by clicking on the guidance notes link. 5

7 SALES OPTIONS. You can select to exercise and sell a specific number of options for each award. You can select to exercise all and only sell sufficient to cover exercise cost, tax and commission. You can select to exercise and sell all options relating to this award 4. Having made selections, click on proceed. A pop up box displays the sale Terms & Conditions which must be accepted before going to the next step. You can easily print or save the Terms & Conditions for your records 4 6

8 SALES GROUP BONUS PLANS 4. For share based awards, you may instruct us to sell shares prior to release for immediate access to funds. You can select to release and sell a specific number of shares for each award. You can select to release and sell all shares relating to this award 4. Having made selections, click on proceed. A pop up box displays and sale Terms & Conditions which must be accepted before going to the next step. You can easily print or save the Terms & Conditions for your records 7

9 SALES SUBMIT DETAILS 5 4. Type in your contact details address, telephone, . Confirm whether you have moved country in the last 0 years, this allows us to consider any cross-border tax implications. Confirm if you are a current employee or leaver, this will assist us in checking the validity of the release and sale with the Company if applicable. We ask you to insert a tax rate at this point please note this is so we can provide you with an estimation of sale proceeds. Actual tax rates deducted will be provided by the Company or their advisors 4. Select your geographical region so we can capture your bank details correctly. If a message is displayed saying that in specified countries settlement is made via your local payroll who will deduct local taxes, please select Other Payment Method 5. By selecting Other Payment Method all bank account fields are removed 6. You will be invited to check your order details, submit and print off a confirmation of order. An advice note will be sent after the trade has taken place see our guidance notes on the site for full details 8

10 SUMMARY AND SUBMIT Here you can review your sale instructions and all the information that was captured on the sale information page. Once you click on submit, it will take you to the confirmation page which advises to you print or save a copy 9

11 HELP CENTRE The Help Centre contains additional information: 4. Frequently Asked Questions answers to the most common enquiries. Service Guidance Notes details of our services and costs. Forms paper based forms for print out such as application forms, stock transfers 4. Contact Us full information on how to contact us by , fax and post 0

12 With over 50 years experience in share registration, Equiniti is the UK s undisputed market leader. We act as registrar for over 700 companies of all sizes. This includes around 55% of the FTSE 00. Equiniti offers unrivalled expertise. Queries on Equiniti s Executive Option Dealing Service opd@equiniti.com Telephone: * ( ) Fax: +44 (0) Textel/Minicom Service Number: (UK only) * Calls to this number are charged at 8p per minute Plus network extras. Hours: 8.00 am 5.0 pm UK time, Monday Friday