Bank, Trust and Recordkeeper Advisory Content

[12859] November 15, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 30-00 RE: MARCH 1, 2001 MEETING NOTICE The next meeting of the Bank and Trust Advisory Committee will be held on Thursday, March 1, 2001 at the SunBurst Resort in Scottsdale, Arizona. The meeting will begin at 9:30 a...

[12753] October 20, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 29-00 BANK AND TRUST ADVISORY COMMITTEE No. 28-00 BROKER/DEALER ADVISORY COMMITTEE No. 25-00 OPERATIONS MEMBERS No. 24-00 TAX MEMBERS No. 30-00 TRANSFER AGENT ADVISORY COMMITTEE No. 55-00 RE: 2000 YEAR-END TAX INFORMATION...

[12720] October 5, 2000 TO: OPERATIONS COMMITTEE No. 26-00 TRANSFER AGENT ADVISORY COMMITTEE No. 50-00 BROKER/DEALER ADVISORY COMMITTEE No. 24-00 BANK AND TRUST ADVISORY COMMITTEE No. 27-00 RE: STAMP 2000 PROGRAM ADDRESSES TRANSITION ISSUES FOR OLD AND NEW MEDALLIONS IN QUESTION AND...

[12632] September 15, 2000 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 61-00 OPERATIONS MEMBERS No. 20-00 BANK AND TRUST ADVISORY COMMITTEE No. 25-00 TRANSFER AGENT ADVISORY COMMITTEE No. 45-00 RETIREMENT PLAN THIRD PARTY ADMINISTRATORS AND RECORDKEEPERS RE: BANK & TRUST WORKSHOPS –...

[12637] September 15, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 34-00 BANK AND TRUST ADVISORY COMMITTEE No. 26-00 BROKER/DEALER ADVISORY COMMITTEE No. 22-00 OPERATIONS COMMITTEE No. 23-00 TAX COMMITTEE No. 41-00 TRANSFER AGENT ADVISORY COMMITTEE No. 46-00 RE: 2000 YEAR-END TAX...

[12563] September 5, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 23-00 BROKER/DEALER ADVISORY COMMITTEE No. 21-00 OPERATIONS COMMITTEE No. 22-00 PENSION COMMITTEE No. 65-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-00 TAX MEMBERS No. 24-00 TRANSFER AGENT ADVISORY COMMITTEE No...

[12568] September 5, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 24-00 RE: MEETING - SEPTEMBER 14, 2000 As you were previously notified, the next meeting of the Bank and Trust Advisory Committee will be held on Thursday, September 14 in the David Silver Conference Room at the...

[12521] August 23, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 33-00 BANK AND TRUST ADVISORY COMMITTEE No. 22-00 BROKER/DEALER ADVISORY COMMITTEE No. 20-00 OPERATIONS COMMITTEE No. 19-00 TAX COMMITTEE No. 37-00 TRANSFER AGENT ADVISORY COMMITTEE No. 41-00 RE: REVISED IRS WEBSITE...

[12499] August 18, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 31-00 BANK AND TRUST ADVISORY COMMITTEE No. 20-00 BROKER/DEALER ADVISORY COMMITTEE No. 18-00 OPERATIONS COMMITTEE No. 17-00 TAX COMMITTEE No. 34-00 TRANSFER AGENT ADVISORY COMMITTEE No. 39-00 RE: PROCEDURES FOR...

[12496] August 18, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 21-00 BROKER/DEALER ADVISORY COMMITTEE No. 19-00 INTERNATIONAL COMMITTEE No. 27-00 OPERATIONS COMMITTEE No. 18-00 TAX COMMITTEE No. 35-00 TRANSFER AGENT ADVISORY COMMITTEE No. 40-00 UNIT INVESTMENT TRUST COMMITTEE No...