Series Trust Advisory Committee
The Series Trust Advisory Committee provides a forum where multi series trust mutual fund members can freely discuss relevant business, operational, legislative, regulatory, and general industry developments through a multi series trust lens. It provides opportunities for senior-level participants to network and exchange ideas and experiences as entrepreneurial financial services providers. It identifies key subject experts who can deliver value to the Committee through presentations or discussions.
Committee Meetings
The Series Trust Advisory Committee holds two virtual meetings a year. The Committee also holds webinars and/or conference calls as needed.
Membership Information
Participation on the Series Trust Advisory Committee is limited to member fund groups who provide a multi series trust to advisors. There are no limitations on the number of representatives that eligible member firms may have on the Series Trust Advisory Committee.
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.
There is no limit to the number of individuals the primary Series Trust Advisory Committee member can designate for colleague access.
