Share Vesting Agreement Template for Switzerland

A comprehensive legal document governed by Swiss law that establishes the terms and conditions under which company shares are granted to individuals (typically employees, executives, or founders) with gradual vesting over time. The agreement details the vesting schedule, conditions for share acquisition, transfer restrictions, and rights and obligations of both the company and the share recipient. It incorporates specific provisions compliant with Swiss corporate law, particularly the Swiss Code of Obligations, and addresses tax implications under Swiss federal and cantonal tax regulations. The document includes mechanisms for handling various scenarios such as employment termination, company sale, or restructuring.

Typically:
i
This cost is based on prices provided by
6 legal services in your market.
With GenieAI:
£0
i
Generate and export your first
document completely free.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get template free
Upload to review

Your data doesn't train Genie's AI

You keep IP ownership of your docs

4.6 / 5
4.6 / 5
4.8 / 5
Alternatively...

What is a Share Vesting Agreement?

The Share Vesting Agreement is a crucial document in Swiss corporate practice, commonly used when companies wish to grant equity to key stakeholders while ensuring long-term commitment. This agreement type is particularly relevant for startups, scale-ups, and established companies implementing employee participation programs or founder equity arrangements. The document must comply with Swiss corporate law, particularly the Swiss Code of Obligations (OR/CO), and consider Swiss tax implications. Share Vesting Agreements typically include detailed vesting schedules, defining when and how shares become fully owned by the recipient, along with provisions for scenarios like early departure or company sale. The agreement balances the interests of the company (retaining key personnel, protecting corporate interests) with those of the share recipients (gaining equity ownership, understanding their rights and obligations).

What sections should be included in a Share Vesting Agreement?

1. Parties: Identification of the contracting parties - typically the company and the shareholder/employee

2. Background: Context of the agreement, including company structure, share capital details, and purpose of the vesting arrangement

3. Definitions: Key terms used throughout the agreement, including 'Vesting Period', 'Vesting Date', 'Shares', etc.

4. Share Details: Description of shares subject to vesting, including number, class, and nominal value

5. Vesting Schedule: Detailed timeline and conditions for share vesting, including cliff period if applicable

6. Transfer Restrictions: Limitations on share transfers during vesting period and procedures for permitted transfers

7. Shareholder Rights: Voting rights, dividend rights, and other shareholder privileges during vesting period

8. Termination Provisions: Consequences of agreement termination and treatment of unvested shares

9. Taxes and Costs: Allocation of tax liabilities and other costs related to the vesting arrangement

10. Confidentiality: Obligations regarding confidential information and trade secrets

11. Governing Law and Jurisdiction: Specification of Swiss law application and jurisdiction for disputes

12. Miscellaneous: Standard provisions including severability, entire agreement, and amendments

What sections are optional to include in a Share Vesting Agreement?

1. Employment Relationship: Required when vesting is linked to employment status, defining relationship between employment and vesting rights

2. Good/Bad Leaver Provisions: Detailed provisions for treatment of shares based on circumstances of departure

3. Performance Conditions: Specific performance targets or milestones that affect vesting schedule

4. Tag-Along Rights: Rights of minority shareholders to join in sale of majority stakes

5. Drag-Along Rights: Rights of majority shareholders to force minority shareholders to join in sale

6. Non-Competition: Restrictions on competitive activities during and after vesting period

7. Share Valuation: Methods for determining share value in specific circumstances

8. Acceleration Provisions: Conditions under which vesting schedule may be accelerated

What schedules should be included in a Share Vesting Agreement?

1. Schedule 1: Share Certificate: Copy or details of the relevant share certificate(s)

2. Schedule 2: Vesting Schedule: Detailed breakdown of vesting dates and corresponding share portions

3. Schedule 3: Shareholders' Agreement: Reference to or excerpt of relevant provisions from the shareholders' agreement

4. Schedule 4: Company Articles: Relevant excerpts from company articles relating to share transfers and restrictions

5. Schedule 5: Notice Forms: Template forms for various notices required under the agreement

6. Schedule 6: Tax Elections: Required tax forms and elections related to the vesting arrangement

7. Appendix A: Deed of Adherence: Template for additional parties to adhere to the agreement

8. Appendix B: Share Transfer Form: Template for executing share transfers under the agreement

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Switzerland

Publisher

Genie AI

Document Type

Stock Agreement

Cost

Free to use

Find the document you need

Term Sheet Share Purchase Agreement

A preliminary agreement under Swiss law outlining key terms and conditions for a proposed share acquisition, serving as the foundation for a definitive share purchase agreement.

Download

Buffer Stock Agreement

A Swiss law-governed agreement establishing terms for maintaining and managing strategic inventory reserves in compliance with Swiss regulations.

Download

Stock Warrant Agreement

A Swiss law-governed agreement granting rights to purchase company shares at specified terms and conditions.

Download

Share Vesting Agreement

A Swiss law-governed agreement establishing terms for gradual share vesting, typically used for employee or founder equity arrangements.

Download

Founder Stock Purchase Agreement

A Swiss law-governed agreement detailing the terms and conditions for founders' purchase of company shares, including rights, obligations, and transfer restrictions.

Download

Stock Subscription Agreement

A Swiss law-governed agreement documenting the terms and conditions for subscribing to newly issued shares in a Swiss corporation.

Download

Restricted Stock Unit Award Agreement

A Swiss law-governed agreement detailing the terms and conditions of restricted stock unit grants to employees, including vesting, settlement, and local tax implications.

Download

Stock Option Purchase Agreement

A Swiss-law agreement governing the grant and exercise of stock options, detailing terms for future share purchases at preset prices.

Download

Share For Share Exchange Agreement

Swiss law-governed agreement facilitating the exchange of shares between companies, including exchange terms, conditions, and regulatory compliance requirements.

Download

Share Contribution Agreement

A Swiss law agreement governing the contribution of shares from one party to another, including transfer terms and corporate requirements.

Download

Share Sale And Purchase Agreement

A Swiss law-governed agreement documenting the terms and conditions for the sale and purchase of shares in a company, including price, warranties, and completion mechanics.

Download

Share Swap Agreement

A Swiss law-governed agreement for exchanging cash flows based on share performance, compliant with Swiss financial regulations and the FMIA.

Download

Stock Repurchase Agreement

A Swiss law-governed agreement detailing terms and conditions for a company's repurchase of its own shares from existing shareholders.

Download

Employee Stock Option Agreement

A Swiss-law governed agreement establishing terms for employee stock option grants, including vesting, exercise conditions, and regulatory compliance requirements.

Download

Common Stock Purchase Agreement

Swiss law-governed agreement for the purchase and sale of common stock, incorporating local legal requirements and international best practices.

Download
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your data is private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it