[11712]
March 9, 2000
TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-00
BTAC ENHANCEMENTS TASK FORCE
RE: JUNE 14, 2000 TASK FORCE MEETING AND JUNE 15, 2000
COMMITTEE MEETING
______________________________________________________________________________
The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, June 15,
2000 at the offices of the Investment Company Institute. The ICI is located at 1401 H Street, NW, in
Washington, DC. The meeting will take place in the David Silver conference room which is located on
the 12th floor. The meeting is scheduled to begin at 10:00 a.m. and will conclude at 2:00 p.m. Lunch will
be served.
Also, there will be a meeting of the BTAC Enhancements Task Force on Wednesday, June 14th,
also at the ICI. This meeting will take place in the 11th floor conference room. Lunch will be served at
12:00, the meeting will start at 1:00 and is expected to run until 5:00 p.m.
We have reserved a block of hotel rooms for the evening of June 14th at the J.W. Marriott Hotel
located at 1331 Pennsylvania Avenue, NW, Washington, DC, at the rate of $179.00 single/double. To
make reservations please call 1-800-228-9290 and ask for a room in the Investment Company Institute
block. You must make your room reservation no later than May 8, 2000 to reserve at the $179-rate.
Please confirm your attendance at the committee meeting and the task force meeting by
completing the attached response form (whether or not you plan to attend) and returning it to Agnes Thomas
by June 1, 2000 either by fax (202/326-8314) or return mail.
Please remember that attendance is limited to Committee/Task Force members or their
designated substitutes only. Any exceptions to this policy must be approved in advance by the
BTAC/Task Force chairman or the ICI.
We want to get your input for both the June 14th and 15th meetings agenda. If there are items
that you would like to see on the agenda, please complete the Agenda Items section of the Meeting
Response Form.
We look forward to seeing you in Washington on June 14th and 15th!
Stuart Bateman Justine Phoenix
Chairman, Bank & Trust Director of Operations -
Advisory Committee & BTAC Distribution & Service
Enhancements Task Force
Attachment
NOTE:
Please check here if you need services due to a disability.
Please check here if you have dietary restrictions. Please specify below:
INVESTMENT COMPANY INSTITUTE
BTAC Enhancements Task Force Meeting
June 14, 2000
and
Bank and Trust Advisory Committee
June 15, 2000
ICI, Washington, DC
Meetings Response Form
(Please type or print)
NAME:
FIRM:
Please indicate below whether you will be attending the meetings:
YES NO
June 14 Task Force Meeting ____ ____
June 15 Committee Meeting ____ ____
SUGGESTED AGENDA ITEMS
Enhancements Task Force Meeting:
BTAC Meeting:
Please send this completed form (even if you do not plan to attend) no later than June 1,
2000 either by fax (202/326-8314) or return mail to:
Agnes Thomas
Investment Company Institute
1401 H Street, NW – 12th Floor
Washington, DC 20005