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.
[33381] March 25, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for April 15 Monthly Tax Committee Call The next monthly Tax Committee call will be held on Thursday, April 15, at 11:00 a.m. ET. You can register for the call here...
[33187] March 12, 2021 TO: ICI Members Investment Company Directors ICI Global Members Accounting/Treasurers Committee ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: Request to Treasury and IRS for Additional Guidance for RICs Receiving EU Reclaims The...
[33177] March 11, 2021 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: International/Global Tax RE: IRS Form 6166, Certification of US Tax Residency - Status Update The Investment Company Institute was recently informed by the Internal Revenue...
[33178] March 11, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda and Registration for March 18 Tax Committee Call Attached is the agenda for the next monthly Tax Committee call, to be held on Thursday, March 18, 2021, at 11:00 a.m. ET...
[33171] March 9, 2021 TO: ICI Global Regulated Funds Committee ICI Global Tax Committee Tax Committee RE: Member Meeting to Discuss Asset Management Tax Issues in Spain ICI and ICI Global will be holding a members-only Zoom meeting on Wednesday, March 10 to discuss various asset...
[33157] March 4, 2021 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Registration for March 18 Tax Committee Call The next monthly Tax Committee call will be held on Thursday, March 18, at 11:00 a.m. ET. You can register for the call here . We will...
[33152] March 3, 2021 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting Privacy Tax RE: ICI Submits Letter on IRS Form SS-4 Responsible Party Requirements The Investment Company Institute submitted the attached letter...
[33149] March 3, 2021 TO: Tax Committee RE: Draft Letter Requesting Additional Guidance on EU Reclaims -- Comments Requested Attached is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) requesting additional guidance addressing reclaim amounts received...
[33129] February 24, 2021 TO: ICI Global Regulated Funds Committee ICI Global Tax Committee Tax Committee RE: Member Meeting to Discuss Asset Management Tax Issues in Spain ICI and ICI Global will be holding a members-only zoom meeting on Wednesday, March 10 to discuss various asset...
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