SCHEDULES

SCHEDULE 3Approved SAYE option schemes

Part 3Eligibility of individuals to participate in scheme

Requirements relating to the eligibility of individuals: introduction

9

An SAYE option scheme must meet the requirements of—

  • paragraph 10 (the employment requirement),

  • F1...

The employment requirement

10

(1)

The scheme must ensure that an individual is not eligible to participate in the scheme at a particular time unless the individual is then a director or employee of—

(a)

the scheme organiser, or

(b)

in the case of a group scheme, a constituent company.

(2)

The requirement of this paragraph is not infringed by a provision of the scheme required or authorised by a provision of this Schedule.

The “no material interest” requirement

F211

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Meaning of “material interest”

F212

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Material interest: options and interests in SIPs

F213

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Meaning of “associate”

F214

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Meaning of “associate”: trustees of employee benefit trust

F215

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Meaning of “associate”: trustees of discretionary trust

F216

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