[31719] April 17, 2019 TO: Derivatives Markets Advisory Committee ICI Global Trading & Markets Committee RE: Draft Agenda and Registration Reminder for May 15 Meetings of the ICI Global Trading and Markets Committee and Derivatives Markets Advisory Committee The ICI Global Trading and...
[31720] April 17, 2019 TO: Tax Advisory Committee RE: May 22 Tax Advisory Group Meeting Registration The Tax Advisory Group will meet on Wednesday, May 22 in the Institute’s offices at 1401 H Street, NW, Washington, DC 20005. The meeting will begin at 2:00 p.m. Eastern and will...
[31716] April 16, 2019 TO: Investment Company Directors SUBJECTS: Directors Chapter RE: Invitation to Los Angeles Directors Chapter Meeting on Tuesday, June 4 or San Francisco Directors Chapter Meeting on Wednesday, June 5 The Independent Directors Council will host chapter meetings...
[31715] April 15, 2019 TO: Closed-End Investment Company Committee ICI Securities Regulation Advisory Group SEC Rules Committee Small Funds Committee RE: Draft ICI Comment Letter on SEC's Proposal Expanding Pre-Filing Communications with Certain Prospective Investors; Member Comments...
[31713] April 12, 2019 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: CIV Industry Coalition Letter to UN Experts Committee Supporting Guidance on CIV Tax Treaty Eligibility Eleven collective investment vehicle (CIV)...
[31712] April 12, 2019 TO: Tax Committee RE: For Your Review: ICI Letter on IL Financial Transaction Tax Act Attached for your review is a draft comment letter on Illinois’ proposed Financial Transaction Tax Act (HB0023) . The proposal would impose a tax at rate of $1 for each...
[31711] April 12, 2019 TO: Equity Markets Advisory Committee Fixed-Income Advisory Committee RE: FINRA to Present Proposed TRACE Block Trade Pilot Program on April 15; Member Call Scheduled on April 24 As previously reported, the SEC Fixed Income Market Structure Advisory Committee...
[31714] April 12, 2019 TO: Closed-End Investment Company Committee RE: Reminder: Register for the Closed-End Investment Company Committee Meeting on Tuesday, April 23 As previously noted, an in-person meeting of the Closed-End Investment Company Committee is scheduled for Tuesday...
[31709] April 11, 2019 TO: Equity Markets Advisory Committee RE: EMAC Call on SEC Transaction Fee Pilot April 25 at 1pm Eastern Please join us on Thursday, April 25 at 1:00 pm (Eastern) for a call to discuss the SEC’s transaction fee pilot. Eric McArthur and Jamie Brigagliano from...
[31707] April 10, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI and Nareit Submit Letter on Proposed Regulations Under Section 199A The Institute and Nareit submitted the attached letter thanking the Treasury Department and the Internal Revenue Service (IRS) for recently...
[31706] April 10, 2019 TO: Variable Insurance Products Advisory Committee RE: Save the Date - June 11 In-Person Meeting of ICI's Variable Insurance Products Advisory Committee Thank you for responding to our recent survey regarding your availability for an in-person meeting of ICI’s...
[31704] April 9, 2019 TO: Management Company Tax Subcommittee Tax Committee RE: June 20 and 21 Tax Committee Meetings in Seattle, WA The next meetings of the ICI Tax Committee will be on Thursday, June 20 and Friday, June 21 in Seattle, WA. Russell Investments will host the meetings...
[31705] April 9, 2019 TO: ICI Members Investment Company Directors Derivatives Markets Advisory Committee SUBJECTS: Compliance Derivatives Disclosure Investment Advisers Operations Trading and Markets RE: CFTC Adopts Amendments to Notification Requirements for Segregation of Margin...
[31702] April 8, 2019 TO: ICI Global Investing Subcommittee ICI Global Pacific Chapter ICI Global Regulated Funds Committee RE: Register for the Inaugural Hong Kong Meeting of the Regulated Funds Committee on 21 May We encourage you to register for the inaugural Hong Kong meeting of...
[31699] April 8, 2019 TO: Derivatives Markets Advisory CommitteeICI Global Trading & Markets Committee RE: ICI Global Joins Letter Urging UK Recognition of EEA Trading Venues in Preparation for Brexit ICI Global and other trade associations recently submitted the attached letter...
[31701] April 8, 2019 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension RE: House Ways and Means Committee Approves Bipartisan Retirement Legislation On April 2, 2019, the US House Ways and Means Committee approved the Setting Every Community Up...
[31703] April 8, 2019 TO: Global ESG Task Force RE: Summary of US Senate Banking Committee Hearing on April 2 The Senate Banking Committee recently conducted an ESG-related hearing titled “The Application of Environmental, Social, and Governance Principles in Investing and the Role of...
[31698] April 5, 2019 TO: Tax Committee RE: Draft ICI-Nareit Letter on Sec. 199A Deduction for Qualified REIT Dividends and PTP Income Attached for your review is a draft letter from ICI and Nareit thanking the Treasury Department and the Internal Revenue Service (IRS) for recently...
[31696] April 3, 2019 TO: ICI Global Members Global ESG Task Force ICI Global Regulated Funds Committee SUBJECTS: Disclosure International/Global RE: EU ESG Disclosure Regulation: Final Text The European Parliament’s ECON committee has finally approved the trilogue agreement on the...
[31693] April 2, 2019 TO: Diversity and Inclusion Working Group RE: Agenda for the Diversity and Inclusion Working Group Call -- Tuesday, April 9 at 2:00 PM ET The next Diversity and Inclusion Working Group conference call will be held on Tuesday, April 9, 2019. The agenda for the...
[31694] April 2, 2019 TO: ICI Members Tax Committee SUBJECTS: Tax RE: ICI Submits Comment Letter on IRS Form 8613 The Institute submitted the attached letter in response to the Internal Revenue Service’s request for comments on IRS Form 8613 “Return of Excise Tax on Undistributed...
[31675] April 2, 2019 TO: Closed-End Investment Company Committee RE: Register for the Closed-End Investment Company Committee Meeting on April 23, 2019 The Spring in-person meeting of the Closed-End Investment Company Committee will take place on Tuesday, April 23, 2019 at the...
