EMPLOYEE WEBSITE NAVIGATION MANUAL

Transcription

1 EMPLOYEE WEBSITE NAVIGATION MANUAL

2 Table of Contents Table of Contents... 2 Web Map... 3 Log on to Employee Share Plan Website... 4 PIN Reset Self-Service... 8 View and Change Personal Details Update Address Update Banking Detail View your Portfolio Share Award Scheme View My Vested Share Award Balance Online Grant Acceptance for Share Option Only ) Cashless Sell All Transaction (Sell Shares and Get Sales Proceeds) ) Cashless Sell to Cover Transaction (Sell Shares to Cover the Cost and Get the Residual Shares) ) Cash Hold All Exercise Transaction (Pay Costs and Hold Shares) ) Vested Share Award Sale Transaction Order Cancellation Review Transaction History and Transaction Statement ) View Completed Transaction ) View Transaction Statement Company Information ) FAQ ) Plan Documentation ) Downloadable Forms ) Messages Help Contact Us Logout... 65

3 Web Map Read FAQs Review plan documents Download exercise forms Read company notifications Review grant details Submit Exercise/Sale orders Check historical transaction records Download transaction documents Review personal details Change password Change security questions and/or answers Update banking details (if applicable) 3

4 First Login Log on to Employee Share Plan Website Go to the Company s Share Option Scheme website, then login with your assigned Login ID and 5 digits Initial PIN. 4

5 First Login Please read Terms and Conditions and Privacy Statement. If you agree with all the Terms and Conditions as well as the Privacy Statement, please select Yes and click Next button to continue. 5

6 First Login For security reasons, the system will require you to change the login PIN at your first login session to the website. The new PIN must be a combination of 5-11 digits number. It must not contain more than 2 sequential numbers (i.e. 123) or more than 2 repeating numbers (i.e. 111). Please then click on Next button. You will also be required to select and answer three Security Questions in order to reset your PIN in case it is forgotten. Please then click on Next button. 6

7 First Login You will also need to provide the that CPM can contact you with. In order to minimize the risk of communication failure between you and CPM and for the security reasons, corporate address is recommended, yet personal address is also acceptable. Please click Next to continue. Review and confirm your security information is correct. Please click Submit to complete your initial login procedure. 7

8 First Login PIN Reset Self-Service If you forget the PIN when you login the employee website, please click the Forgotten PIN? link on the pre-login page to reset your PIN. Please enter your assigned Login ID and click Submit to continue. Your assigned Login ID is your LF Employee ID, this can be retrieved from HRMS. Alternatively, you may contact Computershare s Customer Care Centre for assistance. 8

9 First Login Please answer the 3 security questions pre-set by you at your initial login session and then click Submit to continue. Once you have successfully answered all the security questions, you may proceed to change your login PIN. Please enter your new PIN, and then click Submit to continue and login to your web account. The PIN must consist of 5-11 numbers, and they must NOT contain more than 2 sequential numbers (i.e. 123 or 321) or more than 2 repeating numbers (i.e. 111). 9

10 Personal Profile View and Change Personal Details (a) To view your personal details, please click on the Personal Details from the My Profile page. Your personal details will be shown as following page. 10

11 Personal Profile (b) To update your PIN or Security questions, please click on the Security Details from the My Profile page. To update your PIN, please enter your new PIN twice and your current PIN. The PIN must consist of 5-11 numbers, and they must NOT contain more than 2 sequential numbers (i.e. 123 or 321) or more than 2 repeating numbers (i.e. 111). Please then click Submit to continue. To update Security Question, please select three questions from the dropdown list and set the answers. Please then click Submit to continue. A confirmation page will be shown if the information has been successfully updated. 11

12 Personal Profile Update Address Please click on the Personal Details under My Profile. Update your address in the field and click on Save to continue. In order to minimize the risk of communication failure between you and CPM and for the security reasons, corporate address is recommended, yet personal address is also acceptable. Please click Next to continue. 12

13 Personal Profile Enter your PIN and click on Confirm to submit the update. 13

14 Personal Profile Update Banking Detail Please click on the Payment Details under My Profile. (a) To confirm which banking detail you want to update, and please click on the Amend link on the page. (b) Please choose International Wire then Click on Next to continue. 14

