Add Trust Details When Accepting Options
If your company has enabled trust nominations, you can nominate a trust to hold your options when accepting your grant.
Note: This feature is available in Australia and New Zealand.
Add trust details to your offer
Receive your stock option offer email and click View my Grant.
Create your Cake account using the same email address the offer was sent to.
Navigate to the Offers tab and click Review Offer.
Click Enter details to start the acceptance process.
Complete your personal information in the first section – ie. your details as an individual, not the trustee or trust you are nominating to hold your options.
Click into Advanced details.
Check the box for Held in trust?
Complete the three additional fields that appear as Trust details prior to signing the contract:
Trustee type: Individual/Joint/Company
Trustee full name: the name of the trustee
Trust name: the name of the trust
Trustee identifier type & number: ACN/ABN/OTHER (applicable to corporate trustees only)
Example: Individual trustee + trust
After nominating a trust
Your grant will be issued in the name of the trust rather than your personal name. The documents will reflect this in your Documents section once the company has confirmed the grant.