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Fact Sheet

Summary of Key Money Market Fund Regulatory Requirements

This chart summarizes the regulatory requirements for money market funds that are effective as of...

Comment Letter

Letter to IRS and Treasury Regarding Tax Treatment of Liquidity Fees (pdf)

Comment Letter

ICI Submits Comment Letter to SEC on Proposed FINRA Rule Change Relating to the Reporting of U.S. Tr...

Comment Letter

Letter to IRS Withdrawing Request for Guidance Permitting Tax-Free Reorganizations by Money Market F...

Comment Letter

Letter to IRS on Money Market Funds and Variable Insurance Products (pdf)

White Paper

Event Processing Assumptions and Considerations (pdf)

White Paper

Floating NAV Intraday NAV Strike Considerations (pdf)

White Paper

High-Level Process Flow: Intraday Floating NAVs (pdf)

Comment Letter

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Resources

Summary of Key Money Market Fund Regulatory Requirements

Letter to IRS and Treasury Regarding Tax Treatment of Liquidity Fees (pdf)

ICI Submits Comment Letter to SEC on Proposed FINRA Rule Change Relating to the Reporting of U.S. Tr...

Letter to IRS Withdrawing Request for Guidance Permitting Tax-Free Reorganizations by Money Market F...

Letter to IRS on Money Market Funds and Variable Insurance Products (pdf)

Event Processing Assumptions and Considerations (pdf)

Floating NAV Intraday NAV Strike Considerations (pdf)

High-Level Process Flow: Intraday Floating NAVs (pdf)

ICI Letter to IRS on Adviser Contributions to Money Market Funds (pdf)