Next Cost Basis Reporting Conference Call - Nov. 17 at 2:00 p.m. ET; Discussion on Ownership Changes

 

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November 10, 2011

TO: BDAC COST BASIS REPORTING TASK FORCE No. 33-11
BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 67-11
BROKER/DEALER ADVISORY COMMITTEE No. 73-11
OPERATIONS COMMITTEE No. 45-11
SMALL FUNDS COMMITTEE No. 48-11
TAX COMMITTEE No. 69-11
TRANSFER AGENT ADVISORY COMMITTEE No. 93-11 RE: NEXT COST BASIS REPORTING CONFERENCE CALL - NOV. 17 AT 2:00 P.M. ET; DISCUSSION ON OWNERSHIP CHANGES

 

The next cost basis reporting conference call will take place on Thursday, November 17, 2011, at 2:00 p.m. ET. The dial-in number is 888-324-7203 and the passcode is 5830259. During this call, we will have a special presentation on transfers and ownership changes (the slides are attached). There will be an opportunity to ask questions during and after the presentation. If time permits, we will discuss other cost basis reporting-related issues after the presentation.

We also have scheduled calls for the following dates:

• Thursday, December 1, 2:00 p.m. ET
• Thursday, December 15, 2:00 p.m. ET

If you wish to participate in the November 17call, please contact Ezella Wynn (202-218-3560 or ewynn@ici.org) no later than 1:00 p.m. ET on November 17, to ensure we have sufficient conference lines available. Please forward any topics for discussion to me (202-371-5432 or kgibian@ici.org).

 

Karen Lau Gibian
Associate Counsel

Attachment