template

Schedule 4 Rules For A Company Share Option Plan (Csop)

by
Genie Team
Genie Team
Sep, 28 2022

When to use this template

The following is a template for a company share option plan (CSOP) that meets the requirements of Schedule 4 of the Income Tax (Earnings and Pensions) Act 2003.

Key issues covered in this template

  • Board decision-making
  • Breach of contract
  • Breach of fiduciary duty
  • Class of shares
  • Exceptional circumstances
  • Negative obligations
  • Number and class of shares
  • Total number of shares
  • Vary or waive performance conditions
  • Work email address
  • N/A

What to watch out for

  • The rules of the CSOP

  • The requirements of Schedule 4 of the Income Tax (Earnings and Pensions) Act 2003

1

Used by

Author

Genie Team

Genie Team

@genieteam
Genie AI

The Genie Team consists of lawyers and paralegals. Our aim is to open source the law and provide high quality, regularly reviewed legal documents.

L
Consultancy
100%

Additional information

Business categories

Business activities

Relevant sectors

Finance

Relevant company sizes

1 - 3

4 - 19

20 - 49

50 - 249

250 - 999

1000 +

Governing law

England and Wales

Language

English UK

Gender neutral

Yes