©2006 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.
[20611]
November 27, 2006
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 35-06
RE: NOTICE OF IOAC MEETING - FEBRUARY 15, 2007
The next meeting of the International Operations Advisory Committee will take place on
Thursday, February 15, 2007 at Franklin Templeton, 100 Fountain Parkway – Bldg. 140,
St. Petersburg, Florida. The meeting will begin at 8:30 a.m. with continental breakfast, lunch will be
provided and the meeting is expected to conclude at approximately 3:30 p.m. A tour of the Franklin
Templeton facility will be available to the meeting attendees on Thursday following the meeting if
there is sufficient interest. Attire for the meeting is business casual. We strongly encourage your
in-person participation, as experience has shown that it makes for a more effective meeting. However,
we recognize that international travel can be difficult, so we are making international dial-in access to
the meeting available.
Committee Dinner
There will be a Committee dinner on Thursday, February 15th at 6:30 p.m. Information on
the dinner venue will be forthcoming. Transportation will be provided from the hotel to the restaurant.
Attire for the dinner is business casual. The Institute’s policy is to bill individual committee members
who choose to attend for their portion of the dinner and transportation. 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.
Hotel Accommodations
A block of rooms has been reserved for the evenings of February 14th and 15th at the Hilton
St. Petersburg Carillon Park, which is located at 950 Lake Carillon Park, St. Petersburg, Florida 33716.
The group room rate is $139.00 per night. To make reservations, please call the hotel at 727-540-0050
and indicate that you are part of the Investment Company Institute group. Please make your hotel
reservations as soon as possible as rooms are limited, but no later than January 12th to receive the
group rate. Reservations must be cancelled 72 hours in advance of arrival to avoid penalty.
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Agenda Items/Committee Projects
We would like 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 Diane Butler
(butler@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 January 12, 2007
Please assist us in determining who will be attending the meeting by faxing the attached form,
no later than January 12, 2007, 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 G. Hakim Diane M. Butler
Senior Vice President - Franklin Templeton Investments Director - Transfer Agency
Chairman - & International Operations
International Operations Advisory Committee
Attachment (in .pdf format)