Small Funds Content

[32556] June 26, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Guidance on CARES Act Distributions, Loans, and RMD Suspension In Notices 2020-50 [1] and 2020-51, [2] the IRS and Treasury provide detailed guidance on...

[32557] June 26, 2020 TO: Accounting/Treasurers Committee Chief Compliance Officer Committee Investment Advisers Committee SEC Rules Committee Security Valuation Operations Committee Small Funds Committee RE: Draft ICI Comment Letter on SEC's Fair Value Proposal-Comment Due by July 7...

[32559] June 26, 2020 TO: ICI Members ICI Global Members Derivatives Markets Advisory Committee ICI Global Trading & Markets Committee LIBOR Transition Working Group SUBJECTS: Compliance Derivatives International/Global Investment Advisers Trading and Markets RE: Update on FDIC and...

[32551] June 24, 2020 TO: ICI Global Members ESG Task Force EU ESG Disclosure Regulation Working Group EU Sustainable Finance Strategy Working Group ICI Global Regulated Funds Committee SUBJECTS: Disclosure ESG International/Global Investment Advisers MiFID, EMIR, AIFMD, UCITS V RE...

[32554] June 24, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Finalizes Regulations Permitting RICs to Pass Through Deduction for Qualified REIT Dividends The Internal Revenue Service (IRS) and the Treasury Department have finalized regulations permitting regulated...

[32550] June 24, 2020 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Investment Advisers Tax RE: Opposition Letter: California "Headcount" Tax Proposal The ICI joined a coalition letter organized by CalTax to oppose a proposed new “headcount” tax on...

[32545] June 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 Operations Committee Pension Committee Pension Operations...

[32540] June 18, 2020 TO: ICI Members Accounting/Treasurers Committee CCO Advisory Issues Subcommittee Chief Compliance Officer Committee LIBOR Transition Working Group SEC Rules Committee Security Valuation Operations Committee SUBJECTS: Compliance Operations RE: LIBOR Update: SEC...

[32530] June 16, 2020 TO: ICI Members Bank, Trust and Retirement Advisory Committee Broker/Dealer Advisory Committee ETF (Exchange-Traded Funds) Committee ETF Advisory Committee Internal Sales Managers Roundtable Investment Adviser and Broker-Dealer Standards of Conduct Working Group...

[32531] June 16, 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 Publishes Final...