Bank, Trust and Recordkeeper Advisory Content

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15625

BTAC MEETING NOTICE - MARCH 6, 2003

[15625] February 6, 2003 TO: BANK AND TRUST ADVISORY COMMITTEE No. 2-03 RE: BTAC MEETING NOTICE - MARCH 6, 2003 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, March 6 at the J. W. Marriott Desert Ridge Resort located at 5350 East Marriott Drive...
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Memo#
15539

BUSINESS CONTINUITY PLAN FOR FUND/SERV

[15539] January 14, 2003 TO: OPERATIONS COMMITTEE No. 1-03 BROKER/DEALER ADVISORY COMMITTEE No. 3-03 BANK AND TRUST ADVISORY COMMITTEE No. 1-03 RE: BUSINESS CONTINUITY PLAN FOR FUND/SERV Last year, the ICI Broker/Dealer Advisory Committee’s Disaster Recovery task force developed...
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15366

BROKER DISTRIBUTION LIST FOR 2002 YEAR-END TAX REPORTING

[15366] November 22, 2002 TO: ACCOUNTING/TREASURERS MEMBERS No. 47-02 BANK AND TRUST ADVISORY COMMITTEE No. 14-02 BROKER/DEALER ADVISORY COMMITTEE No. 47-02 CLOSED-END INVESTMENT COMPANY MEMBERS No. 60-02 OPERATIONS MEMBERS No. 34-02 TAX MEMBERS No. 48-02 TRANSFER AGENT ADVISORY...
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Memo#
15217

BTAC MEETING - OCTOBER 3, 2002

[15217] September 30, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 11-02 RE: BTAC MEETING - OCTOBER 3, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, October 3 at the offices of the Vanguard Group located at 100 Vanguard Boulevard in Malvern...
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Memo#
15067

MEETING NOTICE - OCTOBER 3, 2002

[15067] August 26, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 10-02 RE: MEETING NOTICE - OCTOBER 3, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, October 3, 2002 at the offices of the Vanguard Group located at 100 Vanguard Boulevard in...
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Memo#
14983

2002 YEAR-END TAX REPORTING FORMATS

[14983] August 2, 2002 TO: ACCOUNTING/TREASURERS COMMITTEE No. 37-02 BANK AND TRUST ADVISORY COMMITTEE No. 7-02 BROKER/DEALER ADVISORY COMMITTEE No. 25-02 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 31-02 OPERATIONS COMMITTEE No. 11-02 TAX COMMITTEE No. 23-02 TRANSFER AGENT ADVISORY...