Transfer Agent Advisory Content

[12829] November 3, 2000 TO: TAX MEMBERS No. 33-00 TRANSFER AGENT ADVISORY COMMITTEE No. 57-00 ACCOUNTING/TREASURERS COMMITTEE No. 41-00 RE: IRS ISSUES GUIDANCE ON QUALIFIED 5-YEAR GAIN RULES The Internal Revenue Service (“IRS”) has released guidance, requested by the Institute,1...

[12826] November 2, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 40-00 BANK INVESTMENT MANAGEMENT MEMBERS No. 6-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 26-00 COMPLIANCE ADVISORY COMMITTEE No. 38-00 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 35-00 INVESTMENT ADVISER MEMBERS No. 38...

[12753] October 20, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 29-00 BANK AND TRUST ADVISORY COMMITTEE No. 28-00 BROKER/DEALER ADVISORY COMMITTEE No. 25-00 OPERATIONS MEMBERS No. 24-00 TAX MEMBERS No. 30-00 TRANSFER AGENT ADVISORY COMMITTEE No. 55-00 RE: 2000 YEAR-END TAX INFORMATION...

[12739] October 19, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 54-00 RE: SUMMARY OF JULY 20, 2000 MEETING Attached is a summary of the Transfer Agent Advisory Committee (TAAC) meeting held on Thursday, July 20, 2000 at the Investment Company Institute in Washington, DC. Please...

[12758] October 19, 2000 TO: PENSION MEMBERS No. 50-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 75-00 OPERATIONS COMMITTEE No. 27-00 TRANSFER AGENT ADVISORY COMMITTEE No. 53-00 TAX COMMITTEE No. 44-00 RE: IRS ANNOUNCES CODE CHANGES FOR IRAS ON 2001 FORM 1099-R The Internal Revenue...

[12750] October 18, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 28-00 BANK INVESTMENT MANAGEMENT MEMBERS No. 5-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 22-00 COMPLIANCE ADVISORY COMMITTEE No. 37-00 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 34-00 INVESTMENT ADVISER MEMBERS No. 37-00...

[12746] October 16, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 27-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 21-00 COMPLIANCE ADVISORY COMMITTEE No. 36-00 EQUITY MARKETS ADVISORY COMMITTEE No. 55-00 INTERNATIONAL MEMBERS No. 16-00 INVESTMENT ADVISER MEMBERS No. 36-00 OPERATIONS...

[12719] October 5, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 49-00 RE: PRELIMINARY AGENDA FOR OCTOBER 26, 2000 The next meeting of the Transfer Agent Advisory Committee will take place on Thursday, October 26, 2000 in the David Silver Conference Room (12th floor) of the...

[12720] October 5, 2000 TO: OPERATIONS COMMITTEE No. 26-00 TRANSFER AGENT ADVISORY COMMITTEE No. 50-00 BROKER/DEALER ADVISORY COMMITTEE No. 24-00 BANK AND TRUST ADVISORY COMMITTEE No. 27-00 RE: STAMP 2000 PROGRAM ADDRESSES TRANSITION ISSUES FOR OLD AND NEW MEDALLIONS IN QUESTION AND...

[12666] September 25, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 25-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 19-00 COMPLIANCE ADVISORY COMMITTEE No. 34-00 EQUITY MARKETS ADVISORY COMMITTEE No. 52-00 INTERNATIONAL MEMBERS No. 14-00 INVESTMENT ADVISER MEMBERS No. 34-00 OPERATIONS...