Transfer Agent Advisory Content

July 24, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 35-91 RE: NOTICE OF MEETING - SEPTEMBER 19, 1991 __________________________________________________________ This is to advise you that the next meeting of the Transfer Agent Advisory Committee will be held starting at 9:30 a.m...

July 19, 1991 TO: TAX MEMBERS NO. 29-91 OPERATIONS MEMBERS NO. 20-91 CLOSED-END FUND MEMBERS NO. 31-91 UNIT INVESTMENT TRUST MEMBERS NO. 26-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 34-91 RE: IRS SEMINARS ON INFORMATION REPORTING ________________________________________________________...

- 1 - July 15, 1991 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 19-91 CLOSED-END FUND MEMBERS NO. 29-91 OPERATIONS MEMBERS NO. 19-91 PENSION MEMBERS NO. 26-91 TAX MEMBERS NO. 27-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 33-91 UNIT INVESTMENT TRUST COMMITTEE NO. 27-91 RE: INTERNAL REVENUE...

July 15, 1991 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 18-91 CLOSED-END FUND MEMBERS NO. 28-91 OPERATIONS MEMBERS NO. 18-91 PENSION MEMBERS NO. 25-91 TAX MEMBERS NO. 26-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 32-91 UNIT INVESTMENT TRUST COMMITTEE NO. 26-91 RE: INTERNAL REVENUE SERVICE...

June 25, 1991 TO: TAX COMMITTEE NO. 20-91 OPERATIONS COMMITTEE NO. 21-91 ACCOUNTING/TREASURERS COMMITTEE NO. 14-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 31-91 RE: BILL INTRODUCED TO REPEAL 30 PERCENT TEST, PROVIDE SHAREHOLDER BASIS REPORTING AND CLARIFY TREATMENT OF REIMBURSED...

June 24, 1991 TO: OPERATIONS COMMITTEE NO. 20-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 30-91 RE: SCHEME INVOLVING FRAUDULENT ENDORSEMENTS ON THIRD PARTY CHECKS __________________________________________________________ We have recently been made aware of the existence of a scheme...

June 19, 1991 TO: TAX MEMBERS NO. 20-91 OPERATIONS MEMBERS NO. 14-91 CLOSED-END FUND MEMBERS NO. 26-91 UNIT INVESTMENT TRUST MEMBERS NO. 24-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 29-91 RE: IRS NEWS RELEASE ON SCHEDULE FOR 1989 INFORMATION RETURN PENALTY NOTICES _____________________...

June 14, 1991 TO: BROKER/DEALER ADVISORY COMMITTEE NO. 21-91 INSURANCE BROKER-DEALER ADVISORY COMMITTEE NO. 6-91 OPERATIONS COMMITTEE NO. 19-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 28-91 RE: PROPOSED REGULATIONS ON REPORTING OF TRANSACTIONS INVOLVING MONETARY INSTRUMENTS OF UNDER $10...

June 11, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 27-91 RE: MEETING AGENDA - JUNE 19, 1991 __________________________________________________________ Attached is the agenda for the Transfer Agent Advisory Committee meeting starting at 8:30 a.m. on June 19, 1991 at the Bostonian...

June 4, 1991 TO: PENSION MEMBERS NO. 21-91 OPERATIONS MEMBERS NO. 13-91 INVESTMENT ADVISER MEMBERS NO. 21-91 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 21-91 TAX MEMBERS NO. 18-91 ACCOUNTING/TREASURERS MEMBERS NO. 13-91 MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 9-91 MEMBERS - ONE PER...