SAR Plan Setup

From Veritas & EquityList

About this document bundle

This set of documents includes an automatically generated standard SAR Plan document. These documents are meant for use by Indian startups wishing to grant equity in the form of options to employees.

Designed with best practices

This document set is designed for companies that have yet to formally create an SAR plan and can work with industry accepted standard settings.

Industry standard terms for SAR plan

Per Grant Vesting Schedule

Disclaimers

All documents have been provided for general guidance purposes only and do not constitute formal legal or tax advice. Users are recommended to obtain the help of a professional consultant, lawyer and/or tax consultant before using these documents. The information provided above is in summary form and does not purport to be complete. Neither EquityList nor Veritas Actuaries and Consultants or any person connected with them accepts any liability arising from the use of these documents. The recipient(s) before acting on any information herein should make their own investigation and seek appropriate professional advice and shall alone be fully responsible / liable for any use or any decision taken on the basis of information contained herein.

About Veritas

Veritas is an actuarial and consulting firm specialising in providing Employee Stock Option solutions (valuations, reporting, scheme designing and implementation) as well as advising and assisting clients on asset liability management of employee benefit schemes

Specialities

ESOP Design, Implementation & Valuation

Contact

Contact Veritas