Especially aimed at employee shareholders, company managers or senior executives, our stock-option offer allows you to exercise and manage stock-option plans and therefore control the various tax and wealth impacts at each stage, from holding stock-options to selling the underlying shares.

Our specialists advise you before, during and after exercise and offer a personal solution for your situation by providing a full range of financially innovative hedging and optimisation solutions.

Stock options allow the employees or directors of quoted or unquoted companies to acquire their companies’ shares at a price that is fixed in advance, in order to allow them to become shareholders of their companies and hopefully make a financial profit.
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The exercise of stock options requires financing the acquisition of the underlying shares at the strike price determined by your stock option plan. At this point, you will become a shareholder.
 
If you do not have sufficient funds available, we can consider financing solutions with you that are suited to your needs. What is more, it may be expedient, particularly for tax reasons, to borrow in order to finance the acquisition of shares.
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The four-year “tax unavailability period”, and, if applicable, the two-year holding period (for options granted from 27 April 2000 onwards), represent a capital risk for the beneficiary of options. Until your operations of exercise and sale have been performed, in the absence of a clear strategy, your gains are potentially uncertain.
 
Taxation, conditions and optimal selection of the dates of exercise and sale of options, the risk hedging instruments are as numerous as the parameters to be mastered in order to protect you from the risks of financial markets as soon as the options are granted.
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