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1. Parties: Identification of the company and the award recipient
2. Background: Context of the phantom stock award and its purpose
3. Definitions: Key terms including Phantom Stock Units, Vesting Date, Value, etc.
4. Grant of Award: Details of the phantom stock units being awarded
5. Vesting Conditions: Timeline and conditions for vesting of the phantom stock units
6. Valuation Mechanism: Method for calculating the value of phantom stock units
7. Payment Provisions: Terms for payment of vested phantom stock units
8. Tax Provisions: Treatment of tax and national insurance contributions
1. Change of Control Provisions: Terms applying in case of company sale or merger - used when protection against corporate transactions is desired
2. Malus and Clawback: Provisions for reducing or reclaiming awards - used when required by corporate governance or risk management
3. Non-Competition Clauses: Restrictions on working for competitors - used when additional employee retention is desired
1. Vesting Schedule: Detailed timeline of vesting dates and conditions
2. Valuation Formula: Detailed calculation method for phantom stock value
3. Award Notice: Template for notifying recipients of specific awards
4. Tax Treatment Summary: Overview of tax implications and calculations
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