
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.
Read ICI’s latest publications, press releases, statements, and blog posts.
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.
[33171]
March 9, 2021 TO: ICI Global Regulated Funds Committee
ICI and ICI Global will be holding a members-only Zoom meeting on Wednesday, March 10 to discuss various asset management tax issues in Spain, including the recently enacted financial transaction tax and EU reclaims. Elizabeth Malagelada and Andreas Trost from Cuatrecasas in Barcelona will lead the discussion.
The meeting will begin at noon (ET) and 18:00 (CET). The agenda is attached, and materials will be posted on the Tax Committee page under “Meeting Materials” after the call.
Please register at https://cvent.me/1wl0W2 if you would like to attend the call. Please contact Jean Zadeh at jean.zadeh@ici.org if you have any questions.
In order to obtain CPE credit, you must log into Zoom via the link (not by phone) and answer three polling questions that will be presented during the course of the meeting.
Meeting attendees are eligible for 1 hour of CPE credit (Taxes). The Investment Company Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or www.nasba.org.
Learning Objectives: To provide updates on current legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
Jon Davis
Tax Committee Chair
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union