JP Morgan Mobile Equity Services | Global Tax Network

We’ve partnered with

to provide their clients with dedicated mobile equity services

Are you concerned about equity non-compliance issues due to an increase of cross border workers and the T+1 shortened settlement cycle?

Do you have global and cross border tax expertise you and your participants can rely on in managing and understanding the tax issues related to equity?

Do you feel overextended due to manual work, turnaround times, and limited staff on your equity and payroll teams?

Schedule a call with one of our experts so you can avoid penalties and participant confusion.

Mobile Equity Program Offering

Automation and custom reporting

Automation using our web-based Allocate® tool for US domestic and international cross-border employer reporting and withholding, including custom reporting for global payroll, finance, participant statements

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Policy, implementation, and program support

Supporting your internal mobile equity program with policy, implementation, and program support, including global tax rates, matrixes, country reports, and other global tax consulting services

Employee communications and education

Participant communications and education including scenario memos (general or custom), FAQs, webinars, office hours, tax consultations, as well as internal team training, including payroll and HR teams

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Global tax risk assessment

Global tax risk assessment including preparing or reviewing calculations of exposure and reserve, evaluation of exposures in compliance, and other related advice

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Global individual tax preparation

Global individual tax preparation on a company-sponsored basis or direct to participant basis

Say Goodbye to Manual Equity Compliance

By partnering with J.P. Morgan, we provide a coordinated and aligned approach to your mobile equity needs. Our systems talk to each other to provide you with an integrated and automated process.

With our Allocate® technology, we’ll implement a personalized mobile equity compliance process for your program and support you as your program’s size and needs change.

Allocate® eliminates the need for fragmented, manual equity compliance through:

Automated, precise reporting and withholding calculations
Cross-border reporting across jurisdictions, including consideration of national, regional, local, and social taxes
Seamless integration with J.P. Morgan

You deserve a dedicated partner who will help you navigate the challenging equity compliance landscape

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Flexible, high-touch service

We work as an extension of your equity team by collaborating with you, your participants, and your other strategic vendors

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Dedicated support

Dedicated equity team of tax professionals and technology developers to support you every step of the way

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Personalized solutions

Proactive, personalized assistance that reflects your unique program needs

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Global coverage

Coverage and resources around the world that keep you up to date and compliant no matter where your participants are located

Secure and protected

Priority focus on data privacy to ensure your company and participant information stays safe and secure

Strategic resources

Resources that keep you one step ahead of any questions or issues that arise in your mobile equity program

We've helped clients in over 140 countries, and we look forward to providing you with the same personalized service