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-1- Publicis Groupe Long Term Incentive Plans Morgan Stanley Share Account First Time User Guide SECTIONS Welcome to the Morgan Stanley Share Account Service, through which you can access information 1. Your Benefit Access Account relating to your Publicis Groupe LTI Plans. 2. First Time Logon This guide will explain how you can: 3. Account Activation Logon to the Benefit Access website 4. Further Information Activate your account 5. Frequently asked questions View your LTI Plan positions Contact Morgan Stanley if you have any queries Access guides that explain how you can manage your LTI holdings
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Publicis Groupe Long Term Incentive Plans Morgan Stanley ...livredor.publicis.com/neolane/PublicisGroupe/User_Guide_MSSB.pdf · • Multi-currency, multi exchange capability (supporting

Jul 15, 2020

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Page 1: Publicis Groupe Long Term Incentive Plans Morgan Stanley ...livredor.publicis.com/neolane/PublicisGroupe/User_Guide_MSSB.pdf · • Multi-currency, multi exchange capability (supporting

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Publicis Groupe Long Term Incentive Plans

Morgan Stanley Share Account First Time User Guide

SECTIONS Welcome to the Morgan Stanley Share Account Service, through which you can access information

1. Your Benefit Access Account relating to your Publicis Groupe LTI Plans. 2. First Time Logon This guide will explain how you can: 3. Account Activation • Logon to the Benefit Access website 4. Further Information • Activate your account

5. Frequently asked questions • View your LTI Plan positions • Contact Morgan Stanley if you have any queries

• Access guides that explain how you can manage your LTI holdings

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1. Your Benefit Access Account Publicis Groupe’s partnership with Morgan Stanley provides you with:

• Secure access to view the multi-lingual Benefit Access website

• Full graphical account visualization, via Benefit Access, of the Publicis Groupe LTI Plans

• Access to view Publicis Groupe LTI Plans Documentation • Real-time updates and messaging regarding the Publicis Groupe LTI Plans via the Alerts & Messages section of the

Benefit Access website

• The facility to monitor and track the potential value of your shares • Multi-currency, multi exchange capability (supporting over 100 different currencies)

• A Global Nominee account structure for you to hold your shares, free of charge until such time as you choose to trade

• The facility to model different trading scenarios and sell shares on the easy to use, intuitive Benefit Access website

• A multi-lingual call centre facilitating over 170 different languages

For more information on trading shares, proceeds delivery and transferring shares, please refer to the Short Guides which are available under Benefit Access/Document Library/Plan Documents.

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2. First Time Benefit Access Logon

IT’S EASY TO ACTIVATE YOUR SHARE PLAN ACCOUNT AT MORGAN STANLEY

• You will shortly be receiving a BAMail email which contains a link to your personalized activation site.

• Click the link to take you to the Benefit Access Activation page.

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• When you are on the Activation page, there are three steps to complete to validate your identity.

1. Enter your Identification number –– Please refer to the recent email received from Publicis Groupe C&B.

*Note to U.S. residents: Even though Social Security Number (SSN) is listed as an alternative to the Identification number, please only use your Id. The system will not recognize your SSN.

2. Enter the Publicis Groupe Stock Symbol – this is PUB.

3. Enter your Date of Birth.

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• You will be asked to create your own User Name and Password. Please take into account that the User Name you

create cannot be changed in the future, so take some time to create a User Name that will be easy to remember for you. The password you create can be changed by you in the future if needed.

• There are “tool tips” for each field, and online password validation.

• The green bar will show you your password strength.

• You also need to accept the Morgan Stanley Terms & Conditions.

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Upon activation, you will be asked to choose four Security Questions to help keep your account safe.

The answers to these questions may be required if you forget your User Name or Password.

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You will now need to update your personal contact information and set your preferences.

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You will be returned to the main www.benefitaccess.com homepage. Please use your newly created User Name and Password to log into the site.

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3. Benefit Access – Account Activation for Trading Shares This is the main home page for your Publicis Groupe LTI Plans.

Please note that you must certify your tax status before your account can be activated for trading. • You can complete the certification online in a few minutes.

• Select “My Profile” at the top of the screen, then follow the link to “Tax and Banking Information”.

• Click on “Certify” in the window that opens.

You should see a message titled Tax Form Not on File. From the list of available forms at the bottom of this page, please read the description under each form to determine which one applies to your particular circumstances. • Select the "certify" link beside the appropriate form.

• You will be asked to accept the Morgan Stanley Terms and Conditions for using the website. Select “Read the Terms and Conditions” to review them, then click on “I Agree to the Terms and Conditions” to continue. Further information on these can be provided on request.

• Once all the steps are completed, you will see a confirmation that the certification process has been completed. Information is updated in real time so you can now return to your Homepage to view your account, trade online and use other Benefit Access features in your chosen language.

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©2013 Morgan Stanley Private Wealth Management Limited. All rights reserved. Morgan Stanley is a trading name used by Morgan Stanley Private Wealth Management Limited (“MSPWM”) for its Global Stock Plan Services Division. Accounts carried by Morgan Stanley & Co. International Plc (“MSIP”). MSPWM and MSIP are authorized and regulated by the Financial Services Authority in the UK for investment business. MSPWM’s registered number is 06837134 and its registered address is 20 Bank Street, London E14 4AD. MSIP’s registered number is 02068222 and its registered address is 25 Cabot Square, London E14 4QA.

