Operations Content

    [21354]   July 12, 2007 TO: ACCOUNTING/TREASURERS COMMITTEE No. 14-07 BANK AND TRUST ADVISORY COMMITTEE No. 19-07 BROKER/DEALER ADVISORY COMMITTEE No. 32-07 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 23-07 OPERATIONS COMMITTEE No. 14-07 TAX COMMITTEE No. 30-07 TRANSFER AGENT...

    [21342]   July 9, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 18-07 BROKER/DEALER ADVISORY COMMITTEE No. 31-07 OPERATIONS COMMITTEE No. 13-07 SMALL FUNDS COMMITTEE No. 26-07 TECHNOLOGY ADVISORY COMMITTEE No. 19-07 TRANSFER AGENT ADVISORY COMMITTEE No. 40-07 RE...

    [21252]   June 14, 2007 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 16-07 BROKER/DEALER ADVISORY COMMITTEE No. 25-07 OPERATIONS COMMITTEE No. 12-07 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-07 SMALL FUNDS COMMITTEE No. 21-07 TRANSFER AGENT ADVISORY COMMITTEE No. 33...

  [21249]   June 14, 2007 TO: OPERATIONS COMMITTEE No. 11-07 RE: CONFERENCE CALL TO DISCUSS ICI SUBMISSION TO SENATE FINANCE COMMITTEE ON COST BASIS REPORTING -- FRIDAY, JUNE 15 AT 1:00 PM EDT   A conference call will be held on Friday, June 15, 2007, at 1:00 p.m. EDT, to discuss the...

    [21229]   June 11, 2007 TO: BOARD OF GOVERNORS No. 16-07 CLOSED-END INVESTMENT COMPANY MEMBERS No. 33-07 COMPLIANCE MEMBERS No. 23-07 INVESTMENT COMPANY DIRECTORS No. 11-07 OPERATIONS COMMITTEE No. 10-07 SEC RULES MEMBERS No. 59-07 SMALL FUNDS MEMBERS No. 39-07 TRANSFER AGENT...

    [21199]   May 31, 2007 TO: OPERATIONS COMMITTEE No. 9-07 TRANSFER AGENT ADVISORY COMMITTEE No. 28-07 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 13-07 BROKER/DEALER ADVISORY COMMITTEE No. 23-07 SMALL FUNDS COMMITTEE No. 19-07 TECHNOLOGY ADVISORY COMMITTEE No. 14-07 RE...

    [21102]   May 1, 2007 TO: PENSION MEMBERS No. 26-07 TAX MEMBERS No. 17-07 TRANSFER AGENT ADVISORY COMMITTEE No. 23-07 OPERATIONS COMMITTEE No. 8-07     RE: IRA CONTRIBUTION DEADLINE EXTENDED FOR CERTAIN NORTHEAST COUNTIES DECLARED DISASTER AREAS   We previously reported that the...

    [21065]   April 18, 2007 TO: OPERATIONS COMMITTEE No. 7-07 TAX COMMITTEE No. 18-07 TRANSFER AGENT ADVISORY COMMITTEE No. 21-07     RE: REVISED 2007 COST BASIS REPORTING SURVEY   We have received a number of questions regarding the Institute’s 2007 Cost Basis Reporting Survey. [1] ...

    [21062]   April 17, 2007 TO: OPERATIONS COMMITTEE No. 6-07 TAX COMMITTEE No. 17-07 TRANSFER AGENT ADVISORY COMMITTEE No. 20-07     RE: 2007 COST BASIS REPORTING SURVEY   Over the past year, there has been continued interest in cost basis reporting legislation by both Congress and...