Request for a share valuation Application for a share valuation in connection with Enterprise Management Incentives (EMIs) You may need valuations for EMIs on occasions when: ? you grant EMI options.
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How to fill out the UK VAL231 online
The UK VAL231 form is essential for requesting a share valuation, particularly in connection with Enterprise Management Incentives. This guide will provide you with clear and detailed instructions to help you navigate the online filling process smoothly.
Follow the steps to complete the UK VAL231 form effectively.
- Click the ‘Get Form’ button to obtain the VAL231 form and open it for editing.
- Enter the company details, including the name of the company whose shares are the subject of the option, class of shares, nominal value per share, and the company's registration number.
- Specify the event for which you want the valuation, such as the grant of EMI options, and provide the company's HM Revenue & Customs office reference if known.
- Indicate the date for which you want the valuation by entering the date in the format DD MM YYYY.
- Provide contact details, including the full name and address of the person who should receive correspondence regarding this form, along with their phone number.
- Answer whether the options were granted to employees on the specified date by selecting 'Yes' or 'No'.
- Provide the total number of shares on which options are to be or have been granted, along with the proposed share values, both subject to and without restrictions or risk of forfeiture.
- If the person listed is the company's agent, ensure their declaration is signed.
- Provide details in the 'Other details we need' section, including any relevant background information, share transactions, dividends, and articles of association.
- Lastly, review your entries for accuracy before saving changes or deciding to download, print, or share the completed form.
Complete your UK VAL231 form online today for a smooth valuation process!
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