Global Operations Advisory Committee
The Global Operations Advisory Committee (GOAC) provides a forum to discuss and identify ways to improve cross-border and “single country” investment fund operational challenges.
Key Issues of Interest
- Back-office distribution functions, and transfer agency services, with a focus on the countries of the United Kingdom and European Union
- Fund administration and custody issues
- Discussing industry processing practices and opportunities for improvement
- Raising initiatives to progress operational and distribution efficiencies in Europe
- Impact of new regulatory requirements including compliance and implementation
Committee Members
Committee Meetings
The GOAC has three in-person meetings per year in London, Dublin, and Luxembourg. Each meeting has a European site, and a US site, linked by video conference. Conference calls and working groups will be scheduled as needed depending upon the issues being addressed.
Membership Information
Each member may have up to two representatives on the GOAC. For those employing two representatives, no more than one should be based in the United States and representatives should be senior executives involved with or responsible for international operations from mutual fund companies, external transfer agency, fund accounting service providers, distributors, and global clearing organizations.
Colleague Access
Colleague Access gives committee representatives the ability to designate co-workers (i.e., non-committee members) to view committee memos and materials online, receive notification of memos addressed to the committee via ICI Digest and participate in committee calls and meetings.
As committees may deal with confidential policy topics involving draft comment letters and conference calls, ICI limits the number of colleagues per firm who can be designated for Colleague Access. Only committee representatives (not alternates or substitutes) can activate Colleague Access, and colleagues must be employed by the committee member’s firm.
Global Operations Advisory Committee representatives may designate a total of two individuals for colleague access.