Image Comment Letter TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland March 11, 2025
Comment Letter ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland March 11, 2025
Comment Letter ICI Response to the European Commission on the Savings and Investments Union March 6, 2025
Publication Fundamentals for Newer Directors 2014 (pdf) The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry. February 26, 2014
Image News Release ICI Welcomes Congressional Review of Outdated Dodd-Frank Act in Capitol Hill Testimony August 8, 2025
Video file File MIME Type video/mp4 ICI Viewpoints A Closer Look at the Facts Shows a More Optimistic Outlook for the US Retirement System March 11, 2025
Image ICI Innovate February 3-5 Registration is Now Open for 2025 ICI Innovate ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry. ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.The Emerging. Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group PreviousNext Title Featured Speakers Previous Next Sponsors Exhibitors
Aug 4 ICI Affiliate Event Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field Virtual● 4:30pm - 6:40pm ()
Aug 4 ICI Affiliate Event Clone of Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field Virtual● 4:30pm - 6:40pm ()
Image Comment Letter TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland March 11, 2025
Comment Letter ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland March 11, 2025
Comment Letter ICI Response to the European Commission on the Savings and Investments Union March 6, 2025
Publication Fundamentals for Newer Directors 2014 (pdf) The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry. February 26, 2014
Image News Release ICI Welcomes Congressional Review of Outdated Dodd-Frank Act in Capitol Hill Testimony August 8, 2025
Video file File MIME Type video/mp4 ICI Viewpoints A Closer Look at the Facts Shows a More Optimistic Outlook for the US Retirement System March 11, 2025
Image ICI Innovate February 3-5 Registration is Now Open for 2025 ICI Innovate ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry. ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.The Emerging. Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group Naseem Nixon Vice President, Associate Counsel & CCO Capital Group PreviousNext Title Featured Speakers Previous Next Sponsors Exhibitors
Aug 4 ICI Affiliate Event Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field Virtual● 4:30pm - 6:40pm ()
Aug 4 ICI Affiliate Event Clone of Clone of Clone of Non Mutual Fund Night at the Ballpark: Wrigley Field Virtual● 4:30pm - 6:40pm ()
Memo# 20631 BTRAC Meeting Summary - October 25-26, 2006 ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20631] November 29, 2006 TO: BANK, TRUST AND RECORDKEEPER... November 29, 2006
Memo# 20610 Model Contractual Clauses for Use With Agents of Financial Intermediaries Under the SEC's Redemption Fee Rule ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20610] November 27, 2006 TO: BROKER/DEALER ADVISORY... November 27, 2006
Memo# 20559 ICI Electronic Communications Guidance ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20559] November 9, 2006 TO: ACCOUNTING/TREASURERS MEMBERS... November 9, 2006
Memo# 20540 Mark Your Calendar - BTRAC 2007 Meeting Schedule ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20540] November 3, 2006 TO: BANK, TRUST AND RECORDKEEPER... November 3, 2006
Memo# 20508 BTRAC Meeting Summary - June 14-15, 2006 ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20508] October 24, 2006 TO: BANK, TRUST AND RECORDKEEPER... October 24, 2006
Memo# 20496 Revised Model Contractual Clauses to Assist Members in Implementing the Agreement Requirements of Rule 22c-2 ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20496] October 19, 2006 TO: BANK, TRUST AND RECORDKEEPER... October 19, 2006
Memo# 20474 Final 2006 Year-end Tax Reporting Formats ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20474] October 11, 2006 TO: ACCOUNTING/TREASURERS COMMITTEE... October 11, 2006
Memo# 20421 SEC Adopts Amendments to the Redemption Fee Rule; Extends Compliance Date for Agreements by Six Months ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20421] September 28, 2006 TO: BANK, TRUST AND RECORDKEEPER... September 28, 2006
Memo# 20395 Factors to Consider When Preparing for an Unscheduled Market Close ©2006 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete. Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice. [20395] September 22, 2006 TO: OPERATIONS COMMITTEE No. 25... September 22, 2006
