Management Company Tax Subcommittee Content

[32274] March 11, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for Tax Committee Call -- Wednesday, March 18 at 11:00 AM ET The next Tax Committee monthly conference call will be on Wednesday, March 18, 2020 at 11:00 a.m. (Eastern)...

[32257] March 3, 2020 TO: ICI Members ICI Global Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting Tax RE: Maryland: ICI Submits Written Testimony Opposing Sales Tax on Services The Institute filed the attached letter and written...

[32255] March 2, 2020 TO: ICI Members ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee SUBJECTS: International/Global Tax RE: India: ICI Global Submits Letter Re Indian 2020 Budget Tax Issues ICI Global...

[32242] February 26, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Chief Compliance Officer Committee Investment Advisers Committee Operations Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee...

[32247] February 26, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee SUBJECTS: International/Global Tax RE: ICI Submits Letter to IRS on Form 8802, Application for United States Residency Certification The IRS...

[32239] February 25, 2020 TO: ICI Members SUBJECTS: Closed-End Funds Compliance Disclosure Distribution Exchange-Traded Funds (ETFs) Fees and Expenses Fund Governance Intermediary Oversight Operations Transfer Agency RE: Industry Working Groups Examining How to Reform Proxy Plumbing...

[32232] February 24, 2020 TO: ICI Global Members ICI Global Regulated Funds Committee SUBJECTS: Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V Pension Trading and Markets RE: High Level Forum on the EU Capital Markets Union Releases...

[32229] February 21, 2020 TO: ICI Members Investment Company Directors ICI Global Members ESG Task Force ICI Global Regulated Funds Committee SUBJECTS: Compliance Disclosure Distribution International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE: EU Disclosure Regulation...

[32228] February 21, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: For Your Review: ICI Global Letter Re Indian 2020 Budget Tax Issues The Government of India’s 2020 Union Budget [1] includes a proposal to abolish the Dividend Distribution Tax...

[32218] February 19, 2020 TO: ICI Members Management Company Tax Subcommittee SUBJECTS: Tax RE: ICI Submits Comment Letter on Proposed Foreign Tax Credit Regulations ICI has submitted comments on recently proposed regulations that would, among other things, amend the definition of...