Bank, Trust and Recordkeeper Advisory Content

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. URGENT/ACTION REQUESTED [18905] May 31, 2005 TO: PRIMARY...

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [18803] April 25, 2005 TO: BANK AND TRUST ADVISORY COMMITTEE...

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [18753] April 8, 2005 TO: PRIMARY CONTACTS - MEMBER COMPLEX...

©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [18749] April 6, 2005 TO: OPERATIONS COMMITTEE No. 6-05...

[18636] March 7, 2005 TO: BANK AND TRUST ADVISORY COMMITTEE No. 3-05 RE: SEC SUPPLEMENTAL REQUEST FOR COMMENT ON PROPOSED REVISIONS TO CONFIRMATION AND POINT OF SALE DISCLOSURE DOCUMENTS In January 2004, the Securities and Exchange Commission proposed new confirmation and point of...

[18531] February 10, 2005 TO: BANK AND TRUST ADVISORY COMMITTEE No. 2-05 BROKER/DEALER ADVISORY COMMITTEE No. 3-05 OPERATIONS COMMITTEE No. 1-05 TRANSFER AGENT ADVISORY COMMITTEE No. 3-05 SMALL FUNDS COMMITTEE No. 3-05 RE: INSTITUTE URGES VOLUNTARY IMPLEMENTATION OF CENTRAL BREAKPOINT...

[18419] January 14, 2005 TO: BANK AND TRUST ADVISORY COMMITTEE No. 1-05 RE: BTAC MEETING SUMMARY — SEPTEMBER 9, 2004 Attached is a summary of the Bank and Trust Advisory Committee meeting held on September 9, 2004 at the ICI in Washington, D.C. Please contact me at 202-326-5930 or...

[18344] December 16, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 20-04 RE: BTAC MEETING NOTICE - FEBRUARY 3, 2005 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, February 3, 2005 at the offices of American Funds located at 3500 Wiseman Boulevard...

[18148] November 1, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 19-04 RE: MARK YOUR CALENDAR - 2005 BTAC MEETING SCHEDULE Please mark your calendar for the following Bank and Trust Advisory Committee meetings scheduled for 2005: February 3 San Antonio, TX (Hosted by American Funds)...

[17940] September 1, 2004 TO: BANK AND TRUST ADVISORY COMMITTEE No. 18-04 RE: BTAC MEETING SUMMARY - JUNE 10, 2004 Attached is a summary of the Bank and Trust Advisory Committee meeting held on June 10, 2004 at American Century in Kansas City, MO. Please contact me at 202-326-5930 or...