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Update Option Pool Details

Easily adjust your option pool settings to reflect changes like approved top-ups or updated plan configurations.

What you can edit

If your pool has no offers (or only draft offers):

  • Pool name

  • Number of options

  • Option price

  • Strike price

  • Share type

If offers have been sent or granted:

  • Pool name

  • Number of options only

Note: Option price and strike price can be updated on individual offers, so the pool settings serve as defaults that can be overridden later.

You can also configure these important settings:

  • Require witness signature for all offers - Enable this if your option agreement requires a witness alongside the recipient

  • Require board approval before issuing all grants - Enable this to ensure all draft option grants are sent for board approval before they are sent to the recipient

  • Allow early exercise

  • Set a default option expiration type - Choose from a time-based expiry (eg. 10 years from the Grant Date) or None. Specify your notification preferences.

  • Post termination exercise period (PTEP) - Set a default PTEP for all grants in the plan (eg. 90 days)

  • Block signing for 14 day disclosure period - Australian companies only

Note: Each of the above default settings can be updated on an individual option grant level as you are drafting a new offer.

How to update your option pool

  1. Select Incentive plans from the main menu

  2. Choose Options from the dropdown

  3. Click View pool on the pool you want to modify

  4. Click Settings in the top right corner

  5. Update the relevant details and save your changes

Still Need Help?

If you're blocked from updating any details, contact our support team via the chat or raise a new support request and we'll help you resolve this quickly.

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