
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
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See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
[26692]
November 15, 2012
TO:
BDAC COST BASIS REPORTING TASK FORCE No. 15-12
BANK, TRUST AND RETIREMENT ADVISORY COMMITTEE No. 54-12
BROKER/DEALER ADVISORY COMMITTEE No. 60-12
OPERATIONS COMMITTEE No. 47-12
SMALL FUNDS COMMITTEE No. 29-12
TAAC COST BASIS REPORTING TASK FORCE No. 12-12
TAX COMMITTEE No. 50-12
TRANSFER AGENT ADVISORY COMMITTEE No. 70-12
RE:
NEXT COST BASIS REPORTING CONFERENCE CALL - WEDNESDAY, DECEMBER 5, AT 2:00 P.M.
The next cost basis reporting conference call will take place on Wednesday, December 5th, at 2:00 p.m. ET. The dial-in number is 800-619-2521 and the passcode is 3865629. The purpose of these regularly scheduled calls is to allow members to discuss issues arising from implementation of the mandatory cost basis reporting requirements.
Ezella Wynn will send an Outlook invitation for this call. If you wish to participate in the call, simply accept the invitation. If you do not receive the Outlook invitation, please contact Ms. Wynn directly (202-218-3560 or ewynn@ici.org). Please forward any topics for discussion to me (202-371-5432 or kgibian@ici.org). An agenda will be circulated to those who have informed us in advance that they wish to participate in the call.
Karen Lau Gibian
Associate Counsel
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