December 18, 1991
TO: BOARD OF GOVERNORS NO. 90-91
SEC RULES COMMITTEE NO. 73-91
INTERNATIONAL MEMBERS NO. 11-91
RE: CONFERENCE ON THE GLOBALIZATION OF MUTUAL FUNDS
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The Investment Company Institute is co-sponsoring with the
International Bar Association a conference on the Globalization
of Mutual Funds. This conference, which will be held in Bermuda
at the Hamilton Princess Hotel on April 27-29, 1992, will focus
on business and legal issues for mutual fund sponsors with a
particular emphasis on cross-border sales.
As shown in the attached brochure, there will be a panel
dealing with issues for U.S. and Canadian funds seeking to access
European markets and a panel dealing with foreign funds seeking
to access the U.S. market. There also will be a panel debate on
the best jurisdiction in which to locate an offshore fund
marketed in Europe, as well as other panels on a variety of
regulatory and tax issues. A complete listing of topics and
speakers will be included in the final brochure which will be
mailed at a later date.
To register for the conference, please return the attached
registration form and appropriate fee to the International Bar
Association as early as possible. Because we expect substantial
interest in the conference and the space is limited, we have
intentionally restricted the initial distribution of this
brochure. We would, therefore, urge you to register by
January 31, if possible. If you have any questions regarding
registration, please call Clare Glynn at 202-955-3555.
We're looking forward to seeing you in Bermuda in April.
Catherine L. Heron
Vice President - Tax & Pension
Enclosure