Sales and Marketing Committee
The Sales and Marketing Committee provides a forum for members to discuss developments and issues related to the distribution of mutual funds through intermediaries.
Key Issues of Interest
- The role of wholesalers
- Working with and providing value to financial advisers
- Coverage models
- Product development and technology trends
- Regulatory and compliance challenges
Committee Meetings
Sales and Marketing Committee meets several times per year, both virtually and in person.
Membership Information
Each member firm may have up to two representatives on the Sales and Marketing Committee.
Committee Members
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.
Sales and Marketing Committee representatives may designate a total of five individuals for colleague access.