The Vested Equity Agreement is a crucial document for New Zealand companies looking to attract, retain, and motivate key personnel through equity participation. It's particularly relevant for startups, growth companies, and established businesses implementing employee ownership schemes. The agreement must comply with New Zealand's regulatory framework, including the Financial Markets Conduct Act 2013 and Companies Act 1993. Typically used when companies want to grant equity that vests over time, this document outlines vesting schedules, performance conditions (if any), treatment of unvested equity upon termination, tax implications, and compliance requirements. The agreement balances the company's need to retain talent with the equity recipient's interests, while ensuring all securities law requirements are met.
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Key Requirements PROMPT example:
Vested Equity Agreement
"I need a Vested Equity Agreement under New Zealand law for our new CTO, with equity vesting over 4 years starting March 2025, including accelerated vesting provisions in case of company sale."
1. Parties: Identification of the company issuing equity and the recipient
2. Background: Context of the agreement and relationship between parties
3. Definitions and Interpretation: Definitions of key terms including 'Vesting Date', 'Shares', 'Vesting Period', etc.
4. Grant of Equity: Details of the equity being granted including number of shares/options
5. Vesting Terms: Core vesting schedule, conditions, and mechanics
6. Rights and Restrictions: Rights attached to the equity and any restrictions on transfer or sale
7. Termination Provisions: What happens to unvested equity upon various termination scenarios
8. Tax Obligations: Treatment of tax liabilities and responsibilities
9. Confidentiality: Confidentiality obligations regarding the agreement terms
10. Compliance with Laws: Compliance with NZ securities laws and regulations
11. General Provisions: Standard boilerplate including governing law, notices, amendments
1. Employment Relationship: Required if equity is tied to employment terms
2. Performance Conditions: Include if vesting is tied to performance metrics
3. Accelerated Vesting: Required if there are provisions for acceleration upon specific events
4. Change of Control: Include if special provisions apply in case of company sale/merger
5. International Provisions: Required if recipient is based outside New Zealand
6. Shareholder Rights: Include if additional shareholder rights are granted
7. Bad Leaver Provisions: Include if different terms apply for termination for cause
8. Drag and Tag Rights: Include if these rights are granted with the equity
1. Schedule 1: Vesting Schedule: Detailed timeline and milestones for vesting
2. Schedule 2: Share Details: Specific details of shares/options including class and rights
3. Schedule 3: Performance Metrics: If applicable, detailed performance criteria for vesting
4. Schedule 4: Consent Forms: Required forms and consents under NZ securities law
5. Schedule 5: Deed of Adherence: Form of deed to be signed by recipient
6. Appendix A: Shareholders Agreement: Copy or relevant excerpts of shareholders agreement
7. Appendix B: Constitution: Relevant sections of company constitution affecting the equity
Authors
Relevant legal definitions
Clauses
Relevant Industries
Technology
Software Development
Financial Services
Professional Services
Healthcare
E-commerce
Manufacturing
Biotechnology
Media and Entertainment
Retail
Consulting
Real Estate
Education Technology
Clean Technology
Agriculture Technology
Relevant Teams
Legal
Human Resources
Finance
Executive Leadership
Board of Directors
Company Secretariat
Compensation & Benefits
Corporate Development
Accounting
Compliance
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Chief Technology Officer
Senior Software Engineer
Product Manager
Sales Director
Chief Operating Officer
Head of Department
Senior Manager
Key Account Manager
Technical Lead
Research Director
Principal Consultant
Department Head
Vice President
Managing Director
Senior Advisor
Executive Director
Founder
Co-founder
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