Experience Matters

With nearly four decades in equity compensation and more than 200 professionals dedicated to it, Morgan Stanley knows what works and what doesn't. We know that listening to our clients yields the most effective solutions - especially when combined with unmatched expertise and technology. We know that access to those capabilities means nothing without creative thinkers who can help clients get the most from their plans. And we know participants want advisors who understand not just how to manage equity, but the wealth that equity may create.

Corporate Clients

  • Comprehensive solutions for global companies with stock options, restricted stock awards/units, stock appreciation rights, performance shares and employee stock purchase plans
  • Proprietary recordkeeping system
  • Dedicated relationship management
  • Financial reporting
  • Global mobility tracking
  • Web-based recordkeeping access for standard, ad hoc and consolidated reporting

Plan Participants

  • Real-time trading, modeling and inquiry assistance via web site, Interactive
  • Voice Response System, Global Contact Centers and Financial Advisors across multiple exchanges
  • Paperless account opening with online tax certification
  • Multilingual, multi-currency web site
  • Global Contact Centers in Australia, Europe and North America
  • Personal wealth management and execution services for officers, directors and affiliates
  • Flexible proceeds delivery

Upcoming Events

  • September 9th and 11th, 2014 | NYC & San Diego CA 2014 GEO National Equity Compensation Forum (NECF)               For details,click here
  • September 29 - October 2, 2014 | NYC & San Diego CA 22nd Annual NASPP Conference               For details,click here
  • November 2014| CA, Dallas, Chicago & NYC 2014 Fall Roundtable Meetings                For details, click here

Latest News

July 16, 2014 | Ideas and Insights: Another Look at Rule 10b5-1 Trading Plans Click here to learn more

June 24, 2014 | 2014 NYC Spring Roundtable Webcast Now Available Click here to view the webcast

May 29, 2014 | New York NY 2014 Ideas and Insights: The Citizen's Share by Rutgers University Professor Dr. Joseph Blasi

Did You Know?