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.
[28549] December 3, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 16-14 TAX COMMITTEE No. 40-14 RE: AGENDA FOR TAX COMMITTEE MONTHLY CALL - THURSDAY, DECEMBER 11, AT 2:00 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held on...
[28539] November 24, 2014 TO: TAX COMMITTEE No. 39-14 ICI GLOBAL TAX COMMITTEE No. 20-14 RE: OECD RELEASES DISCUSSION DRAFT ON PREVENTING TREATY ABUSE The Organisation for Economic Co-operation and Development (OECD) has released for public comment a draft document entitled “Follow...
[28532] November 20, 2014 TO: TAX COMMITTEE No. 36-14 RE: CONFERENCE CALL TO DISCUSS MONEY MARKET FUND TAX ISSUES - TUESDAY, DEC. 2 AT 2:00 P.M. EST We will hold a conference call on Tuesday, December 2, 2014, at 2:00 p.m. EST, to discuss various issues in connection with the recent...
[28534] November 20, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 15-14 TAX COMMITTEE No. 38-14 RE: DECEMBER 11 TAX COMMITTEE MONTHLY CALL INFORMATION The next Tax Committee monthly conference call will be held on Thursday, December 11, 2014 at 2:00 p.m. (Eastern). During...
[28495] October 31, 2014 TO: TAX COMMITTEE No. 35-14 RE: PRELIMINARY AGENDA FOR NOVEMBER 10 AND 11 TAX COMMITTEE MEETINGS As we informed you previously, the next meetings of the Tax Committee will be held on Monday, November 10, and Tuesday, November 11. [1] If you plan to attend the...
[28470] October 17, 2014 TO: TAX COMMITTEE No. 34-14 RE: CONFERENCE CALL REGARDING SECTION 305(c) - OCTOBER 30 AT 2:00 P.M. ET We will have a conference call on Thursday, October 30, 2014, at 2:00 p.m. ET, to discuss issues arising under section 305(c) with respect to convertible...
[28437] October 8, 2014 TO: TAX COMMITTEE No. 32-14 RE: NOVEMBER 10 AND 11 TAX COMMITTEE MEETING REGISTRATION The next meetings of the Tax Committee will be held on Monday, November 10, and Tuesday, November 11, 2014. The meeting on Monday will begin at 2:00 p.m.; on Tuesday, the...
[28434] October 7, 2014 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 12-14 TAX COMMITTEE No. 31-14 RE: OCTOBER 9 TAX COMMITTEE MONTHLY CALL INFORMATION The next Tax Committee monthly conference call will be held on Thursday, October 9, 2014 at 2:00 p.m. (Eastern). During the...
[28409] September 26, 2014 TO: TAX COMMITTEE No. 30-14 INTERNATIONAL COMMITTEE No. 29-14 RE: LETTER TO BELGIUM FOR YOUR REVIEW REGARDING EU RECLAIMS Attached for your review is a draft letter from the ICI to the Belgian tax authorities, which establishes that U.S. mutual funds are...
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