Bank, Trust and Recordkeeper Advisory Content

    [23107]   December 4, 2008 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 38-08     RE: BTRAC MEETING - FEBRUARY 18-19, 2009   The next meeting of the Bank, Trust and Recordkeeper Advisory Committee will be held on Wednesday, February 18 and Thursday, February 19, 2009 at...

    [23075]   November 19, 2008 TO: ACCOUNTING/TREASURERS COMMITTEE No. 18-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 37-08 BOARD OF GOVERNORS No. 14-08 BROKER/DEALER ADVISORY COMMITTEE No. 43-08 ETF ADVISORY COMMITTEE No. 35-08 INVESTMENT COMPANY DIRECTORS No. 25-08...

    [23069]   November 17, 2008 TO: TAX MEMBERS No. 47-08 OPERATIONS MEMBERS No. 24-08 TRANSFER AGENT ADVISORY COMMITTEE No. 67-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 36-08 BROKER/DEALER ADVISORY COMMITTEE No. 42-08     RE: JOINT ICI/SIFMA LETTER ON FEBRUARY 15 TAX...

[23050] November 5, 2008 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 35-08 RE: BTRAC MEETING SUMMARY - OCTOBER 22-23, 2008 Attached is a summary of the Bank, Trust and Recordkeeper Advisory Committee meeting held on October 22-23, 2008 at the Investment Company Institute...

    [23031]   October 27, 2008 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 34-08 BROKER/DEALER ADVISORY COMMITTEE No. 40-08 COMPLIANCE MEMBERS No. 59-08 OPERATIONS MEMBERS No. 22-08 PRIMARY CONTACTS - MEMBER COMPLEX No. 16-08 PRIVACY ISSUES WORKING GROUP No. 16-08 SEC...

    [23010]   October 22, 2008 TO: PENSION MEMBERS No. 69-08 FEDERAL LEGISLATION MEMBERS No. 15-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 32-08 BROKER/DEALER ADVISORY COMMITTEE No. 38-08 OPERATIONS COMMITTEE No. 20-08     RE: ICI STATEMENT FOR HOUSE EDUCATION AND LABOR...

    [23012]               URGENT              October 22, 2008 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 33-08 BROKER/DEALER ADVISORY COMMITTEE No. 39-08 COMPLIANCE MEMBERS No. 56-08 OPERATIONS MEMBERS No. 20-08 PRIMARY CONTACTS - MEMBER COMPLEX No. 14-08 PRIVACY ISSUES...

    [22916]   October 3, 2008 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 31-08 BROKER/DEALER ADVISORY COMMITTEE No. 37-08 FEDERAL LEGISLATION MEMBERS No. 13-08 OPERATIONS MEMBERS No. 17-08 PENSION MEMBERS No. 60-08 SMALL FUNDS MEMBERS No. 61-08 TAX MEMBERS No. 40-08...

[22922] September 26, 2008 TO: PENSION MEMBERS No. 58-08 FEDERAL LEGISLATION MEMBERS No. 12-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 30-08 BROKER/DEALER ADVISORY COMMITTEE No. 33-08 OPERATIONS COMMITTEE No. 18-08 RE: INSTITUTE STATEMENT TO SENATE HEALTH, EDUCATION, LABOR...

[22854] September 9, 2008 TO: PENSION MEMBERS No. 52-08 TRANSFER AGENT ADVISORY COMMITTEE No. 49-08 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 29-08 BROKER/DEALER ADVISORY COMMITTEE No. 31-08 OPERATIONS COMMITTEE No. 17-08 RE: ICI COMMENT LETTER ON DOL PROPOSED PARTICIPANT...