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JP-2026074570-A - Money distribution system and money distribution method

JP2026074570AJP 2026074570 AJP2026074570 AJP 2026074570AJP-2026074570-A

Abstract

[Challenge] To create an incentive provision model that can be effectively used even by companies that do not have plans for an IPO or M&A. [Solution] A monetary distribution system according to one embodiment of the present invention has the following functions: a function to present the amount of the reserve fund that can be distributed to a beneficiary designator 13 who has the right to designate beneficiaries to whom the reserve fund, which is a trust asset based on dividends paid on shares that are a trust asset, will be distributed; a function to receive from the beneficiary designator 13 the designation of beneficiaries 15 relating to the trust asset, such as those who have contributed to improving the value of the trust asset, and input of information regarding the degree of contribution of the beneficiary 15; a function to perform a distribution process to distribute the reserve fund to the beneficiary 15 designated by the beneficiary designator 13 in an amount corresponding to the degree of contribution of the beneficiary 15; and a function to notify the beneficiary 15 of the amount of the reserve fund that has been distributed. [Selection Diagram] Figure 1

Inventors

  • 松田 良成

Assignees

  • コタエル・ホールディングス株式会社

Dates

Publication Date
20260507
Application Date
20241021

Claims (10)

  1. Regarding a trust that covers specific trust assets that generate dividends or income, the system includes a function to accept the designation of beneficiaries of said trust assets, such as those who have contributed to increasing the value of said trust assets, and input of information regarding the degree of contribution of said beneficiaries, from the beneficiary designator who has the right to designate said beneficiaries. A function to distribute money accumulated as new trust property based on dividends or income generated from the specific trust property to beneficiaries designated by the beneficiary designation right holder, in an amount corresponding to the beneficiary's contribution, A money distribution system characterized by having the following features.
  2. In the money distribution system described in claim 1, A money distribution system further characterized by having a function to present to the beneficiary designated right holder the amount of money that can be distributed, calculated based on predetermined distribution rules.
  3. In the money distribution system described in claim 1, A money distribution system characterized by further having a function to notify the beneficiary of the amount of money to be distributed.
  4. In the money distribution system described in claim 1, A money distribution system characterized by accepting input of the amount of money to be distributed to the beneficiary as information regarding the beneficiary's contribution.
  5. In the money distribution system described in claim 1, A money distribution system characterized by receiving input of the proportion of money to be distributed to the beneficiary as information regarding the beneficiary's contribution, and calculating the amount to be distributed to the beneficiary by apportioning the amount of money that can be distributed according to the distribution proportion to the beneficiary.
  6. In the money distribution system described in claim 1, A monetary distribution system characterized by receiving an input of an index value representing the beneficiary's contribution as information regarding the beneficiary's contribution, and performing a predetermined calculation based on the index value relating to the beneficiary to calculate the distribution amount to the beneficiary.
  7. In the money distribution system described in claim 1, A money distribution system characterized by establishing a new trust to take over the remaining trust assets if no beneficiary is designated for all or part of the trust assets by the beneficiary designation date.
  8. In the money distribution system described in claim 1, A money distribution system characterized in that, if there are outstanding loans in the trust assets, the designation of beneficiaries cannot be made until part or all of the principal and interest on those loans has been repaid.
  9. In the money distribution system described in claim 7, A financial distribution system characterized in that, if there are outstanding loans in the trust assets, the transfer of the trust cannot be carried out until part or all of the principal and interest on those loans has been repaid.
  10. With respect to a trust that covers specific trust assets that generate dividends or income, the steps include receiving the designation of beneficiaries related to said trust assets, such as those who have contributed to the improvement of the value of said trust assets, and inputting information regarding the degree of contribution of said beneficiaries, from the beneficiary designator who has the right to designate said beneficiaries, The steps include: distributing to beneficiaries designated by the beneficiary designator an amount corresponding to the beneficiary's contribution, the amount of money accumulated as new trust property based on dividends or income generated from the specific trust property; A method of distributing money characterized by having the following features.

