Date: September 6, 2024 2024 Year-End Tax Reporting – Secondary Layout of Reporting Information (xlsx)
Date: September 6, 2024 2024 Year-End Tax Reporting – Instructions for the Foreign (NRA) Layout (pdf)
Date: September 3, 2024 ICI Comment Letter on FinCEN Proposal to Modernize AML/CFT Program Requirements for Mutual Fund
