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Financial system / Depository Trust & Clearing Corporation / Managed account / Security / ACT / U.S. Securities and Exchange Commission / Securities Exchange Act / Separately managed account / Financial adviser / Financial economics / Investment / Finance


ALSTON&BIRD LLP 601 Pennsylvania Avenue, N.W. North Building, 10“’ Floor Washington, DC[removed][removed]
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Document Date: 2003-06-12 14:28:04


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City

New York / Norcross / N.W. North Building / /

Company

APL / Technical Working Group / CheckFree Corporation / Depository Trust Corporation / Laura E. Binion General Counsel CheckFree Corporation / The Depository Trust Clearing Corporation / Carol A. Jameson National Securities Clearing Corporation / National Securities Clearing Corporation / Atlantic Center Bank of America Plaza / ALSTON&BIRD LLP / /

Currency

USD / /

Event

Product Issues / /

Facility

N.W. North Building / CheckFree’s headquarters / The Money Management Institute / /

/

IndustryTerm

investment advisory services / financial products / data-sharing services / information services / portfolio management systems / insurance / portfolio management services / electronic payment processing / decision support tools / work product / financial electronic commerce products / tlhe services / standards and protocol / communications protocols / portfolio management / investment products / straight-through processing / tax lot accounting / investment product information services / iJnformation services / portfolio systems / proposed new services / /

Organization

Money Management Institute / MMI’s Technology and Operations Subcommittee for Data Standards / Separately Managed Account Service / Beechleaf Court / US Securities and Exchange Commission / US Federal Reserve / Securities and Exchange Commission / /

Person

Margaret A. Sheehan / /

/

Position

pilot period / Katz Secretary / /

Product

Rule 59 services / MMTIStandards / justification / Rule 59 / /

ProgrammingLanguage

EC / DC / /

ProvinceOrState

New York / Georgia / /

RadioStation

Katz / /

Technology

communications protocols / existing technology / open protocol / /

URL

www.alston.corn / http /

SocialTag