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32831

Agenda for October 20 Tax Advisory Committee Virtual Meeting

[32831] October 15, 2020 TO: Tax Advisory Committee RE: Agenda for October 20 Tax Advisory Committee Virtual Meeting Attached is the agenda for the virtual meeting of the Tax Advisory Committee scheduled for Tuesday, October 20, 2020, at 2:00 p.m. ET. You can join the Zoom meeting...
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32836

ESMA Publishes 2021 Annual Work Programme

[32836] October 15, 2020 TO: ICI Global Members ESG Task Force (Global) Global Advocacy Coordination Advisory Committee Global Operations Advisory Committee ICI Global Regulated Funds Committee SUBJECTS: Disclosure ESG Financial Stability International/Global Investment Advisers MiFID...
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32833

ICI Small Funds Shop Talk, Wednesday, November 4, 2020 1:00 -2:00 p.m. ET

[32833] October 15, 2020 TO: Small Funds Committee RE: ICI Small Funds Shop Talk, Wednesday, November 4, 2020 1:00 -2:00 p.m. ET The next meeting of the Investment Company Institute’s Small Funds Committee will be held on Wednesday, November 4, 2020 1:00 -2:00 p.m. ET via Zoom...
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32830

IRS Issues Additional Guidance on Transition from LIBOR

[32830] October 14, 2020 TO: ICI Members LIBOR Transition Working Group Tax Committee SUBJECTS: Tax RE: IRS Issues Additional Guidance on Transition from LIBOR The Treasury Department and the Internal Revenue Service (IRS) have issued additional guidance on the tax consequences of...
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32828

Request for Comments on OECD Blueprints on Pillars One and Two

[32828] October 13, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Request for Comments on OECD Blueprints on Pillars One and Two As we informed you today, [1] the OECD/G20 Inclusive Framework on BEPS (Inclusive Framework) has released for...
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32826

Free ICI Member Registration to the Chatham House Conference on October 16

[32826] October 13, 2020 TO: ICI Global Tax Committee Tax Committee RE: Free ICI Member Registration to the Chatham House Conference on October 16 ICI and several of its members have partnered with Chatham House to organize a virtual conference, ‘Ageing Societies and Retirement Post...
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32823

China's Bond Markets: Additional Information for Member Calls

[32823] October 9, 2020 TO: Global Operations Advisory Committee Global Operations Advisory Committee - Asia ICI Global Investing Subcommittee ICI Global Regulated Funds Committee ICI Global Regulated Funds Committee - Asia Securities Operations Advisory Committee RE: China's Bond...
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32819

SEC Staff Issues Additional FAQs on Form CRS

[32819] October 9, 2020 TO: ICI Members Investment Company Directors Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee SEC Rules Committee Transfer Agent...
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32821

SEC Adopts Fund of Funds Rule

[32821] October 9, 2020 TO: ICI Members Investment Company Directors CCO Advisory Issues Subcommittee Chief Compliance Officer Committee Closed-End Investment Company Committee Compliance Advisory Committee ETF (Exchange-Traded Funds) Committee ETF Advisory Committee ICI Securities...
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32825

LIBOR Update: ISDA Announces Forthcoming Publication of Fallbacks

[32825] October 9, 2020 TO: ICI Members ICI Global Members Derivatives Markets Advisory Committee LIBOR Transition Working Group SUBJECTS: Compliance Derivatives Financial Stability Operations RE: LIBOR Update: ISDA Announces Forthcoming Publication of Fallbacks We wanted to alert you...
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32814

Expiration of Temporary CFTC and NFA Relief from Fingerprinting Requirements

[32814] October 8, 2020 TO: ICI Members Chief Compliance Officer Committee Derivatives Markets Advisory Committee Investment Advisers Committee Registered Fund CPO Advisory Committee SUBJECTS: Compliance COVID-19 CPO/CTA Derivatives Investment Advisers RE: Expiration of Temporary CFTC...
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32818

For Review 14 Oct: Draft Response to CFA ESG Consultation

[32818] October 8, 2020 TO: ESG Task Force (Global) ESG Working Group (US) ICI Global Regulated Funds Committee SEC Rules Committee RE: For Review by 14 Oct: Draft Response to CFA ESG Consultation Attached for your review is ICI’s draft response to the CFA Institute’s consultation on...
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32817

SEC Issues NMS Consolidated Equity Data Plan for Public Comment

[32817] October 8, 2020 TO: Equity Markets Advisory Committee RE: SEC Issues NMS Consolidated Equity Data Plan for Public Comment On October 5, the SEC published the proposed single National Market System (NMS) Consolidated Equity Data Plan (“CT Plan”) for public comment. [1] Comments...
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32811

Mark Your Calendar - 2021 BTRAC Meetings

[32811] October 7, 2020 TO: Bank, Trust and Retirement Advisory Committee RE: Mark Your Calendar - 2021 BTRAC Meetings Please mark your calendar with the following BTRAC meetings scheduled in 2021: January 7 BTRAC/BDAC Quarterly Joint Call (2:00 – 3:00 p.m. ET) January 13 & 14 BTRAC...
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32810

Registration and Agenda for October 15 Tax Committee Call

[32810] October 7, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration and Agenda for October 15 Tax Committee Call Attached is the agenda for the upcoming Tax Committee call, scheduled for October 15, 2020, at 11:00 a.m. ET. Please...