Description

This invention relates to a trust that covers trust property that generates dividends or income, and more particularly to a money distribution system and money distribution method that can distribute money accumulated based on dividends or income generated from said trust property. Traditionally, stock options (hereinafter referred to as "stock acquisition rights") have been known, granting company officers, employees, and external collaborators (hereinafter referred to as "officers, employees, etc.") the right to purchase company shares at the exercise price. Since the profit from stock acquisition rights increases as the share price of the company rises above the exercise price, officers, employees, etc. who are granted stock acquisition rights strive to increase the company's value by driving up the share price. Traditionally, when issuing stock options, it was necessary to determine the recipients and the number of options to be granted. However, granting stock options, which are expected to generate future value, to officers and employees without considering their actual contributions could lead to problems such as a loss of motivation among officers and employees, or underperforming the contributions expected by management. Under these circumstances, a scheme known as "trust-type stock options" has emerged in recent years. In this scheme, stock options are initially entrusted to a trustee, and then, after assessing their contributions to the company, the stock options are subsequently issued to officers and employees. Trust-type stock options are disclosed, for example, in Patent Document 1. Patent Document 1 discloses that if, on the date of designation of the beneficiary of the initial trust, no beneficiary is designated for all or part of the stock options that constitute the trust property, a separate trust (hereinafter referred to as the "transfer trust") is established to take over the remaining stock options, and the trustee of the transfer trust is designated as the beneficiary of the initial trust, thereby transferring the stock options in a way that does not determine the beneficiary. Japanese Patent Publication No. 2022-23422 This diagram shows an overview of a monetary distribution system according to one embodiment of the present invention.This is a diagram showing an example of a monetary distribution system configuration.This figure shows an example of the server configuration shown in Figure 2.This figure shows an example of the processing sequence for a money distribution system.This figure shows an example of dividend data.This figure shows an example of beneficiary designation data.This figure shows an example of trust data. The following describes one embodiment of the present invention with reference to the drawings. First, referring to Figure 1, an overview of the monetary distribution system according to one embodiment of the present invention will be described. Here, the explanation will be based on the case where shares and stock options are treated as trust assets. The settlor 11, who entrusts the stock acquisition rights of issuing company 10 to the trustee 12, contributes funds to the trustee 12 (A1). The settlor 11 may be, for example, the owner-manager or shareholder of issuing company 10, but could also be the issuing company or another third party. The trustee 12 uses the funds contributed by the settlor 11 to pay the acquisition price for the stock acquisition rights to issuing company 10 (A2). The issuing company 10 grants the trustee 12 stock acquisition rights in proportion to the amount paid (A3). Here, issuing company 10 is assumed to be a company without plans for an IPO or M&A, but it could also be a company with plans for an IPO or M&A. Trustee 12 exercises the stock acquisition rights using the funds contributed by settlor 11, and converts the trust of stock acquisition rights into a trust of shares (A4). As a result, Trustee 12 can receive dividend payments from the issuing company 10 for the shares obtained through the exercise of the stock acquisition rights (A5). Dividend payments are made, for example, once a year or once every six months, at a timing determined by the issuing company 10. Dividends paid by the issuing company 10 for the shares that constitute the trust property are added to the trust property and managed as a monetary trust. Subsequently, the trustee 12 receives the designation of beneficiaries for the shares, which constitute the trust property, from the beneficiary designator 13 (A6). The beneficiary designator 13 may be the issuing company 10, the settlor 11, or another entity. The beneficiary designator 13 may designate beneficiaries 14 to receive the shares and beneficiaries 15 to receive the money, taking into consideration the contributions of officers and employees, etc., to improving the corporate value of the issuing company 10. The designation of beneficiaries 14 and 15 may be made by the same beneficiary designator 13, or by d