Bank, Trust and Recordkeeper Advisory Content

[9559] December 30, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 15-97 RE: UPDATED CONTACT LIST FOR PROVIDING YEAR-END TAX INFORMATION TO BROKERS ______________________________________________________________________________ As reported in a memo dated November 7, 1997, (Accounting...

[9533] December 18, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 14-97 RE: JANUARY 29. 1998 MEETING NOTICE ______________________________________________________________________________ The next meeting of the Bank & Trust Advisory Committee and the Vendor Advisory Group will take...

[9451] November 24, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 13-97 RE: OCTOBER 14, 1997 MEETING SUMMARY ______________________________________________________________________________ Enclosed please find the summary of the October 14, 1997 meeting of the Bank & Trust Advisory...

[9326] October 9, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 12-97 RE: MAY 14, 1997 MEETING SUMMARY ______________________________________________________________________________ Enclosed please find the summary of the May 14, 1997 meeting of the Bank & Turst Advisory Committee...

[9296] October 3, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 11-97 RE: OCTOBER 14, 1997 MEETING AGENDA & OCTOBER 13, 1997 DINNER ARRANGEMENTS ______________________________________________________________________________

[9271] September 25, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 10-97 BROKER/DEALER ADVISORY COMMITTEE No. 13-97 COMPLIANCE ADVISORY COMMITTEE No. 27-97 CONTINUING EDUCATION AND TRAINING ADVISORY COMMITTEE No. 9-97 CONTINUING EDUCATION/TRAINING MEMBERS No. 3-97 DIRECT MARKETING...

[9243] September 12, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 9-97 RE: DTC’S TRUST FUND/SERV AGREEMENT AND FUND/SERV INTERFACE PARTICIPANT AGREEMENT ______________________________________________________________________________ Enclosed are DTC
s Trust Fund/SERV Agreement and...

[9142] August 7, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 8-97 RE: OCTOBER 14, 1997 MEETING NOTICE ______________________________________________________________________________ The next meeting of the Bank & Trust Advisory Committee and the Vendor Advisory Group will take place...

May 6, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 7-97 RE: MAY 14, 1997 MEETING AGENDA & MAY 13, 1997 DINNER ARRANGEMENTS ______________________________________________________________________________ Enclosed please find the agenda for the May 14, 1997 meeting of the Bank & Trust...

April 21, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 6-97 RE: FEBRUARY 13, 1997 MEETING SUMMARY ______________________________________________________________________________ Enclosed please find the summary of the February 13, 1997 meeting of the Bank & Trust Advisory Committee...