EQUITY SOLUTIONS
PRIVATE COMPANIES

Global Intelligence

Learn how to transform the way you approach and manage your global equity plans while helping to navigate tax and legal complexities.

Know As It Happens, Act When It Matters

Bring daily equity plan management in-house with modern easy-to-use online database of legal and international tax regulations that span more than 170 countries. Our Global Intelligence offering is continuously updated putting a world of information at your fingertips and making it easier to get access and stay up-to-date.

Get Ahead, Stay Current
Use the compliance dashboard and project management tools to generate reminders, alerts and action items critical to your equity offering.
Put Data to Work
Get more time back in your day. Online employee tax guides, if enrolled are automatically updated with tax changes throughout the year.
Navigate Change
Stay ahead of changes and potential roadblocks with practical tools and detailed reports, run global share-plan health checks whenever you want, and leverage legal and tax information in different ways that support the success of your global plan.
Global Intelligence

Offering Equity Globally

Global Intelligence offers a fresh approach to due diligence and transforms the way you manage the complex world of global equity plans. Hear from James Hocking and Justin Pon on how you can leverage Global Intelligence to better manage your global equity plan.

Equipped for Modern Due Diligence

Our Global Intelligence solution was developed with a keen understanding of the challenges you may face in managing global equity compensation plans.

  1. Tax Updates and Information

    Stay informed on tax and policy information based on your subscribed countries including:

     

    • Tax rates, tax withholding and reporting
    • Reports on recharging implications and tax-favorable structures for your global equity plans

  2. Useful Planning Tools

    Plan effectively and help your due diligence efforts result in a positive impact with:

     

    • Project management tools
    • Customizable compliance calendar
    • Global health check tool

  3. Ongoing Communications

    Keep your global teams informed and updated on the latest tax and regulatory changes, as well as keeping your employees engaged with their equity through:

     

    • Monthly newsletter
    • Local payroll and subsidiary communications

  4. Legal and Regulatory Reports

    Stay in the know about international compliance and regulation with:

     

    • Regulatory update reports
    • Information on exchange control requirements, translation requirements and securities law filings
    • Configurable, country-specific wording

Let’s Start the Conversation

Tell us a bit about your workplace and a member of our team will reach out to discuss your unique needs.

If you are an employee looking for help with your account, visit support.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Morgan Stanley at Work and Global Intelligence services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. 

Morgan Stanley Smith Barney LLC and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions. 

The information is sourced from third parties, may not be current and is subject to change without notice. Morgan Stanley at Work makes no representations or warranties concerning the accuracy, completeness or timeliness of the information and is not implying an affiliation, sponsorship or endorsement with/of any third parties or views expressed by such parties. Any views expressed in the information are solely those of the third-party source.  Morgan Stanley at Work shall have no liability arising out of, or in connection with, the information, including any loss caused by use of, or reliance on, the information.  All information made available by Morgan Stanley at Work is subject to the terms of the written agreement entered into between Morgan Stanley at Work and your company.

© 2025 Morgan Stanley. All rights reserved. Global Intelligence and all product marks and logos are trademarks of Morgan Stanley. 

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC#4014160 (12/2024)

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