15 Personal Profile (c) Please choose Country of Payment, and then click on Next to continue. (d) Please choose I agree and Click on Next to continue. 15

16 Personal Profile (e) Please input your banking details, and click on Next to continue. Please kindly enter the 11 digits SWIFT Code to identify which bank your account belongs to. If you are uncertain with your SWIFT code of your bank, please consult your bank for details. Please confirm the information, enter your PIN and click Submit to continue. 16

17 Personal Profile (f) A confirmation page will be shown if the banking detail is updated successfully. 17

18 View your Portfolio Please select My Holdings then click on Portfolio tab on the navigation bar, and view your portfolio. To review the grant info under each plan, please click on the link of the plan under Your current portfolio. 18

19 Please click on Holding Information tab on the navigation bar, and choose the plan from Holding Information dropdown list, and click on the link of Grant Date to review your grant details. Share Option Scheme Share Award Scheme 19

20 Please click on the above Grant Date link to view grant details and vesting schedule. Share Option Scheme Share Award Scheme 20

21 View My Vested Share Award Balance On this page you can see the breakdown of the shares in the Vested Shares Account. Additional details for the selected holding can be seen by clicking the button. Web returns the details of the vested share information. Please click on Back to Summary to view the details of other Vested Share Balance batches. 21

22 Online Grant Acceptance for Share Option Only (a) Please select My Holdings, then click on Portfolio tab on the navigation bar, and view your portfolio. To view the grant info under each scheme, please click on the link of the scheme under Your Holdings. (b) To view the grant details, please click on Details next to the grant you want to enquire. 22

23 (c) If you have not accepted the grant, the exercisable quantity will be shown as zero even there are vested units. And no transactions can be done unless you have completed the grant acceptance process. (d) Please accept the grant by clicking Accept / Revoke button before having any exercise transactions. 23

24 (e) After clicking the Accept / Revoke link, the web returns the Grant Acceptance Details. If you agree to the Grant Acceptance details, please check Accept and re-enter your PIN before clicking on submit button to complete the acceptance procedure. 24

25 (f) Confirmation page with a unique confirmation number will show once grant acceptance has been confirmed. 25

26 Request Online Transaction Share Option 1) Cashless Sell All Transaction (Sell Shares and Get Sales Proceeds) (a) To exercise your shares, please click on the correspondent Transact link on the right hand side on Portfolio tab and proceed to Transaction page. (b) To request share exercise, please click on the Exercise link on the page. 26

27 Cashless Sell All Exercise step 1: Disclaimer Select Yes and click on Next 27

28 If you are a PRC Tax Resident, please check the box on the right hand side and click on Next to continue. (Continue) 28

29 Cashless Sell All Exercise step 2: Select Exercise type Please choose the exercise type: Select Cashless Exercise Sell Shares from the dropdown list and click on Next. 29

30 Cashless Sell All Exercise step 3: Fill in the Worksheet Please enter the number of options to exercise. Select the type of order: Market Order or Limit Order. Note that if you select Limit Order, you need to enter the Limit Price (HKD), and then please click Next to continue. In item How would you like your proceeds distributed? - If you have updated the banking details under My Profile (please refer to Update Banking Detail section), you can select Your wire details below under column How would you like your proceeds distributed? The net proceeds amount will be wired to the individual participant s bank account 30

31 directly. Alternatively, you could choose to temporarily enter a bank account for the current transaction by selecting Alternative wire instruction (please refer to Update Banking Detail section). 31

32 Cashless Sell All Exercise step 4: Review the Estimation page Please kindly review the estimated Total Money to be Returned as per your exercise quantity and order instruction, if everything looks fine to you, please re-enter your PIN in the box at the bottom of the page and click Submit to continue. **The Estimation Page is for reference only. A confirmation page will be shown if the order is submitted successfully. 32

33 2) Cashless Sell to Cover Transaction (Sell Shares to Cover the Cost and Get the Residual Shares) Please note that "Cashless - Sell To Cover" exercise type will only be available during the trading hours of HKEX. (a) To exercise your shares, please click on the correspondent Transact link on the right hand side on Portfolio tab and proceed to Transaction page. (b) To request share exercise, please click on the Exercise link on the page. 33

