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Stock Appreciation Rights Agreement

Stock Appreciation Rights Agreement Template for Canada

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Key Requirements PROMPT example:

Stock Appreciation Rights Agreement

"Need a Stock Appreciation Rights Agreement under Canadian law for a private technology company, with a 4-year vesting schedule and special provisions for accelerated vesting in case of an IPO or acquisition."

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Document background
The Stock Appreciation Rights Agreement is a crucial document used by Canadian companies to provide equity-linked compensation without diluting actual shareholding. This agreement is typically implemented when a company wants to offer long-term incentives that track stock value appreciation while avoiding the complexities of actual share issuance. The document must comply with Canadian federal and provincial securities laws, tax regulations, and employment standards. It details the grant terms, vesting schedule, exercise procedures, payment calculations, and tax implications of SARs. This agreement is particularly valuable for private companies where share valuation and liquidity are concerns, or for public companies seeking to manage their equity dilution while still providing competitive compensation packages.
Suggested Sections

1. Parties: Identifies the company granting the SARs and the recipient employee/consultant

2. Background: Explains the context of the agreement and the company's SAR program

3. Definitions: Defines key terms used throughout the agreement including 'Base Price', 'Fair Market Value', 'Grant Date', 'Vesting Date'

4. Grant of SARs: Specifies the number of SARs granted and the base price

5. Vesting Schedule: Details when and how the SARs vest over time

6. Exercise of SARs: Procedures and conditions for exercising vested SARs

7. Payment Upon Exercise: Explains how the appreciation amount is calculated and paid

8. Term and Expiration: Specifies the duration of the SARs and expiration conditions

9. Taxation and Withholding: Addresses tax implications and the company's withholding obligations

10. Restrictions on Transfer: Prohibitions on transfer, assignment, or encumbrance of SARs

11. Termination of Employment: Effects of employment termination on vesting and exercise rights

12. General Provisions: Standard contractual provisions including notices, amendments, governing law

Optional Sections

1. Change in Control: Provisions addressing acceleration or special treatment of SARs in case of company sale or merger

2. Clawback Provisions: Terms allowing company to recoup payments in cases of misconduct or financial restatement

3. Non-Competition and Non-Solicitation: Restrictive covenants tied to the SAR grant

4. International Provisions: Special terms for recipients in different jurisdictions

5. Shareholder Rights: Clarification that SARs do not confer actual shareholder rights

6. Electronic Delivery: Consent to receive SAR-related documents electronically

7. Data Privacy Consent: Authorization for collection and processing of personal data related to SAR administration

Suggested Schedules

1. Schedule A - Notice of Exercise: Form to be completed by recipient when exercising SARs

2. Schedule B - Vesting Schedule: Detailed breakdown of vesting dates and conditions

3. Schedule C - Calculation Methodology: Detailed explanation of how SAR value is calculated

4. Appendix 1 - Tax Treatment Summary: Overview of tax implications in relevant jurisdictions

5. Appendix 2 - Administrative Procedures: Detailed procedures for SAR administration and exercise

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºÚÁÏÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
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Relevant Industries

Technology

Financial Services

Professional Services

Manufacturing

Energy

Mining

Healthcare

Telecommunications

Real Estate

Retail

Consulting

Relevant Teams

Legal

Human Resources

Finance

Executive Leadership

Compensation & Benefits

Corporate Governance

Tax

Treasury

Accounting

Compliance

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Executive Director

Senior Vice President

Vice President

Director

Senior Manager

Department Head

Key Employee

Senior Consultant

Legal Counsel

HR Director

Compensation Specialist

Corporate Secretary

Financial Controller

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Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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