Conference Call to Discuss Cost Basis Reporting - Wednesday, April 27 at 2:00 pm ET

 

[25086]

April 12, 2011

TO: BDAC COST BASIS REPORTING TASK FORCE No. 7-11
BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 19-11
BROKER/DEALER ADVISORY COMMITTEE No. 20-11
OPERATIONS COMMITTEE No. 11-11
TAX COMMITTEE No. 19-11
SMALL FUNDS COMMITTEE No. 14-11
TRANSFER AGENT ADVISORY COMMITTEE No. 24-11 RE: CONFERENCE CALL TO DISCUSS COST BASIS REPORTING - WEDNESDAY, APRIL 27 AT 2:00 PM ET

 

As the 2012 effective date for mandatory cost basis reporting for mutual funds is quickly approaching, the Institute will begin hosting monthly conference calls with members to discuss issues arising from the new rules. The first conference call will take place on Wednesday, April 27, 2011, at 2:00 pm ET. The dial-in number for the call is 888-780-9648 and the passcode is 14459.

If you wish to participate in the call, please inform Ezella Wynn (ewynn@ici.org or 202-218-3560) to ensure that we have sufficient conference lines available. Please submit suggestions for discussion topics to Karen Gibian (kgibian@ici.org or 202-371-5432), Kathy Joaquin (kjoaquin@ici.org or 202-326-5930), Diane Butler (butler@ici.org or 202-326-5850), or Martin Burns (mburns@ici.org or 202-326-5980). A preliminary agenda will be distributed prior to the call.

 

Karen Lau Gibian
Associate Counsel