Transfer Agent Advisory Content

January 5, 1996 TO: OPERATIONS MEMBERS No. 2-96 BANK BROKER/DEALER ADVISORY COMMITTEE No. 1-96 BROKER/DEALER ADVISORY COMMITTEE No. 1-96 TRANSFER AGENT ADVISORY COMMITTEE No. 1-96 RE: WHITE PAPER ON CONVERSION OF B TO A SHARES __________________________________________________________...

December 22, 1995 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 63-95 RE: MEETING SCHEDULE FOR 1996 ______________________________________________________________________________ 1996 Transfer Agent Advisory Committee Meeting Schedule The following dates have been scheduled for the 1996...

December 20, 1995 TO: BANK BROKER/DEALER ADVISORY COMMITTEE No. 28-95 BROKER/DEALER ADVISORY COMMITTEE No. 31-95 OPERATIONS MEMBERS No. 52-95 TRANSFER AGENT ADVISORY COMMITTEE No. 62-95 RE: ICI BROKER DEALER ADVISORY COMMITTEE UPDATE ___________________________________________________...

* See Institute Memorandum to Accounting/Treasurers Members No. 54-95, Closed-End Fund Committee No. 57-95, International Committee No. 38-95, Operations Committee No. 34-95, Tax Members No. 52-95, Transfer Agent Advisory Committee No. 60-95 and Unit Investment Trust Committee No. 82...

1 A separate memorandum to Pension Members, Operations Committee and Transfer Agent Advisory Committee describes various pension-related tax provisions, including those relating to individual retirement accounts. November 21, 1995 TO: ACCOUNTING/TREASURERS MEMBERS No. 54-95 CLOSED-END...

1 See Institute Memorandum to Pension Committee Members No. 43-95, Operations Committee No. 30-95, and Transfer Agent Advisory Committee No. 52-95, dated October 26, 1995. November 20, 1995 TO: PENSION MEMBERS No. 47-95 OPERATIONS COMMITTEE No. 33-95 TRANSFER AGENT ADVISORY COMMITTEE...

November 16, 1995 TO: OPERATIONS MEMBERS No. 48-95 PENSION MEMBERS No. 46-95 TAX MEMBERS No. 50-95 TRANSFER AGENT ADVISORY COMMITTEE No. 58-95 RE: 1995 INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY ______________________________________________________________________________ The...

November 16, 1995 TO: MEMBERS - ONE PER COMPLEX No. 100-95 ACCOUNTING/TREASURERS COMMITTEE No. 50-95 DIRECT MARKETING COMMITTEE No. 51-95 INVESTMENT ADVISER MEMBERS No. 53-95 MARKETING POLICY COMMITTEE No. 58-95 PUBLIC INFORMATION COMMITTEE No. 43-95 SALES FORCE MARKETING COMMITTEE No...

November 10, 1995 TO: ACCOUNTING/TREASURERS COMMITTEE No. 48-95 BANK INVESTMENT MANAGEMENT MEMBERS No. 21-95 CLOSED-END FUND MEMBERS No. 37-95 COMPLIANCE COMMITTEE No. 42-95 CUSTODIAN ADVISORY COMMITTEE No. 2-95 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 46-95 INVESTMENT ADVISER MEMBERS...

November 7, 1995 TO: BANK BROKER/DEALER ADVISORY COMMITTEE No. 26-95 OPERATIONS MEMBERS No. 45-95 TRANSFER AGENT ADVISORY COMMITTEE No. 55-95 RE: BROKER DEALER ADVISORY COMMITTEE OPEN SESSION FORUM ______________________________________________________________________________ As has...