February 13, 1997
TO: MARKETING POLICY COMMITTEE No. 7-97
SALES FORCE MARKETING COMMITTEE No. 5-97
RE: MINUTES OF JANUARY 15, 1997 MEETING
______________________________________________________________________________
Enclosed for your information are the minutes of the January 15, 1997 Sales Force Marketing
Committee meeting, along with a list of meeting attendees. I have also enclosed a
memorandum concerning the "portability" of mutual fund shares that I believe will be of
interest.
Please mark your calendars now for the next set of Joint Meetings of the Institutes marketing,
communications, and research committees, which will be held June 10-11, 1997 in Washington,
DC. More detailed information about these meetings will be sent to you shortly.
As always, if you have any suggestions for topics that you would like to see addressed at the
next Sale Force Marketing Committee meeting or if you are interested in making a presentation
or leading a discussion, please contact me at 202/326-5883 (electronic mail: brenner@ici.com;
fax: 202/326-5853).
Linda Brenner
Director, Sales Force Marketing
and Financial Planning Services
Enclosures
INVESTMENT COMPANY INSTITUTE
Sales Force Marketing Committee
Name:
Title:
Company: _____________________________________________________________________________
Phone Number: _________________________________________________________________________
I would like to see the following topics addressed at the June, 1997 Sales Force Marketing
Committee meeting:
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Please return this form to:
Linda Brenner
Investment Company Institute
1401 H Street, NW
Washington, DC 20005
202/326-5883 (phone)
202/326-5853 (fax)