Next Cost Basis Reporting Conference Call - Thursday, August 25, at 2:00 p.m. ET

 

 

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August 18, 2011

TO: BDAC COST BASIS REPORTING TASK FORCE No. 22-11
BROKER/DEALER ADVISORY COMMITTEE No. 50-11
BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 48-11
OPERATIONS COMMITTEE No. 30-11
SMALL FUNDS COMMITTEE No. 32-11
TAX COMMITTEE No. 51-11
TRANSFER AGENT ADVISORY COMMITTEE No. 67-11 RE: NEXT COST BASIS REPORTING CONFERENCE CALL - THURSDAY, AUGUST 25, AT 2:00 P.M. ET

 

The next cost basis reporting conference call will take place on Thursday, August 25, 2011, at 2:00 p.m. ET. The dial-in number is 888-603-7097 and the passcode is 50474. The purpose of these regularly scheduled calls is to allow members to discuss issues arising from implementation of the mandatory cost basis reporting requirements. We also have scheduled a call for Tuesday, September 8, at 2:00 p.m. ET.

Please do not distribute the dial-in information to persons outside your organization, including outside counsel, as these calls are limited to Institute members and certain service providers to the industry.

If you wish to participate in the August 25th call, please contact Ezella Wynn (202-218-3560 or ewynn@ici.org) no later than 1:00 p.m. ET on August 25, to ensure we have sufficient conference lines available. Please forward any topics for discussion to me (202-371-5432 or kgibian@ici.org). An agenda will be circulated prior to the call.

 

Karen Lau Gibian
Associate Counsel