How to use this template

1ACME Co.

How to use this template

Description– This template allows you to explain the rules/details of your plan, as

well as introduce Solium as your new Administrator. Use the slides you find applicable and customize content according to your plan rules. Create slide notes to assist the presenter with the presentation of the information.

Goal– Inform plan participants of plan information and transition to Solium

Timing– Date of launch (Go LIVE date)

Distribution– Webinar, presentations, road shows, intranet

Branding– Use your branding, corporate PowerPoint template

Employee SharePurchase Plan (ESPP)

Jane SmithDecember 15, 2008

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Agenda

Section I: Plan Overview

Section II: Plan Administration

Section III: Managing your portfolio through Shareworks

Section IV: Key Dates

Section I

Plan Overview

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Stock Market

Why own stock?– Benefit from Company success– Receive voting rights (if applicable)– Investment vehicle

What type of stock does <Company> have?– Stock symbol?– Exchange?– Class of shares?– Voting versus non voting?

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<Company> Stock Price

Stock Symbol: <stock symbol>

Exchange: <exchange>

Current price: <$price>

Customization Tip:

Include graph of stock performance for last 6 months, etc. to portray the increase (or decrease) in stock performance over time.

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Why Participate in <Plan Name>

Facilitate employees’ opportunity to own <Company> shares

<Company’s> success = your success

Complements compensation and benefits program

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Plan Overview

NOTE: High level details of the plan

Example:

Voluntary program

Used to buy <Company> shares

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Eligibility

Who is eligible to join the plan?

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Employee Contributions

How much can I contribute?

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Eligible Earnings

What are eligible earnings?

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Contribution Changes

Can I change my contribution amount?

Can I suspend my contributions?

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Terminations

What happens if I am terminated or take a leave of absence?

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Transactions

When can I make a transaction?

What kind of transactions can I make?– Cash withdrawal (sell shares)– Withdraw Shares (receive shares)

Send share certificate to your home address or your broker Electronic or physical certificate

What are the restrictions/limitations to making a transaction?

Can I transfer shares to an outside broker?

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Tax Implications

What are the tax implications?

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Plan Enrollment

When can I enroll in the Plan?

How do I enroll in the Plan?

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Blackout Periods

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Order Types

* Applicable only when selling shares

Market Order– Sell your shares at the current market price

Limit Order – Specify the price you would like to sell your shares– Valid for 30 calendar days; if the market price does not meet

the limit order price, the order will be cancelled

Section II

Plan Administrator

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New Plan Administrator

Solium Capital Inc

www.solium.com

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Benefits of Solium

Login online to your Shareworks account anytime, anywhere

Direct access to financial markets for seamless transactions

Self-serve online statements

View complete history of all transactions

Automated alerts on key events, such as blackouts

Discounted brokerage fees

No need for individual brokerage accounts

Phone and email support

Service Center hours are 8am to 8pm ET, Monday through Friday

Available to answer your questions or support you through the transaction process

Section III

Managing your portfolio through Shareworks

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Step 1: Account Activation

Open your Shareworks account online at www.solium.com/activate

Complete short activation form requesting contact information

Your Shareworks account details will be mailed to you

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Step 2: Login to Shareworks

Log in at www.solium.com/login

Enter Account Number and Password

Review and Accept Agreement(s)

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Step 3: Manage Your Profile

Go to the Personal Profile & Passwords tab to manage your:– contact information such as mailing address, phone numbers,

and personal email– bank account information– brokerage account information– login and transaction passwords– alternate login

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Transacting On Shares

Step 1 - Parameters– Enter the type of transaction (cash withdrawal, withdraw

shares)– Enter the number of shares you would like to sell / withdraw

Step 2 - Delivery– Choose how you would like to receive your proceeds / shares

Step 3 - Specify Order Type (when selling shares)– Choose order type (Market or Limit)

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Transacting On Shares – Cont’d

Step 4 - Verify– Verify your transaction details and order information– Enter your transaction password

Step 6 - Confirmation– Once transaction is completed, you will receive a confirmation

number

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Fees

Solium Transaction Fees– $XX transaction fee – $XX additional fee when placing Limit Orders– $XX additional fee when transacting through Solium’s Service

Center

Brokerage Commission– $XX for trades < 1000 shares

– $0.0X for trades >= 1000 shares

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Fees – Cont’d

Disbursement Fees– Check by Mail (USD) - $XX USD– Bank Wire ($US to US bank) - $XX USD– Bank Wire (International) - $XX USD

Certificate Fees– Physical Certificate - $XX USD– Electronic Certificate - $XX USD

Section IV

Key Dates

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Key Dates

Launch on Shareworks:

Activate accounts by:

Enroll in Plan by:

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Employee Action

Customization Tip:

If applicable, you may want to includes steps that employees need to take, etc

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Contact Solium

Online: www.solium.com

Email: help@solium.com

North America: 1.877.380.7793

International: International code + 1 + 403.515.3909

Hours: 8am - 8pm MT, Monday - Friday

Questions?