ICI Webinar Regarding the Summary Prospectus Rule and Related Amendments to Form N-1A

The ICI conducted a webinar February 12, 2009, on the Summary Prospectus rule and related amendments to Form N-1A. Below are materials from that webinar for your reference.

WEBINAR MATERIALS

WEBINAR INFO

The webinar provided a summary of the mandatory changes to Form N-1A and the requirements associated with voluntary use of the Summary Prospectus. The program included:

Opening remarks by Paul Schott Stevens, President and CEO, Investment Company Institute
Background information and an overview of the rule amendments
- Required Summary Section of the Statutory Prospectus
- Optional Summary Prospectus
Legal considerations regarding use of a Summary Prospectus as an offering document
Implementation issues and challenges with respect to technology and working with intermediaries
Operational considerations
Other implementation considerations

PANELISTS

Mara Shreck, ICI, Moderator
Martin Burns, ICI
Lee Butler, ICI
Amy Doberman, Morgan Stanley
Ruth Epstein, Dechert LLP
Kathleen Joaquin, ICI
David Maher, Fidelity Investments
Michael McNeill, Putnam Investments
Susan Nash, U.S. Securities and Exchange Commission
Nino Palermo, American Funds Service Company
Frances Stadler, ICI
Daniel Steiner, ICI Mutual Insurance Company
Paul Schott Stevens, ICI