[11074] June 24, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 14-99 BROKER/DEALER ADVISORY COMMITTEE No. 15-99 OPERATIONS COMMITTEE No. 25-99 SMALL FUNDS COMMITTEE No. 6-99 TRANSFER AGENT ADVISORY COMMITTEE No. 40-99 RE: TRANSFER AGENT ADVISORY COMMITTEE YEAR 2000 TASK FORCE -...
1 This year-end information often is referred to as “reclassified” tax information because of the practice at many brokerage firms and banks to treat distributions from RICs and REITs as ordinary income until advised to “reclassify” the income, such as to long-term capital gain. 2...
1 This year-end information often is referred to as “reclassified” tax information because of the practice at many brokerage firms and banks to treat distributions from RICs and REITs as ordinary income until advised to “reclassify” the income, such as to long-term capital gain. 2...
1 See, e.g., Institute Memorandum to Bank and Trust Advisory Committee No. 9-99, Operations Committee No. 17-99, Tax Committee No. 9-99 and Transfer Agent Advisory Committee No. 28-99, dated April 27, 1999. 2 See Institute Memorandum to Tax Committee No. 7-99, Operations Committee No...
[10986] May 17, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 11-99 VENDOR ADVISORY GROUP RE: MAY 25, 1999 MEETING AGENDA AND MAY 24, 1999 DINNER ARRANGEMENTS ______________________________________________________________________________ Enclosed please find the agenda for the...
1 See, e.g., Institute Memorandum to Tax Committee No. 3-99, Operations Committee No. 4-99, Transfer Agent Advisory Committee No. 12-99 and Bank and Trust Advisory Committee No. 3-99, dated February 3, 1999. 2 See, e.g., Institute Memorandum to Operations Members No. 35-98, Tax...
[10889] April 13, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 8-99 VENDOR ADVISORY GROUP RE: MAY 25, 1999 MEETING NOTICE ______________________________________________________________________________ The next meeting of the Bank & Trust Advisory Committee and the Vendor Advisory...
1 See Institute Memorandum to Tax Committee No. 3-99, Operations Committee No. 4-99, Transfer Agent Advisory Committee No. 12-99 and Bank and Trust Advisory Committee No. 3-99, dated February 3, 1999. [10880] April 8, 1999 TO: TAX COMMITTEE No. 7-99 OPERATIONS COMMITTEE No. 11-99...
[10766] March 2, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 6-99 BROKER/DEALER ADVISORY COMMITTEE No. 7-99 OPERATIONS COMMITTEE No. 8-99 TRANSFER AGENT ADVISORY COMMITTEE No. 19-99 RE: INSTITUTE MEMORANDUM ON "EMERGENCY" PRICING PROCEDURES _________________________________________...
[10761] February 26, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-99 BROKER/DEALER ADVISORY COMMITTEE No. 5-99 OPERATIONS MEMBERS No. 9-99 TRANSFER AGENT ADVISORY COMMITTEE No. 17-99 RE: GIFTS OF MUTUAL FUND SHARES PROCEDURES & FORMS AVAILABLE ON ICI MEMBER WEBSITE _______________...
