The Specialist in Corporate Services, Global Expansion, Active Wealth & Fund Solutions Discover More CORPORATE SERVICES & GLOBAL EXPANSION ACTIVE WEALTH FUND SOLUTIONS HEROES WORK HERE 1:32 LATEST NEWS & EVENTS EUROPE | 1 DECEMBER 2021 Luxembourg – set to modernise securitisation According to EY, in 2020 29.3% of Euro area securitization vehicles were domiciled in Luxembourg, coming second only to Ireland, which was… Read article UNITED KINGDOM | 24 NOVEMBER 2021 Private funds shaping the future of the planet Read article AMERICAS | 17 NOVEMBER 2021 The UK: A land of opportunity for US companies Read article View all FIND AN OFFICE Based in key locations worldwide, our team of industry experts is dedicated to creating and delivering bespoke solutions to high-net-worth individuals, family businesses, multinationals, institutional investors and other advisors. Select your continent Americas Asia Europe Oceania United Kingdom Various Select your location Cayman Islands Geneva Guernsey Hong Kong Isle of Man Jersey Liechtenstein London Luxembourg Malta Manchester Miami Netherlands New Zealand Poland Romania San Francisco Singapore St Albans Switzerland United Kingdom United States Zug Zürich View this office HOW CAN WE HELP YOU? Get in touch Legal & Regulatory Notices | Privacy Notice | Sitemap Copyright © 2021 Zedra™ - All Rights Reserved We use cookies on our site to improve your ZEDRA experience. By continuing to browse our site you are agreeing to our use of cookies. More details here. I AGREE

Home > Services > Corporate Services & Global Expansion > Incentive & Reward Services > Employee Incentive Services > Carry & Co-Investment Incentives CARRY & CO-INVESTMENT INCENTIVES We understand the challenges of managing Carry & Co-Investment Plans which can be complex and time consuming – our Share Plan Trusts / Employee Benefit Trust and Nominee Services help private equity houses maintain a streamlined and efficient process of managing warehouse units and facilitating leavers and joiners to a plan. We work to maintain unallocated and nominee holdings across multiple funds and ensuring swift and timely execution of any reallocation of units to new plan participants or in dealing with initial allocations of warehouse units upon the formation of the investment vehicle. This includes liaising with the company, the fund administrators and the advisors. GET IN TOUCH If you have any questions please feel free to send us a message. Your message Confirm message YOU MAY ALSO BE INTERESTED IN SHARE PLAN TRUSTS MANAGEMENT INCENTIVE PLANS NOMINEE ARRANGEMENTS OTHER INCENTIVE PLANS EMPLOYEE OWNERSHIP TRUSTS COLLATERAL TRUST ARRANGEMENTS INTERNATIONAL RETIREMENT PLANS END OF SERVICE GRATUITY & SAVINGS PLANS HOW CAN WE HELP YOU? Get in touch Legal & Regulatory Notices | Privacy Notice | Sitemap Copyright © 2021 Zedra™ - All Rights Reserved We use cookies on our site to improve your ZEDRA experience. By continuing to browse our site you are agreeing to our use of cookies. More details here. I AGREE