Operations Content

April 5, 1991 TO: OPERATIONS COMMITTEE NO. 10-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 17-91 RE: SHAREHOLDER CONFIRMATION SURVEY __________________________________________________________ As previously reported to the Committees, the Confirmation Requirements Task Force, chaired by...

March 21, 1991 TO: TAX COMMITTEE NO. 6-91 OPERATIONS COMMITTEE NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 15-91 RE: IRS ANNOUNCES ELECTRONIC TAX FILING NATIONAL CONFERENCES AND EXHIBITIONS __________________________________________________________ In the attached notice, the IRS...

March 18, 1991 TO: OPERATIONS COMMITTEE NO. 8-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 14-91 RE: 1991 OPERATIONS CONFERENCE - VENDOR EXHIBITION __________________________________________________________ As was mentioned at the Operations Committee meeting on March 9th and the Transfer...

March 7, 1991 TO: TAX COMMITTEE NO. 4-91 OPERATIONS COMMITTEE NO. 7-91 CLOSED-END FUND COMMITTEE NO. 4-91 UNIT INVESTMENT TRUST COMMITTEE NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 11-91 RE: INSTITUTE TESTIFIES ON BACKUP WITHHOLDING REGULATIONS ____________________________________...

1 February 27, 1991 TO: MEMBERS - ONE PER COMPLEX NO. 8-91 OPERATIONS COMMITTEE NO. 6-91 RESEARCH COMMITTEE NO. 5-91 INDUSTRY STATISTICS COMMITTEE NO. 1-91 RE: TWO NEW FUND DATABASE SERVICES AVAILABLE FROM ICI __________________________________________________________ The Investment...

February 21, 1991 TO: OPERATIONS COMMITTEE NO. 5-91 RE: REMINDER NOTICE OF CHECK AGING STUDY MONTH OF MARCH, 1991 __________________________________________________________ This is to remind you that we will conduct a Check Aging Study for the month of March, 1991 (see memo to...

- 1 - February 11, 1991 TO: TAX COMMITTEE NO. 3-91 OPERATIONS COMMITTEE NO. 4-91 CLOSED-END FUND COMMITTEE NO. 3-91 UNIT INVESTMENT TRUST COMMITTEE NO. 7-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 5-91 RE: INSTITUTE COMMENTS ON PROPOSED INFORMATION REPORTING AND BACKUP WITHHOLDING...

January 23, 1991 TO: OPERATIONS COMMITTEE NO. 2-91 RE: NOTICE OF MEETING - MARCH 9, 1991 SECOND REQUEST - PLEASE RESPOND _________________________________________________________ This is to advise you that there will be a breakfast meeting of the Operations Committee starting at 8:30...

January 23, 1991 TO: OPERATIONS COMMITTEE NO. 3-91 RE: CHECK AGING STUDY - MONTH OF MARCH, 1991 __________________________________________________________ At their September 17, 1990 meeting, the Operations Committee agreed to conduct a "checking aging" study of investors checks...

January 8, 1991 TO: OPERATIONS COMMITTEE NO. 1-91 RE: NOTICE OF MEETING - MARCH 9, 1991 __________________________________________________________ This is to advise you that there will be a breakfast meeting of the Operations Committee starting at 8:30 a.m. on Saturday, March 9, 1991...