The Equity Incentive Agreement serves as a crucial document for companies looking to attract, retain, and motivate key personnel through equity-based compensation. Used extensively across various industries in Canada, this agreement outlines the specific terms under which equity incentives are granted, including the type of award, vesting schedule, exercise conditions, and regulatory compliance requirements. The document must comply with Canadian securities laws, tax regulations (including the Income Tax Act), and relevant provincial legislation. It typically forms part of a broader equity compensation plan and may be customized based on the company's size, structure, and specific needs. The agreement is particularly important for startups and growing companies that want to align employee interests with company success while managing cash compensation costs.
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1. Parties: Identification of the company and the participant receiving equity incentives
2. Background: Context of the agreement, including reference to any equity incentive plan
3. Definitions: Definitions of key terms including 'Shares', 'Exercise Price', 'Vesting Date', 'Grant Date', etc.
4. Grant of Award: Details of the equity incentive being granted, including type, amount, and price
5. Vesting Provisions: Schedule and conditions for vesting of the equity incentives
6. Exercise Terms: Procedures and conditions for exercising equity incentives
7. Regulatory Compliance: Acknowledgment of securities laws and trading restrictions
8. Tax Matters: Tax implications and responsibilities of both parties
9. Termination Provisions: Treatment of equity incentives upon various termination scenarios
10. General Terms: Standard contract provisions including notices, amendments, and governing law
1. Change of Control Provisions: Used when specific provisions for corporate transactions or change in control are needed
2. Non-Competition and Non-Solicitation: Include when additional restrictive covenants are required
3. International Participants: Additional provisions for participants in multiple jurisdictions
4. Shareholder Rights: Details of voting rights and other shareholder privileges, if applicable
5. Lockup Provisions: Include when restrictions on sale of shares post-vesting are needed
6. Clawback Provisions: Used when company wants right to recoup equity in certain circumstances
7. Electronic Exercise Provisions: Include when offering online/electronic exercise mechanisms
1. Schedule A - Notice of Exercise: Standard form for exercising equity incentives
2. Schedule B - Vesting Schedule: Detailed timeline and conditions for vesting
3. Schedule C - Tax Election Forms: Required tax forms including Section 85(1) election forms if applicable
4. Schedule D - Consent of Spouse: Required in certain jurisdictions for family law compliance
5. Appendix 1 - Copy of Equity Incentive Plan: Full copy of the company's equity incentive plan
6. Appendix 2 - Securities Law Legends: Required securities law warnings and notifications
7. Appendix 3 - Accredited Investor Certificate: If required under securities law exemptions
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