EFES - Survey of European countries

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SURVEY OF EUROPEAN COUNTRIES
LEGISLATION - PRACTICES - RESEARCH

1. News:
31.03.2008: The New York Times - Europe Takes a Closer Look at Employee Stock Ownership
06.03.2008: Anthony Jensen, University of Sydney - Spain pioneers Sustainable Democratic Corporate Governance Business Model with Sociedades Laborales
20.01.2008: 80% of all wide European groups had employee share plans in 2007, coming from 60% in 2001, 40% in 1998, 20% in 1994, 10% in 1986...
21.11.2007: Picture of European employee share ownership in 2007 - Comparing 14 countries and Austria
10.04.2007: Survey of employee ownership in Australia
Four new research reports give a full survey of employee ownership in Australia, due to the University of Melbourne: An Overview of Existing Data on Employee Share Ownership in Australia, Employee Share Ownership: A Review of the Literature, Employee Share Ownership Plans in Australia: The Corporate Law Framework, Employee Share Ownership Plans in Australia: The Taxation Law Framework. Click here for full information and download reports
17.01.2007: France: New legislation for employee ownership - "Loi du 30.12.2006 pour le développement de la participation et de l'actionnariat salarié"
22.12.2006: Insolvency, Employee Rights & Employee Buyouts, A Strategy for Restructuring - Anthony Jensen, Ithaca Consultancy and The Common Case Foundation, UK
22.12.2006: Thesis by Eric Kaarsemaker: Employee Ownership and Human Resource Management - theoretical and empirical treatise + Dutch context
21.12.2006: Thesis by Marco Caramelli: Impact of employee ownership in multinational companies, an intercultural attitudinal approach
21.12.2006: Research report by Patrick Guiol & Jorge Munoz: Participative management contributes to better public health
21.12.2006: Pepper III Report by Jens Lowitzsch - Picture of employee financial participation in the new member countries of the European Union
04.10.2006: Rapport de la Délégation de l'Assemblée Nationale pour l'Union Européenne "Participation, intéressement et actionnariat salarié: trois piliers pour l'Europe sociale face à la mondialisation"
04.10.2006: Mitarbeiterbeteiligung in �sterreich im Rahmen des Forums Alpbach von AK-Experten Heinz Leitsm�ller und WK�-Experten Ralf Kronberger
22.03.2006: Erik Poutsma and others: Changing Patterns of Employee Financial Participation in Europe 2006 - A survey among listed firms in Six European Member States 16.11.2005: The NCEO published its updated statistical profile of employee ownership in the USA
17.10.2005: Stock options: The European Commission � DG Enterprise and Industry organised a study on employee stock options, leading to the conclusion in 2003 that: Employee stock options can help to promote entrepreneurship (click to get the full document)�� This conclusion was based on a Final report by the Expert Group on Employee Stock Options� and on the DG Enterprise study on Employee Stock Options in the EU and USA
15.09.2005: European Foundation Dublin: Financial Participation in the EU: a benchmarking study of Slovenia
22.08.2005: The new EU Prospectus Directive and Employee Share Incentives (Pinsent Masons - July 2005)
26.10.2004: European Foundation Dublin: Financial participation in the EU: Indicators for benchmarking
06.09.2004: European Foundation Dublin: Financial participation for SMEs: barriers and potential solutions
18.05.2004: European Foundation Dublin: Financial Participation: the role of governments and social partners
15.11.1999: European Commission : A company perspective on financial participation in the EU - Objectives and obstacles

2. Basis information:
1. Table of employee ownership laws accross the world (Source: COG)
          Matrix of legislation in 39 countries.
2. Employee ownership legislation around the world (Source: NCEO)
         Survey of legislation in 13 countries (85 pages) (Canada, Egypt, France, Hungary, Ireland, Jamaica, Poland, Russia, Slovenia, Trinidad, Spain, UK, USA).
3. French legislation (Source: Fondact)
         Data base of French legislation.
4. Survey of financial participation within European countries (Source: Erik Poutsma / Dublin Foundation)
         Draft of the next PEPPER III REPORT to be published by the European Commission in 2001 - all EU countries (79 pages).
5. UK legislation (Source: Inland Revenue)
         Data base of UK legislation.
         New Employee Ownership Legislation voted on November 7, 2002.
6. Overview of incentive stock option plans throughout Europe (Source: CMS)
and Overview of related taxation issues (Source: CMS)
        Overview of legislation on incentive stock option plans (34 pages)
        and related taxation issues (32 pages) in 11 European countries (Austria, Belgium, Denmark, France, Germany, Hungary, Netherlands, Poland, Sweden, Switzerland, UK), winter 2000.
7. International stock plans - The Practitioner's Guide (by Louis Rorimer)
        A terrific handbook explaining global stock plan creation, compliance and communications in 12 European countries and others (Belgium, Denmark, France, Germany, Ireland, Italy, Netherlands, Norway, Spain, Sweden, Switzerland, UK), in 2 volumes.
8. Irish legislation (George Tuthill)
        Overview of Irish legislation, April 2001.
9. Belgium: new legislation (in French and Dutch)
        New legislation adopted by Belgian Parliament unanimously in plenary session on 29 March 2001:
         - Preparatory report ("Report De Grauwe") in PDF in Nederlands
         - Preparatory report ("Report De Grauwe") in PDF in English
         - Text adopted in plenary session on 29.3.2001
         - Minutes of the plenary session on 29.3.2001
         - Official publication of the law
         - Practical measures 1, 2, 3 and 4
        In English: THE NEW BELGIAN EO LAW (3 .PDF pages presentation in English)
10. European Council Recommendation
         Europe - Council Recommendation of 27.7.1992 (1)
         Europe - Council Recommendation of 27.7.1992 (2)
11. Erik Poutsma's new report (nearly a "PEPPER III") making a new survey of financial participation within European countries; written in 1999 - published in 2001 by the European Foundation together with the European Commission
         The 114 pages report ("Recent trends in employee financial participation in the EU")
         Summary of the report in 4 pages in English
         Summary of the report in 4 pages in French
12. New report of the European Foundation on employee share ownership and profit sharing in the European Union (based on Cranfield survey data) - published in November 2001
         The 102 pages report
         Summary of the report in 4 pages in English
         Summary of the report in 4 pages in French
13. Spain:
Anthony Jensen, University of Sydney - Spain pioneers Sustainable Democratic Corporate Governance Business Model with Sociedades Laborales
Law on Sociedades Laborales en français, in English, in Italiano, in Deutsch, en Español (PDF)
Dedicated web pages on the Spanish model of the Sociedades Laborales (in French and Nederlands)
14.EFES article on "Tax & law obstacles to employee financial participation schemes in the EU" (PDF), July 2003

17.10.2005: Stock options: The European Commission � DG Enterprise and Industry organised a study on employee stock options, leading to the conclusion in 2003 that: Employee stock options can help to promote entrepreneurship (click to get the full document)�� This conclusion was based on a Final report by the Expert Group on Employee Stock Options� and on the DG Enterprise study on Employee Stock Options in the EU and USA