Transfer Agent Advisory Content

[11401] November 9, 1999 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 69-99 RE: MARK YOUR CALENDAR - 2000 MEETING SCHEDULE ______________________________________________________________________________ The 2000 Transfer Agent Advisory Committee meeting schedule is as follows: January 27...

[11393] November 8, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 26-99 BROKER/DEALER ADVISORY COMMITTEE No. 31-99 OPERATIONS COMMITTEE No. 42-99 PRIMARY CONTACTS - MEMBER COMPLEX No. 101-99 SEC RULES COMMITTEE No. 94-99 SMALL FUNDS COMMITTEE No. 17-99 TRANSFER AGENT ADVISORY...

[11395] November 8, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 43-99 BANK INVESTMENT MANAGEMENT MEMBERS No. 5-99 CLOSED-END INVESTMENT COMPANY MEMBERS No. 40-99 COMPLIANCE ADVISORY COMMITTEE No. 44-99 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 27-99 INVESTMENT ADVISER MEMBERS No. 24...

1 See Institute Memorandum to Accounting/Treasurers Members No. 15-99, Bank and Trust Advisory Committee No. 13-99, Broker/Dealer Advisory Committee No. 14-99, Operations Members No. 16-99, Tax Members No. 18-99 and Transfer Agent Advisory Committee No. 39-99, dated June 23, 1999. 1...

[11364] November 1, 1999 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 96-99 SEC RULES COMMITTEE No. 86-99 OPERATIONS COMMITTEE No. 39-99 BROKER/DEALER ADVISORY COMMITTEE No. 28-99 BANK AND TRUST ADVISORY COMMITTEE No. 23-99 TRANSFER AGENT ADVISORY COMMITTEE No. 65-99 SMALL FUNDS...

1 See Institute memorandum to Pension Committee No. 91-98, Pension Operations Advisory Committee No. 75-98 and Transfer Agent Advisory Committee No. 88-98, dated December 24, 1998. 2 See Institute memorandum to Pension Committee No. 59-98 and Transfer Agent Advisory Committee No. 56...

[11326] October 20, 1999 TO: PENSION MEMBERS No. 40-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 48-99 TAX MEMBERS No. 33-99 TRANSFER AGENT ADVISORY COMMITTEE No. 63-99 RE: IRS ANNOUNCES TAX YEAR 2000 COST-OF-LIVING ADJUSTMENTS FOR PENSION PLAN LIMITATIONS ____________________________...

[11303] October 12, 1999 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 62-99 RE: SUMMARY OF JULY 22, 1999 MEETING ______________________________________________________________________________ Attached is a summary of the Transfer Agent Advisory Committee (TAAC) meeting held on Thursday...

[11300] October 8, 1999 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 92-99 ACCOUNTING/TREASURERS MEMBERS No. 30-99 OPERATIONS MEMBERS No. 22-99 SMALL FUNDS MEMBERS No. 9-99 TRANSFER AGENT ADVISORY COMMITTEE No. 61-99 RE: 1999 ICI/PWC MUTUAL FUND TRANSFER AGENT FEE SURVEY ________________...

[11292] October 6, 1999 TO: ACCOUNTING/TREASURERS COMMITTEE No. 33-99 BANK INVESTMENT MANAGEMENT MEMBERS No. 3-99 CLOSED-END INVESTMENT COMPANY MEMBERS No. 36-99 COMPLIANCE ADVISORY COMMITTEE No. 39-99 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 21-99 INVESTMENT ADVISER MEMBERS No. 18-99...