Sales and Marketing Content

[33110] February 17, 2021 TO: ICI Members Accounting/Treasurers Committee Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Operations Committee Securities Operations Advisory Committee Security Valuation Operations Committee Small Funds Committee Transfer...

[33104] February 16, 2021 TO: ICI Global Members ESG Task Force ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Trading & Markets Committee SUBJECTS: Distribution ESG International/Global MiFID, EMIR, AIFMD, UCITS V Trading and Markets RE...

[33060] January 25, 2021 TO: Sales and Marketing Committee RE: Registration Now Open: ICI's February 25, 2021 Sales and Marketing Committee Virtual Meeting ICI’s Sales and Marketing Committee will hold a two-part videoconferencing meeting via Zoom on Thursday, February 25. The first...

[33004] December 22, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Internal Sales Managers Roundtable Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee...

[32999] December 18, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Investment Adviser and Broker-Dealer Standards of Conduct Working Group Investment Advisers Committee Operations Committee Pension Committee Pension Operations...

[32959] December 3, 2020 TO: ICI Members Investment Company Directors Accounting/Treasurers Committee Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee Money Market Funds Advisory Committee Operations Committee Small Funds Committee Transfer Agent Advisory...

[32879] October 30, 2020 TO: ICI Global Members ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee SUBJECTS: COVID-19 Disclosure Distribution Fees and Expenses Financial Stability International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE...

[32869] October 28, 2020 TO: ICI Global Members ICI Global EU Capital Markets Union Task Force ICI Global Regulated Funds Committee ICI Global Regulated Funds Committee - Asia SUBJECTS: Disclosure Distribution International/Global MiFID, EMIR, AIFMD, UCITS V RE: European Commission's...