Publications

NICSA White Papers

Best practice guides from NICSA Committees.

 

Click here for a complete list.

NICSA Transfer Agent Compliance Guide

Everything you need to know about the compliance rules affecting transfer agents.

 

Click here for more information.

The Fund Industry: How Your Money is Managed

The definitive text on the fund industry by Robert Pozen, former Chair of MFS, and Theresa Hamacher, President of NICSA.

 

Click here for more information.

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Upcoming Events


  • Rule 30e-3: Best Practices for Notice, Access & E-Delivery

    November 28, 2018 | 2:00pm - 3:00pm

    More info coming soon.....

  • Global Trends in Compliance

    December 5, 2018 | 2:00pm - 3:00pm

    More info coming soon...

  • AI Trends with Traction

    December 12, 2018 | 10:00am - 11:00am

    More info coming soon.....

  • Fund Intelligence Fund Leaders Summit

    September 13, 2018 | Boston
    October 18, 2018 | Chicago
    November 6, 2018 | San Francisco

  • US Fund Technology Leaders Summit 2018

    November 15, 2018 | New York

  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)

    April 3-5, 2019 | Ponte Vedra Beach, FL

  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL