July 6, 1995
TO: COMPLIANCE COMMITTEE No. 31-95
DIRECT MARKETING COMMITTEE No. 28-95
MARKETING POLICY COMMITTEE No. 32-95
MEMBERS INTERESTED IN PUBLIC INFORMATION No. 4-95
PUBLIC INFORMATION COMMITTEE No. 23-95
SALES FORCE MARKETING COMMITTEE No. 31-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 24-95
SMALL FUNDS COMMITTEE No. 12-95
SUBCOMMITTEE ON ADVERTISING No. 12-95
RE: VIDEOTAPES OF ADVERTISING/MARKETING SEMINAR ARE NOW
AVAILABLE
______________________________________________________________________________
Videotapes of the Institute's 1995 Advertising/Marketing Seminar are now available.
As you know, this annual series of regional seminars is designed to assist newcomers to the mutual fund
industry, as well as those who are new to the marketing function. Each one-day session features
presentations on the legal, strategic, and creative aspects of marketing mutual funds directly to
consumers, as well as through a sales force and in a bank environment. Speakers included Thomas
Pappas, Assistant Director, Advertising and Investment Companies Regulation, of the National
Association of Securities Dealers, Inc. (NASD), as well as industry legal and marketing experts.
This year, for the first time, the Institute is making available videotapes and seminar materials from one
of the seminars so that you may use them to help train new marketing, communications, and compliance
personnel, including writers, designers, marketing managers, product managers, and others. For a list of
the topics covered in the seminar, please see the attached seminar agenda.
To order the set of videotapes and seminar materials, please complete the attached order form and return
it, along with a check for $137 ($125 + $12 for shipping and handling), to the Institute at the address
provided. If you'd like to place an order using Visa or Mastercard, please call Michelle Worthy at
202/326-5872.
Stephanie Brown
Director,
Marketing & Training
Linda Brenner
Manager, Sales Force Marketing
and Financial Planning Services
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