Transfer Agent Advisory Content

[16465] August 26, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 47-03 OPERATIONS COMMITTEE No. 14-03 PENSION COMMITTEE No. 31-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 54-03 TAX COMMITTEE No. 53-03 TRANSFER AGENT ADVISORY COMMITTEE No. 79-03 RE: CONFERENCE CALL TO DISCUSS REPORTING...

URGENT/ACTION REQUESTED [16468] August 25, 2003 TO: COMPLIANCE ADVISORY COMMITTEE No. 63-03 INTERNATIONAL COMMITTEE No. 55-03 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 35-03 MONEY LAUNDERING RULES WORKING GROUP No. 52-03 PRIMARY CONTACTS - MEMBER COMPLEX No. 67-03 TRANSFER AGENT...

URGENT/ACTION REQUESTED [16462] August 22, 2003 TO: COMPLIANCE ADVISORY COMMITTEE No. 62-03 INTERNATIONAL COMMITTEE No. 54-03 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 34-03 MONEY LAUNDERING RULES WORKING GROUP No. 51-03 PRIMARY CONTACTS - MEMBER COMPLEX No. 66-03 TRANSFER AGENT...

[16449] August 19, 2003 TO: PENSION MEMBERS No. 37-03 OPERATIONS MEMBERS No. 24-03 TAX MEMBERS No. 44-03 TRANSFER AGENT ADVISORY COMMITTEE No. 76-03 RE: IRS ISSUES PROPOSED REGULATIONS CONCERNING WAIVER OF PENALTIES FOR FAILURE TO FILE CORRECT INFORMATION RETURNS The Internal Revenue...

ACTION REQUESTED [16437] August 15, 2003 TO: BANK AND TRUST ADVISORY COMMITTEE No. 10-03 BROKER/DEALER ADVISORY COMMITTEE No. 27-03 MONEY LAUNDERING RULES WORKING GROUP No. 50-03 PENSION COMMITTEE No. 26-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 49-03 TRANSFER AGENT ADVISORY...

[16428] August 12, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 44-03 BROKER/DEALER ADVISORY COMMITTEE No. 25-03 BROKER/DEALER ASSOCIATE MEMBERS No. 4-03 COMPLIANCE ADVISORY COMMITTEE No. 60-03 INTERNAL AUDIT ADVISORY COMMITTEE No. 7-03 MONEY LAUNDERING RULES WORKING GROUP No. 49-03...

URGENT/ACTION REQUESTED [16427] August 8, 2003 TO: COMPLIANCE ADVISORY COMMITTEE No. 59-03 INTERNATIONAL COMMITTEE No. 52-03 INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 33-03 MONEY LAUNDERING RULES WORKING GROUP No. 48-03 PRIMARY CONTACTS - MEMBER COMPLEX No. 64-03 TRANSFER AGENT...

[16405] August 4, 2003 TO: 529 PLAN ADVISORY COMMITTEE No. 43-03 OPERATIONS MEMBERS No. 22-03 PENSION MEMBERS No. 36-03 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-03 TAX MEMBERS No. 42-03 TRANSFER AGENT ADVISORY COMMITTEE No. 72-03 RE: IRS DELAYS CERTAIN REPORTING REQUIREMENTS FOR...

[16387] July 31, 2003 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 61-03 ACCOUNTING/TREASURERS MEMBERS No. 32-03 OPERATIONS MEMBERS No. 21-03 SMALL FUNDS MEMBERS No. 40-03 TRANSFER AGENT ADVISORY COMMITTEE No. 71-03 PAST PARTICIPANTS -- ICI/PWC TRANSFER AGENT FEE SURVEY RE: PARTICIPATION...

[16369] July 30, 2003 TO: ACCOUNTING/TREASURERS COMMITTEE No. 29-03 BANK AND TRUST ADVISORY COMMITTEE No. 9-03 BROKER/DEALER ADVISORY COMMITTEE No. 24-03 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 45-03 OPERATIONS COMMITTEE No. 13-03 TAX COMMITTEE No. 46-03 TRANSFER AGENT ADVISORY...