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4. Contact Details

The Morgan Stanley Customer Service Centres are open during working hours. You may speak to a Customer Service Representative ("CSR") in your own language, either directly or through a translation service if you require a language that the CSR does not speak.

The Customer Centers offer the following services:

• Assistance in activating your Benefit Access account

• Enquiries about your shares and other shareholder-related questions • Selling your available shares

• Send you any forms you require

CUSTOMER CENTRE LOCATION NUMBER

Europe Barcelona +34 93 316 5640

The Americas San Antonio, US +1 614 414 8441

Asia Pacific Melbourne +61 3 9188 2024

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©2013 Morgan Stanley Private Wealth Management Limited. All rights reserved. Morgan Stanley is a trading name used by Morgan Stanley Private Wealth Management Limited (“MSPWM”) for its Global Stock Plan Services Division. Accounts carried by Morgan Stanley & Co. International Plc (“MSIP”). MSPWM and MSIP are authorized and regulated by the Financial Services Authority in the UK for investment business. MSPWM’s registered number is 06837134 and its registered address is 20 Bank Street, London E14 4AD. MSIP’s registered number is 02068222 and its registered address is 25 Cabot Square, London E14 4QA.

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5. Frequently asked questions Q: I have tried logging on to Benefit Access and had problems. Who should I call? • A: Please contact one of the Morgan Stanley Customer Centers:

• For Spain and Europe: +34 93 316 5640

• For US: +1 614 414 8441

• For APAC: + 61 3 91882024

Q: How do I ensure my contact details are kept up to date? • A: You should inform your Company of any name or address changes and they will ensure the information is updated

on Benefit Access. Morgan Stanley cannot accept name or address changes directly from you, these must come via Your Company.

Q: How do I activate my account if I do not want to use Benefit Access? • A: If you prefer to use a paper form to activate your account, you can do this by contacting the Morgan Stanley

Customer Centre and requesting a paper form. Please be advised that this process will take longer than if you activate your account online.

Q: Is Morgan Stanley also a broker for other shares? Can I buy other shares through Morgan Stanley? • A: No. The company only provides a system to exercise or sell Publicis Groupe shares.

Q: How do I practically exercise or sell my shares? • A: Publicis Groupe has made Morgan Stanley’s online administration system, Benefit Access, available for exercising

or selling Publicis Groupe share options. You will receive login and registration details for Benefit Access by e-mail. You will need to login and register on the site to exercise any share options or sell shares.

Q: What is the Form W-8BEN on the Benefit Access website and who needs to complete it? • A: All employees who are not US citizens or US taxpayers need to complete a Form W-8BEN to be able to exercise

share options through MSSB. The Form W-8BEN is a US tax form that MSSB is obliged to hold on file for all Non-US participants. Completing this form is part of the registration process and ensures that all non-US participants do not have US tax withheld from their proceeds. The Form W-8BEN, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding, is used by foreign persons to certify their non-American status. The form establishes that the employee is a non-resident alien, to avoid US tax withholding.

4.

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©2013 Morgan Stanley Private Wealth Management Limited. All rights reserved. Morgan Stanley is a trading name used by Morgan Stanley Private Wealth Management Limited (“MSPWM”) for its Global Stock Plan Services Division. Accounts carried by Morgan Stanley & Co. International Plc (“MSIP”). MSPWM and MSIP are authorized and regulated by the Financial Services Authority in the UK for investment business. MSPWM’s registered number is 06837134 and its registered address is 20 Bank Street, London E14 4AD. MSIP’s registered number is 02068222 and its registered address is 25 Cabot Square, London E14 4QA.

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Q: What is the Form W-9 on the Benefit Access website and who needs to complete it? • A: All employees who are US citizens or US taxpayers need to complete a Form W-9 to be able to exercise share

options through MSSB. The Form W-9 is a US tax form that MSSB is obliged to hold on file for all US participants. Completing this form is part of the registration process. It is used by third parties to collect identifying information to help file information returns with the US Inland Revenue Service (IRS).

Q: When I have exercised my options and sold my shares, how are the proceeds paid to me? • A: The proceeds from exercise & sell transactions are paid directly to the employee via Wire transfer or check.

Q: If you exercise and hold shares, where are they held? • A: You will be able to keep your shares with the share option plan administrator or you can transfer your shares to an

account with a broker or brokerage service.

Q: Are there any fees associated with exercising share options and how will I pay the fees? • A: When you Exercise your Options, the following fees apply and will be deducted from your proceeds:

Exercise and Sell 0.2% (€ 25.00 minimum per exercise) Exercise and Hold € 25.00 per exercise

Q: Is there any cost to having my shares held in a Morgan Stanley account? • A: No, once your shares are delivered to your account, you can leave them there and there is no cost to you.

Q: Will I be charged transaction fees if I sell or transfer my shares? • A: When you sell or transfer shares, Morgan Stanley will deduct transaction fees from your proceeds:

• Sell Shares: 0.2% of the gross proceeds (€ 25 minimum per trade)

• Proceeds Delivery Fee by cheque: € 12

• Proceeds Delivery Fee by wire transfer: € 5

• Share Transfer: € 40

Q: What happens in a Closed Period? • A: You are not able to deal in Publicis shares in a closed period.