Bank, Trust and Recordkeeper Advisory Content

[10703] February 4, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 4-99 VENDOR ADVISORY GROUP RE: FEBRUARY 12, 1999 MEETING AGENDA AND FEBRUARY 11, 1999 DINNER ARRANGEMENTS ______________________________________________________________________________ Enclosed please find the agenda...

1 See Institute Memorandum to Tax Committee No. 40-98, Operations Committee No. 46-98, Transfer Agent Advisory Committee No. 87-98, Bank and Trust Advisory Committee No. 16-98, dated December 23, 1998. [10693] February 3, 1999 TO: TAX COMMITTEE No. 3-99 OPERATIONS COMMITTEE No. 4-99...

[10641] January 13, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 2-99 VENDOR ADVISORY GROUP RE: REVISED NOTICE - MEETING DATE CHANGED TO FEBRUARY 12, 1999 _____________________________________________________________________________ The date of the next meeting of the Bank & Trust...

[10615] January 4, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 1-99 RE: FEBRUARY 2, 1999 MEETING NOTICE ______________________________________________________________________________ The next meeting of the Bank & Trust Advisory Committee and the Vendor Advisory Group will take...

1 See Institute Memorandum to Operations Members No. 35-98, Tax Members No. 42-98, Transfer Agent Advisory Committee No. 82-98, dated December 3, 1998. [10602] December 23, 1998 TO: TAX COMMITTEE No. 40-98 OPERATIONS COMMITTEE No. 46-98 TRANSFER AGENT ADVISORY COMMITTEE No. 87-98 BANK...

1 The Institute is providing the attached RIC Contact List to the SIA and ABA. 2 The Institute is providing the attached REIT Contact List to NAREIT. 3 RICs will provide all 1998 year-end tax information directly to the designated SIA or ABA Contact. [10547] December 8, 1998 TO: BANK...

[10308] September 22, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 14-98 RE: DTC'S TRUST NETWORKING AGREEMENT ______________________________________________________________________________ Enclosed is a draft Trust Networking Agreement developed by DTC. DTC has modified the model...

[10236] August 28, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 12-98 OPERATIONS COMMITTEE No. 36-98 TRANSFER AGENT ADVISORY COMMITTEE No. 52-98 RE: BROKER/DEALER ADVISORY COMMITTEE MEETING -- NOVEMBER 4 ______________________________________________________________________________...

[10240] August 28, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 13-98 RE: SEPTEMBER 10, 1998 MEETING AGENDA AND SEPTEMBER 9, 1998 DINNER ARRANGEMENTS ______________________________________________________________________________ Enclosed please find the agenda for the Thursday...

[10215] August 20, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 11-98 BROKER/DEALER ADVISORY COMMITTEE No. 12-98 OPERATIONS COMMITTEE No. 34-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 72-98 TRANSFER AGENT ADVISORY COMMITTEE No. 50-98 RE: PARTICIPATION - YEAR 2000 INDUSTRYWIDE TESTING...