©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete.
Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[19055]
August 2, 2005
TO: BROKER/DEALER ADVISORY COMMITTEE No. 25-05
RE: BDAC MEETING NOTICE - SEPTEMBER 14-15, 2005
The next meeting of the Broker/Dealer Advisory Committee will take place on
Wednesday, September 14 and Thursday, September 15, 2005 at Franklin Templeton
Investments located at One Franklin Parkway, San Mateo, CA 94403. We will advise you of the
meeting room name at a later date. On Wednesday, September 14, lunch will be served at 12:00
p.m. and the meeting will begin at 1:00 p.m. and conclude at 5:00 p.m. On Thursday, September
15, continental breakfast will be available at 8:15 a.m. and the meeting will begin at 9:00 a.m.
Lunch will be served at noon and the meeting is expected to conclude by 3:00 p.m. Attire for the
meetings is business casual.
HOTEL ACCOMMODATIONS
We have reserved a block of hotel rooms at the Sofitel San Francisco Bay for the nights of
September 13 and September 14 at the rate of $139 single or double plus tax. To make
reservations please call 650/598-9000 and ask for a room in the Investment Company Institute
block. PLEASE MAKE YOUR HOTEL RESERVATIONS AS SOON AS POSSIBLE AS ROOMS
ARE LIMITED. Reservations must be made by August 24, 2005 to secure the room rate of $139.
Reservations must be cancelled within 24 hours prior to day of arrival to avoid penalty.
The Sofitel San Francisco Bay is located at 223 Twin Dolphin Drive, Redwood City, CA
94065. It is approximately 10 miles from the San Francisco Airport and the hotel offers
complimentary shuttle on request. Courtesy phones are located at the airport baggage claim
area or you can call the hotel at 650/598-9000.
TRANSPORTATION
Transportation arrangements are being made for the meeting. We will be providing
transportation from the Sofitel to Franklin Templeton and back on both days and from the
Sofitel to the restaurant and back (if necessary) on September 14th. Further details will be
forthcoming.
2
COMMITTEE DINNER ON SEPTEMBER 14
A committee dinner will be held the evening of September 14th. More information about
the dinner will be sent to you prior to the meeting. All participants will be billed for their
portion of the dinner. Please note that if you confirm attendance for the BDAC dinner and cancel
within 48 hours of the scheduled event, you will still be charged for your portion of the pre-arranged
event.
AGENDA & RESPONSE FORM
We need to get your input on “shop talk” discussion items and agenda topics for the
meeting. Please use the attached form to list your ideas and suggestions or e-mail Kathy
Joaquin (kjoaquin@ici.org) or Nino Palermo (Nino_Palermo@capgroup.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.
A meeting response form is attached. Please complete the form and indicate whether or
not you or a representative of your firm will be attending the committee meetings on September
14 and 15 and the committee dinner on September 14. Also, please help us determine the head
count for the transportation reservation by filling out the space provided for transportation.
Kindly email or fax the completed form to Agnes Thomas at agnes@ici.org or 202/326-8314 by
August 24th.
We look forward to seeing you in San Mateo!
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Service Company.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)