[16342]
July 22, 2003
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 31-03
RE: IOAC NOTICE OF MEETING - SEPTEMBER 18, 2003
The next meeting of the Institute’s International Operations Advisory Committee will
take place on Thursday, September 18, 2003 in the David Silver conference Room (12th Floor) of
the Investment Company Institute, which is located at 1401 H St., N.W., in Washington, DC.
The meeting will begin at 9:00 a.m. Breakfast and lunch will be served and the meeting is
expected to conclude at approximately 2:00 p.m.
Committee Dinner
There will be a Committee dinner on Wednesday, September 17th at a venue to be
determined. A reception will begin at 6:30 p.m. and dinner will follow at 7:00 p.m. The
Institute’s policy is to bill individual committee members who choose to attend for their portion
of the dinner. Attire for the dinner is business casual. Please note that if you confirm
attendance for the IOAC dinner and cancel within 48 hours of the scheduled event, you will
still be charged for your portion of the pre-arranged dinner. Further details regarding the
dinner location will be forthcoming.
Hotel Accommodations
A block of rooms at the J. W. Marriott, Washington, D.C., located at 1331 Pennsylvania
Ave., NW, Washington, D.C., has been reserved for the evening of September 17th at a rate of
$199.00 standard single/double. To make reservations, please call the hotel at (202) 393-2000 or
1-800-228-9290 and ask for a room in the Investment Company Institute-International
Operations Advisory Committee Meeting room block. PLEASE MAKE YOUR HOTEL
RESERVATIONS AS SOON AS POSSIBLE AS ROOMS ARE LIMITED. All reservations must be
guaranteed by either a valid credit card or one night’s deposit by August 22, 2003 to receive the
room block rate. Reservations must be cancelled by 6:00 p.m. the day of arrival to avoid
penalty.
2
Agenda Items/Committee Projects
We need to get your input on “shop talk” discussion items and agenda items for the
meeting. Please use the attached form to list your ideas and suggestions or e-mail Kathy
Joaquin (kjoaquin@ici.org ) or Ghassan Hakim (ghakim@frk.com). Our experience indicates
that if topics are circulated in advance, the value of the discussion is considerably enhanced. A
preliminary agenda and shop talk discussion topics will be circulated to the committee
approximately two weeks before the meeting.
Fax Response Form by August 29, 2003
Please assist us in determining who will be attending the meeting by faxing the attached
form, no later than August 29, 2003, to Agnes Thomas at the Investment Company Institute.
The fax number is (202) 326-8314 and you can reach Agnes Thomas at (202)326-5846 or at
agnes@ici.org. It is important that all committee members complete and fax back the form
regardless of whether or not you are attending the meeting. Your cooperation is greatly
appreciated.
Ghassan Hakim Kathleen C. Joaquin
Franklin Templeton Director – Transfer Agency
Chair, International Operations & International Operations
Advisory Committee
Attachment (in .pdf format)