Transfer Agent Advisory Content

April 21, 1997 TO: OPERATIONS COMMITTEE No. 13-97 TRANSFER AGENT ADVISORY COMMITTEE No. 19-97 RE: CHECK AGING STUDY ______________________________________________________________________________ Attached are the results of the Operations Committee
s Check Aging Study. This is a study...

April 18, 1997 TO: OPERATIONS COMMITTEE No. 12-97 TRANSFER AGENT ADVISORY COMMITTEE No. 18-97 RE: SERVICE STANDARDS SURVEY RESULTS ______________________________________________________________________________ During the fourth quarter of 1996, the Transfer Agent Advisory Committee...

April 17, 1997 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 24-97 RESEARCH COMMITTEE No. 5-97 INDUSTRY STATISTICS COMMITTEE No. 4-97 DIRECT MARKETING COMMITTEE No. 9-97 SALES FORCE MARKETING COMMITTEE No. 9-97 SMALL FUNDS COMMITTEE No. 6-97 OPERATIONS COMMITTEE No. 11-97 TRANSFER AGENT...

April 15, 1997 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 16-97 RE: MEETING - APRIL 23, 1997 ______________________________________________________________________________ The next meeting of the Transfer Agent Advisory Committee will take place on Wednesday, April 23, 1997. The...

April 9, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-97 OPERATIONS MEMBERS No. 9-97 TRANSFER AGENT ADVISORY COMMITTEE No. 14-97 RE: MAY 13, 1997 BROKER DEALER MEETING OPEN TO NON-MEMBERS _____________________________________________________________________________ The May 13...

March 13, 1997 TO: BANK AND TRUST ADVISORY COMMITTEE No. 3-97 BROKER/DEALER ADVISORY COMMITTEE No. 5-97 OPERATIONS MEMBERS No. 7-97 TRANSFER AGENT ADVISORY COMMITTEE No. 12-97 RE: TRANSFER OF RETIREMENT ASSETS PILOT GROUP MOVES INTO PRODUCTION _________________________________________...

March 7, 1997 TO: TAX COMMITTEE No. 8-97 ACCOUNTING/TREASURERS COMMITTEE No. 7-97 UNIT INVESTMENT TRUST COMMITTEE No. 13-97 TRANSFER AGENT ADVISORY COMMITTEE No. 11-97 RE: IRS AND TREASURY RELEASE 1997 BUSINESS PLAN _____________________________________________________________________...

February 24, 1997 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 10-97 RE: SUMMARY OF JANUARY 23, 1997 MEETING ______________________________________________________________________________ Attached is a summary of the Transfer Agent Advisory Committee meeting held on January 23, 1997 in...