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November 26, 2003
TO: BROKER/DEALER ADVISORY COMMITTEE No. 34-03
RE: BDAC MEETING NOTICE - FEBRUARY 11, 2004
The next meeting of the Broker/Dealer Advisory Committee will take place on
Wednesday, February 11, 2004 at the Raymond James Campus located at 880 Carillon Parkway,
St. Petersburg, Florida. The meeting will be held in Tower 3. Continental breakfast will be
available at 8:15 a.m. and we will begin the meeting at 9:00 a.m. Lunch will be served at noon
and the meeting is expected to conclude by 3:00 p.m. A shuttle will be available from the hotel
to Raymond James on Wednesday morning. And please note that Raymond James requires all
visitors to sign in at the guard’s desk and receive a badge.
ACCOMMODATIONS AT THE RADISSON HOTEL AND CONFERENCE CENTER
If you require overnight accommodations, please contact the Radisson Hotel and
Conference Center located at 12600 Roosevelt Boulevard, St. Petersburg, FL. The room rate is
$119 plus tax (single/double). To make reservations, please call the hotel directly at 727-572-
7800 or central reservations at 800-333-3333 and be sure to mention that you want the
BDAC/ICI Group room block. You must make your reservations no later than January 27 to
receive the discounted room rate.
BDAC DINNER ON FEBRUARY 10
We have selected two restaurants for the BDAC dine-around on February 10th – Berns
Steakhouse and SideBerns. These sister restaurants, located in Tampa, are a block away from each
other. Berns is known for their steak and SideBerns takes pride in their eclectic international
cuisine. Dinner reservations are at 7:00 p.m. Transportation will be provided to and from the
restaurant and hotel. Please give your restaurant preference on the attached meeting response
sheet and let us know also if you will need transportation. Attendees will be billed for their
portion of dinner.
2
MEETING ATTENDANCE
Please complete the attached meeting response form and indicate whether or not you or
a representative of your firm will be attending the February 11th meeting and the dinner on the
10th. A week prior to the meeting, attendees will receive a package containing attendee lists, a
summary of discussion points and supporting documentation for the agenda topics. If you have
any agenda items you wish to add, please include them on the form or email them to Justine
Phoenix at justine@ici.org.
FAX RESPONSE FORM BY JANUARY 2, 2004
Please fax the completed meeting response form to Agnes Thomas at fax number
202/326-8314 by January 2, 2004.
ATTIRE
Attire for the meeting and dinner is business casual.
We look forward to seeing all of you in St. Petersburg!
Nino Palermo Justine Phoenix
Vice President – American Funds Service Company Director – Operations/
Chairman – Broker/Dealer Advisory Committee Distribution & Service
Attachment (in .pdf format)