ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
1 Lunch will be available before the meeting, beginning at 1:00. 2 See Institute Memoranda to Tax Committee No. 6-99 (among others), dated March 31, 1999, and to Tax Committee No. 33-98 (among others), dated October 27, 1998. [10915] April 20, 1999 TO: TAX COMMITTEE No. 8-99 RE: JUNE...
1 See Institute Memorandum to Tax Committee No. 3-99, Operations Committee No. 4-99, Transfer Agent Advisory Committee No. 12-99 and Bank and Trust Advisory Committee No. 3-99, dated February 3, 1999. [10880] April 8, 1999 TO: TAX COMMITTEE No. 7-99 OPERATIONS COMMITTEE No. 11-99...
[10848] March 31, 1999 TO: BOARD OF GOVERNORS No. 23-99 FEDERAL LEGISLATION MEMBERS No. 10-99 PRIMARY CONTACTS - MEMBER COMPLEX No. 34-99 PUBLIC INFORMATION COMMITTEE No. 12-99 SEC RULES COMMITTEE No. 23-99 TAX COMMITTEE No. 6-99 RE: REPRESENTATIVE GILLMOR INTRODUCES BILL REQUIRING...
1 See Institute Memorandum to Accounting/Treasurers Members No. 7-99, International Members No. 5-99, Tax Members No. 8-99 and Transfer Agent Advisory Committee No. 13-99, dated February 3, 1999. 2 A separate memorandum to the Pension Committee discusses the retirement security issues...
1 The first two projects were requested in a December 1998 letter to IRS officials. See Institute Memorandum to Tax Committee No. 41-98, dated December 24, 1998. The third project was requested in a January 1999 letter to IRS and Treasury Department officials. See Institute Memorandum...
1 See Institute Memorandum to Tax Committee No. 40-98, Operations Committee No. 46-98, Transfer Agent Advisory Committee No. 87-98, Bank and Trust Advisory Committee No. 16-98, dated December 23, 1998. [10693] February 3, 1999 TO: TAX COMMITTEE No. 3-99 OPERATIONS COMMITTEE No. 4-99...
1 In addition, the Institute last month sent to IRS a letter requesting that the 1999 business plan include various projects generally within the jurisdiction of the IRS Chief Counsel’s Financial Institutions & Products (“FI&P”) group. Among other things, we asked for guidance setting...
1 See Institute Memorandum to Tax Committee No. 40-98 (among others), dated December 23, 1998. 2 See Institute Memorandum to Tax Members No. 42-98 (among others), dated December 3, 1998. [10675] January 27, 1999 TO: TAX COMMITTEE No. 1-99 RE: TAX COMMITTEE MEETINGS ON FEBRUARY 9 AND...
1 At the request of the Institute, this issue has been on the IRS business plan for the past two years. See, e.g., Institute Memoranda to Tax Committee No. 5-98, dated February 6, 1998; and to Tax Committee No. 8-98 (among others), dated March 4, 1998. 2 These “interaction” issues...
1 See Institute Memorandum to Operations Members No. 35-98, Tax Members No. 42-98, Transfer Agent Advisory Committee No. 82-98, dated December 3, 1998. [10602] December 23, 1998 TO: TAX COMMITTEE No. 40-98 OPERATIONS COMMITTEE No. 46-98 TRANSFER AGENT ADVISORY COMMITTEE No. 87-98 BANK...
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union