Transfer Agent Advisory Content

[12664] September 21, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 24-00 BANK INVESTMENT MANAGEMENT MEMBERS No. 4-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 18-00 COMPLIANCE ADVISORY COMMITTEE No. 33-00 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 32-00 INVESTMENT ADVISER MEMBERS No. 33...

[12632] September 15, 2000 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 61-00 OPERATIONS MEMBERS No. 20-00 BANK AND TRUST ADVISORY COMMITTEE No. 25-00 TRANSFER AGENT ADVISORY COMMITTEE No. 45-00 RETIREMENT PLAN THIRD PARTY ADMINISTRATORS AND RECORDKEEPERS RE: BANK & TRUST WORKSHOPS –...

[12637] September 15, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 34-00 BANK AND TRUST ADVISORY COMMITTEE No. 26-00 BROKER/DEALER ADVISORY COMMITTEE No. 22-00 OPERATIONS COMMITTEE No. 23-00 TAX COMMITTEE No. 41-00 TRANSFER AGENT ADVISORY COMMITTEE No. 46-00 RE: 2000 YEAR-END TAX...

September 13, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 44-00 RE: MEETING NOTICE - 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 Investment Company...

[12563] September 5, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 23-00 BROKER/DEALER ADVISORY COMMITTEE No. 21-00 OPERATIONS COMMITTEE No. 22-00 PENSION COMMITTEE No. 65-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 64-00 TAX MEMBERS No. 24-00 TRANSFER AGENT ADVISORY COMMITTEE No...

[12546] August 30, 2000 TO: OPERATIONS COMMITTEE No. 21-00 TRANSFER AGENT ADVISORY COMMITTEE No. 42-00 RE: SURVEY FOR ICI OPERATIONS CONFERENCE This year’s ICI Operations Conference will feature a panel on “Workforce Retention and Development” to be held on Tuesday, October 17 from 1...

[12521] August 23, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 33-00 BANK AND TRUST ADVISORY COMMITTEE No. 22-00 BROKER/DEALER ADVISORY COMMITTEE No. 20-00 OPERATIONS COMMITTEE No. 19-00 TAX COMMITTEE No. 37-00 TRANSFER AGENT ADVISORY COMMITTEE No. 41-00 RE: REVISED IRS WEBSITE...

[12499] August 18, 2000 TO: ACCOUNTING/TREASURERS COMMITTEE No. 31-00 BANK AND TRUST ADVISORY COMMITTEE No. 20-00 BROKER/DEALER ADVISORY COMMITTEE No. 18-00 OPERATIONS COMMITTEE No. 17-00 TAX COMMITTEE No. 34-00 TRANSFER AGENT ADVISORY COMMITTEE No. 39-00 RE: PROCEDURES FOR...

[12496] August 18, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 21-00 BROKER/DEALER ADVISORY COMMITTEE No. 19-00 INTERNATIONAL COMMITTEE No. 27-00 OPERATIONS COMMITTEE No. 18-00 TAX COMMITTEE No. 35-00 TRANSFER AGENT ADVISORY COMMITTEE No. 40-00 UNIT INVESTMENT TRUST COMMITTEE No...

[12411] August 1, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 20-00 BANK AND TRUST ADVISORY COMMITTEE No. 19-00 BROKER/DEALER ADVISORY COMMITTEE No. 16-00 OPERATIONS MEMBERS No. 16-00 TAX MEMBERS No. 23-00 TRANSFER AGENT ADVISORY COMMITTEE No. 36-00 RE: 2000 YEAR-END TAX REPORTING –...