34 Cashless Sell to Cover Exercise step 1: Disclaimer Select Yes and click on Next. 34

35 If you are a PRC Tax Resident, please check the box on the right hand side and click on Next to continue. (Continue) 35

36 Cashless Sell to Cover Exercise Step 2: Select Exercise type Please choose the exercise type: Select Cashless Sell to Cover from the dropdown list and click on Next. 36

37 Cashless Sell to Cover Exercise Step 3: Fill in the Worksheet Please enter the number of options to exercise and select the share distribution method. Select Market Order by default, and then please click Next to continue. In item How would you like your proceeds distributed? - If you have updated the banking details under My Profile (please refer to Update Banking Detail section). And then you can select Your wire details below under column How would you like your proceeds distributed? The net proceeds amount will be wired to the individual participant s bank account directly. Alternatively, you could choose to temporarily enter a bank account for the current transaction by selecting Alternative wire instruction (please refer to Update Banking Detail section). 37

38 In item How would you like your shares distributed? - Transfer to Vested Share Account the shares are held in a Nominee Account on behalf of the participants. The participants can view these shares online using the same login as their other scheme holdings. Participants can sell these shares via the CPM web/trading platform at any time in the future; given the respective costs of the transaction will be liable to the participants. 38

39 Please read the Terms and Conditions, select Yes and click on Next. 39

40 Cashless Sell to Cover Exercise Step 4: Review the Estimation page Please kindly review the estimated page as per your exercise quantity and order instruction, if everything looks fine to you, please re-enter your PIN in the box at the bottom of the page and click Submit to continue. **The Estimation Page is for reference only. A confirmation page will be shown if the order is submitted successfully. 40

41 3) Cash Hold All Exercise Transaction (Pay Costs and Hold Shares) (a) To exercise your shares, please click on the correspondent Transact link on the right hand side on Portfolio tab and proceed to Transaction page. (b) To request share exercise, please click on the Exercise link on the page. 41

42 Cash Hold All Exercise step 1: Disclaimer Select Yes and click on Next. 42

43 If you are a PRC Tax Resident, please check the box on the right hand side and click on Next to continue. (Continue) 43

44 Cash Hold All Exercise Step 2: Select Exercise type Please choose the exercise type: Select Cash Hold All from the dropdown list and click on Next 44

45 Cash Hold All Exercise Steps 3: Fill in the Worksheet Please enter the number of options to exercise and select the share distributed method that is available to you, then click Next. Select Issue Share Certificate via your Company s Share Registrar as the share delivery method, this means share certificate will be issued under the scheme participant s name and address. Once the share certificate is ready, share registrar will deliver the share certificate in the methods requested (self collection, 3rd party collection and registered post). To avoid the risk of mislaying the share certificate, participants are recommended to collect the share certificate from the Share Registrar. Select Transfer to Vested Share Account, this allows you to have the shares transfer to a Nominee Account of Computershare on your behalf. You can view these shares online using the same login as their other scheme holdings. You can sell or transfer these shares out the account via our self-service website at any time in the future and bear the relevant costs. If you select Transfer to Vested Share Account, please read the Terms and Conditions. Choose Yes and then click Next. 45

46 46 Portfolio and Transaction

47 Cash Hold All Exercise Step 4: Review Estimation Page Please kindly review the estimation page as per your exercise quantity and order instruction, if everything looks fine to you, please re-enter your PIN in the box at the bottom of the page and click Submit to continue. **Please mark down the Total Funds Required to Proceed with Exercise that you are required to remit for the exercise. 47

48 A confirmation page and payment instruction will be shown if the order is submitted successfully. For your reference, please note the Citibank address is 13/F Harbour front Two, 22 Tak Fung Street, Hungham Kowloon, Hong Kong. Please also kindly print this confirmation page for your reference. For Cash Exercise, please note that if you choose to deposit the fund via bank cheque, it is essential that you put Reference note e.g. LAFC-XXXXXX (please note XXXXXX is your login ID) on your cheque. As long as you write the notes on the cheque and ask Citibank to record it for you, the cheque will come to us with the Reference note. For any cheque that does not have Reference note, we will NOT process your Cash exercise at all. As a result of this, any delay or cancellation of your Cash exercise will be your own responsibility. A Cash Settled Confirmation Statement will be loaded to your web account on late T-day end informing you the exact amount of Total Fund Payable in HKD and the designated bank account details where the 48

