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Stock and RSU Proceeds as Source of Funds

Written by Global Immigrate consultants · Reviewed by Oscar Yip, Founder & Managing Director

Summary

Equity plan, vesting, sale, tax withholding and bank credit must align.

Short answer: using stock/RSU/option proceeds requires the employer equity plan, vesting/exercise records, sale confirms, tax withholding and bank credit — names and amounts consistent throughout.

FAQ

Unsold shares as capital?

May count toward net worth; investment capital usually needs realisation.

Overseas listed stock?

Still need full trade and remittance trail.

Private company shares?

Valuation and lawful transfer proof are harder.

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