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.
[27648] October 23, 2013 TO: TAX COMMITTEE No. 30-13 RE: PRELIMINARY AGENDA FOR OCTOBER 29-30 TAX COMMITTEE MEETINGS As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, October 29, and Wednesday, October 30. [1] If you plan to attend the...
[27540] September 4, 2013 TO: TAX COMMITTEE No. 29-13 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 9-13 RE: AGENDA FOR SEPTEMBER TAX COMMITTEE CALL - THURSDAY, SEPTEMBER 12, AT 2:00 P.M. ET As we previously informed you, [1] the next Tax Committee monthly conference call will be held...
[27538] September 4, 2013 TO: TAX COMMITTEE No. 28-13 RE: ICI DRAFT COMMENT LETTER ON SEC'S MONEY MARKET FUND PROPOSAL; COMMENTS DUE SEPTEMBER 10 As you know, the SEC has proposed amendments to rules under the Investment Company Act of 1940 and related requirements that govern money...
[27536] September 3, 2013 TO: TAX COMMITTEE No. 27-13 ICI GLOBAL TAX COMMITTEE No. 18-13 INTERNATIONAL COMMITTEE No. 22-13 RE: SURVEY REGARDING THE AUSTRALIAN INVESTMENT MANAGER REGIME On 5 August 2013, the Australian government released an updated exposure draft of tax legislation...
[27479] August 26, 2013 TO: TAX COMMITTEE No. 24-13 RE: OCTOBER 29 AND 30 TAX COMMITTEE MEETING REGISTRATION The next meetings of the Tax Committee will be held on Tuesday, October 29, and Wednesday, October 30. The meeting on Tuesday will begin at 2:00 p.m.; on Wednesday, the...
[27477] August 20, 2013 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 7-13 TAX COMMITTEE No. 23-13 RE: SEPTEMBER 12 TAX COMMITTEE MONTHLY CALL INFORMATION The next Tax Committee monthly conference call will be held on Thursday, September 12, 2013 at 2:00 p.m. (Eastern). During...
[27456] August 14, 2013 TO: TAX COMMITTEE No. 22-13 OPERATIONS COMMITTEE No. 36-13 TRANSFER AGENT ADVISORY COMMITTEE No. 58-13 RE: DRAFT LETTER REGARDING DE MINIMIS WASH SALE RULE FOR MONEY MARKET FUNDS - COMMENTS REQUESTED Attached for your review is a draft letter to the Treasury...
[27449] August 8, 2013 TO: TAX COMMITTEE No. 21-13 RE: DRAFT LETTER TO TREASURY REGARDING MONEY MARKET REFORM TAX ISSUES -- COMMENTS REQUESTED Attached for your review is a draft letter to the Treasury Department regarding tax issues arising from the proposals by the Securities and...
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