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.
January 24, 1992 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 4-92 INDEPENDENT ACCOUNTANTS ADVISORY GROUP RE: NOTICE OF MEETING - MARCH 10, 1992 __________________________________________________________ This is to advise you that there will be a joint meeting of the Accounting/Treasurers...
January 24, 1992 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 5-92 DIRECT MARKETING COMMITTEE NO. 4-92 MARKETING POLICY COMMITTEE NO. 5-92 RESEARCH COMMITTEE NO. 3-92 SALES FORCE MARKETING COMMITTEE NO. 4-92 MEMBERS - ONE PER COMPLEX NO. 4-92 CLOSED-END FUND MEMBERS NO. 7-92 INTERNATIONAL...
January 22, 1992 TO: TAX MEMBERS NO. 8-92 OPERATIONS MEMBERS NO. 3-92 CLOSED-END FUND MEMBERS NO. 5-92 UNIT INVESTMENT TRUST MEMBERS NO. 4-92 PENSION MEMBERS NO. 1-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 4-92 ACCOUNTING/TREASURERS COMMITTEE NO. 3-92 RE: IRS REVENUE PROCEDURE SHORTENS...
January 17, 1992 TO: TAX COMMITTEE NO. 2-92 ACCOUNTING/TREASURERS COMMITTEE NO. 2-92 RE: IRS ISSUES PROPOSED REGULATIONS ON CERTAIN PUBLICLY TRADED PARTNERSHIPS TREATED AS CORPORATIONS __________________________________________________________ As you know, the Revenue Act of 1987 (the...
January 17, 1992 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 1-92 INDEPENDENT ACCOUNTANTS ADVISORY GROUP RE: ACCOUNTING FOR INVESTMENTS WITH PREPAYMENT RISK __________________________________________________________ Attached is the Institute's comment letter to the FASB regarding Proposed...
December 31, 1991 TO: MEMBERS - ONE PER COMPLEX NO. 67-91 OPERATIONS MEMBERS NO. 37-91 SEC RULES MEMBERS NO. 61-91 TAX MEMBERS NO. 66-91 ACCOUNTING/TREASURERS COMMITTEE NO. 28-91 RE: PORTFOLIO COMPLIANCE WORKSHOPS - SECOND NOTICE _______________________________________________________...
1 */ This limitation applies if the precentage of stock owned by "5-percent shareholders" increases by more than 50 percentage points over the lowest percentage of stock of such corporation owned by such shareholders at any time during the prior three- year period. December 24, 1991...
December 18, 1991 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 26-91 RE: DEVELOPMENT OF GUIDANCE ON FAS 105 __________________________________________________________ The AICPA Investment Companies Committee is working to provide informal guidance to the industry on the application of FAS...
1 */ For more information on the IRS Bulletin Board System, see Institute Memorandum to Tax Members No. 51-91, Operations Members No. 30-91 and Transfer Agent Advisory Committee No. 55-91, dated November 21, 1991. December 10, 1991 TO: TAX MEMBERS NO. 61-91 OPERATIONS MEMBERS NO. 34...
November 21, 1991 TO: MEMBERS - ONE PER COMPLEX NO. 61-91 OPERATIONS MEMBERS NO. 31-91 SEC RULES MEMBERS NO. 57-91 TAX MEMBERS NO. 52-91 ACCOUNTING/TREASURERS COMMITTEE NO. 24-91 RE: 1992 PORTFOLIO COMPLIANCE WORKSHOPS __________________________________________________________ The...
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