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Comment Letter

ICI Letters on Tax Treaty Reclaim Issues in Portugal and Austria (pdf)

ATTESTATION OF HOLDING For tax reclaims on dividends derived from Austrian equities received by Non-Austrian Investment Vehicles. Managing Company Name of Investment Vehicle or Investment Company: ………………………………………………………………………………………………….. Registered office of the Investment Vehicle or...

2024 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook

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