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Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[18992]
July 1, 2005
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 14-05
RE: OFFSHORE FUND CHARACTERISTICS SURVEY
The OFC Survey Task Force, led by Marc Scher of Merrill Lynch Investment Managers,
has undertaken the job of updating the 2001 Offshore Fund Characteristics Survey
questionnaire, so that the survey can be repeated in 2005. The purpose of the survey is to collect
data on the types of offshore fund products publicly sold by IOAC members worldwide.
The Task Force has reviewed and updated the Offshore Fund Characteristics Survey
questionnaire used in 2001 so that it reflects the current business environment. In addition, the
task force has developed a new section of the survey to collect data on the sale of U.S. registered
funds to non-U.S. investors. Drafts of both the updated OFC Survey questionnaire and the new
survey section are attached for your review.
We welcome your comments on the draft questionnaires. Please contact Diane Butler at
butler@ici.org or 202-326-5850 with your input by July 29, 2005. Your timely reply will help us
to meet our goal, which is to have the final version of the OFC Survey available for completion
on the ICI website this fall.
I’m sure you will join us in thanking the OFC Survey Task Force for their efforts to date
on this valuable project.
Ghassan Hakim Diane Butler
Franklin Templeton Director – Transfer Agency &
Chairman – International Operations International Operations
Advisory Committee
Attachments (in .pdf format)