49 fund needs to be deposited into. Once the statement is available, a Hold All Confirmation will be sent to you to notify the statement is available to view. Please also complete the Cash (Hold All) Exercise Form and send with payment slip / remittance slip to us by (LiFungSharePlans@computershare.com.au) or by fax ( ). The form can be downloaded under Company Info Downloadable Forms (please refer to Downloadable Forms section under Company Information) Regarding the Cash (Hold All) Exercise Form- Section A, please make sure to fill in the your correspondence address, as all future mail communication from Share Registry will send to this address as the mailing address. 49

50 4) Vested Share Award Sale Transaction (a) To sell your shares of the Vested Share (VSA) account, please click on the correspondent Transact link on the right hand side on Portfolio tab and proceed to Transaction page. (b) To sell shares, please click on the Sell button on the page. 50

51 Share Sale Step 1: Select Number of Shares to sell Please enter the number of securities to sell in the box below and click on Next ; or alternatively select to sell the shares by specific lots. If you opt to sell shares by specific lots, enter the number of units you want to sell for each lot then click Next. Share Sale Step 2: Select Order Type and Sell Order Method Please select the type of order. Market order by default. Where available, you may select a limit order and enter the limit price in HKD. In Step 1, if you chose to enter number of securities to sell, you need to select the Sell Order Method, i.e. 51

52 FIFO (first in first out) HIFO (highest cost in first out) LIFO (last in first out) LCFO (lowest cost in first out) If you choose to sell by specific lots and the request is to sell across more than one lot, the order will be executed by from the selling the oldest lot to the newest lot until fully executed. Please then click on Next button to continue. When you choose market order, you will see below page. 52

53 When you choose limit order, you will see below page. For the participants who are subject to payroll restriction (i.e. SAFE Cir 7), the net proceeds after deducting the transaction fees and administration fee, will be remitted directly to the company s designated bank account for internal distribution. 53

54 For the participants who are not subject to payroll restriction, the net proceeds after deducting the transactional charges and administration fee will be remitted directly to the participant s individual bank account. Before submitting the transaction request, participant is required to update the payment/banking details under <My Profile> (for details, please refer to Update Banking Details section). Share Sale Step 3: Review the Estimation page Please review the estimation page which details the transaction as requested by you. You can review the sell breakdown information by clicking button. To submit the sale, scroll down the page to read and accept the exercise disclaimer by adding a tick, then please re-enter your PIN in the box at the bottom of the page and click Submit to continue. **The Estimation Page is for reference only; for the actual final Net Proceeds refer to the transaction history after order execution 54

55 55 Portfolio and Transaction

56 A confirmation page will be shown if the order is submitted successfully. 56

57 Order Cancellation (a) Please click on the Transaction History tab on the navigation bar, and select the designated Plan/Holding. To confirm which pending transaction you want to cancel, and please click on the Cancel link on the page. (b) Please re-enter your PIN in the box at the bottom of the page and click Submit to continue. 57

58 (c) A confirmation page will be shown if the order is submitted successfully. 58

59 Review Transaction History and Transaction Statement 1) View Completed Transaction To view completed historical transactions, please click on the Transaction History tab on the left hand side of the navigation bar, and select the designated Plan/Holding. 59

60 2) View Transaction Statement Please select Correspondence tab on the top navigation bar under My Holdings, and then clicking on the PDF icon next to the file you wish to view. 60

61 Company Information Company Information 1) FAQ To view frequently asked questions or frequently used terms on option plans, please click on Company Info then FAQ on the top navigation bar. 2) Plan Documentation To view plan documents, please click on Company Info then Plan Documentation on the top navigation bar. 61

62 Company Information 3) Downloadable Forms To view downloadable forms, please click on Company Info then Downloadable Forms on the top navigation bar. 4) Messages To view messages, please click on Company Info then Messages on the top navigation bar. 62

63 Others Help Please click on <Help> button on top of right hand corner of the page after login, you will be redirected to FAQ section. 63

64 Others Contact Us To see the contact details of Computershare, please click on <Contact Us> on top of right hand corner of the page. 64

65 Others Logout To log out from the employee website, please click on the <LOGOUT> button in the panel on right hand side after Login. You will be redirected to the pre-login page. 65