Bank, Trust and Recordkeeper Advisory Content

[14788] June 5, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 6-02 RE: MEETING - JUNE 13, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, June 13 at the offices of Franklin Templeton located at One Franklin Parkway in San Mateo. The meeting...

[14680] April 29, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-02 RE: MEETING NOTICE - JUNE 13, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, June 13, 2002 at the offices of Franklin Templeton located at One Franklin Parkway in San Mateo...

[14530] March 13, 2002 TO: ADVISORY GROUP ON BANKING ISSUES BANK INVESTMENT MANAGEMENT MEMBERS No. 1-02 BANK AND TRUST ADVISORY COMMITTEE No. 3-02 OPERATIONS MEMBERS No. 6-02 RE: USE OF NSCC AND FUND/SERV BY BANKS UNDER THE GRAMM-LEACH BLILEY ACT The Institute was recently asked by...

[14526] March 12, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 2-02 RE: MEETING - MARCH 21, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, March 21 at the offices of OppenheimerFunds in Englewood, CO. The meeting will begin at 8:30 A.M...

[14426] February 4, 2002 TO: BANK AND TRUST ADVISORY COMMITTEE No. 1-02 RE: MEETING NOTICE - MARCH 21, 2002 The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, March 21 at the offices of OppenheimerFunds located at 6803 South Tucson Way in Englewood...

[14196] November 30, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 38-01 BANK AND TRUST ADVISORY COMMITTEE No. 24-01 BROKER/DEALER ADVISORY COMMITTEE No. 30-01 OPERATIONS MEMBERS No. 29-01 TAX MEMBERS No. 31-01 TRANSFER AGENT ADVISORY COMMITTEE No. 99-01 RE: REVISED ABA CONTACTS LIST FOR...

[14183] November 27, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 37-01 BANK AND TRUST ADVISORY COMMITTEE No. 23-01 BROKER/DEALER ADVISORY COMMITTEE No. 29-01 OPERATIONS MEMBERS No. 28-01 TAX MEMBERS No. 30-01 TRANSFER AGENT ADVISORY COMMITTEE No. 96-01 RE: UPDATED SIA CONTACTS LIST FOR...

[14131] November 12, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 35-01 BANK AND TRUST ADVISORY COMMITTEE No. 22-01 BROKER/DEALER ADVISORY COMMITTEE No. 26-01 OPERATIONS MEMBERS No. 25-01 TAX MEMBERS No. 28-01 TRANSFER AGENT ADVISORY COMMITTEE No. 92-01 RE: 2001 YEAR-END TAX REPORTING -...

[14034] October 10, 2001 TO: ACCOUNTING/TREASURERS COMMITTEE No. 29-01 BANK AND TRUST ADVISORY COMMITTEE No. 21-01 BROKER/DEALER ADVISORY COMMITTEE No. 25-01 OPERATIONS COMMITTEE No. 29-01 TAX COMMITTEE No. 26-01 TRANSFER AGENT ADVISORY COMMITTEE No. 77-01 RE: 2001 YEAR-END TAX...

URGENT [13999] October 1, 2001 TO: BANK AND TRUST ADVISORY COMMITTEE No. 20-01 BROKER/DEALER ASSOCIATE MEMBERS No. 8-01 COMPLIANCE ADVISORY COMMITTEE No. 43-01 INTERNATIONAL MEMBERS No. 18-01 PRIMARY CONTACTS - MEMBER COMPLEX No. 72-01 SEC RULES MEMBERS No. 66-01 TRANSFER AGENT...