RESOURCES

Basics or details? We will provide you both.

Explore our resource hub for detailed explanations of popular instruments in equity incentive management and stay informed with our latest blog posts.

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Optio accelerates in Finland through strategic partnership with Mandatum Optio Incentives partners with Mandatum to give Finnish listed and private companies one service for share-based incentives, from design to administration.
Finally, North America. And it’s more than just the deal Optio celebrates a major milestone with TMX Investor Solutions, expanding its reach in North America while staying true to its values and vision for equity ownership.
Optio's platform is coming to Canada, through a new partnership with TMX Investor Solutions Optio partners with TMX Group to bring a modern equity plan administration platform to Canada, enhancing support for issuers and plan participants.

Resource hub

All Podcasts Equity Administration Company News Program Design Financial Reporting Education Employee Retention Media Compliance Employee Engagement Equity Plan Automation Localised Content Private Equity Product Updates
Top Tranches Cards: Client Service Heroes Discover Optio's Client Service Heroes, a dedicated team of share plan experts ensuring seamless equity administration for participants across Europe and beyond.
How Is an ESPP Taxed in Germany, Austria and Switzerland? How an ESPP is taxed in Germany, Austria and Switzerland after the 2024 reforms: the EUR 2,000 German allowance, Austria's Section 67a, and Swiss Circular 37.
How to Launch an ESPP in Europe: Phases, Decisions and Timeline How to launch an ESPP in Europe: the three phases, five design decisions, and compliance gates, with a realistic 3 to 6 month timeline for employers.
Optio accelerates in Finland through strategic partnership with Mandatum Optio Incentives partners with Mandatum to give Finnish listed and private companies one service for share-based incentives, from design to administration.
Beyond the Pickup Rate: What a Good Share Plan Really Looks Like Discover what truly makes a successful share plan, focusing on employee engagement and understanding over mere participation rates. Learn key insights from industry experts.
The Practitioner's Playbook: Six Things to Take Back to Your Equity Plan Explore six key insights for effective equity plans from industry experts, focusing on belief, complexity, communication, risk, and continuous improvement.
Six Myths About Share Plans, Debunked Over a Beer in Edinburgh Discover the truth behind common myths about share plans and learn how to design effective equity compensation strategies for your organization.
One Year On: What the JSE Investor Services Partnership Proved Discover how the JSE Investor Services and Optio partnership has successfully managed employee share plans for a year, ensuring seamless administration and execution.
EMI options explained: the UK's gold standard for employee equity BDO's Veronika Lipinska on EMI share options: what makes them the gold standard, how to stay qualifying, and the reforms letting plans run longer and wider.

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