Next Cost Basis Reporting Conference Call - Dec. 15 at 2:00 p.m. ET; Discussion of DTCC CBRS
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December 8, 2011
TO: BDAC COST BASIS REPORTING TASK FORCE No. 40-11BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 77-11
BROKER/DEALER ADVISORY COMMITTEE No. 83-11
OPERATIONS COMMITTEE No. 51-11
SMALL FUNDS COMMITTEE No. 54-11
TAX COMMITTEE No. 77-11
TRANSFER AGENT ADVISORY COMMITTEE No. 102-11 RE: NEXT COST BASIS REPORTING CONFERENCE CALL - DEC. 15 AT 2:00 P.M. ET; DISCUSSION OF DTCC CBRS
The next cost basis reporting conference call will take place on Thursday, December 15, 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 DTCC’s Cost Basis Reporting Service, or “CBRS” (the slides are attached). There will be an opportunity to ask questions during and after the presentation. If you have any questions in advance regarding transfers or CBRS that you would like addressed during the discussion, please send them to Kathy Joaquin (202-326-5930 or kjoaquin@ici.org). We will discuss other cost basis reporting-related issues after the presentation.
If you wish to participate in the December 15, please contact Ezella Wynn (202-218-3560 or ewynn@ici.org) no later than 1:00 p.m. ET on December 15, to ensure we have sufficient conference lines available. Please forward any other topics for discussion to me (202-371-5432 or kgibian@ici.org).
Karen Lau Gibian
Associate Counsel