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.
[31559] January 15, 2019 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for January Tax Committee Call -- Wednesday, January 23 at 11:00 AM ET The next Tax Committee monthly conference call will be held on Wednesday, January 23, 2018 at 11:00...
[31555] January 11, 2019 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: Tax RE: IRS Reopens Residency Certification Process While the IRS remains closed during the partial government shutdown, the IRS announced [1] that it will reopen certain user fee-based services...
[31535] December 24, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government Regarding Procedures by Which US Funds Establish Treaty Eligibility ICI Global has submitted the attached...
[31525] December 18, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: FATCA Tax RE: IRS Issues Proposed Regulations to Ease FATCA Withholding Rules On December 13, 2018, the IRS issued proposed regulations modifying the “Chapter 4...
[31495] November 26, 2018 TO: ICI Members ICI Global Members ICI Global Exchange Traded Funds Committee ICI Global Information Security Officer Committee ICI Global Pacific Chapter ICI Global Retirement Savings Committee ICI Global Tax Committee ICI Global Trading & Markets Committee...
[31477] November 13, 2018 TO: ICI Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee Transfer Agent Advisory Committee SUBJECTS: Tax RE: IRS and Treasury Release 2018-2019 Priority Guidance Plan -- Tax Items The Treasury Department and the Internal Revenue...
[31371] September 7, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government Proposing Procedures by Which US Funds Establish Treaty Eligibility ICI Global has been engaged with the Swiss Ministry of...
[31336] August 16, 2018 TO: ICI Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Korea - Proposed OIV Tax Regime - ICI Global Submits Initial Observations Letter On July 30, 2018, the Korean Ministry of Economy and Finance introduced a proposal to...
[31251] June 19, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Swiss Government Response to ICI Global Submission Proposing Procedures by Which US Funds Establish Treaty Eligibility The Swiss Federal Tax...
[31148] March 29, 2018 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: ICI Global Letter to Swiss Government Proposing Procedures by Which US Funds Establish Treaty Eligibility ICI Global has been engaged with the Swiss...
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