J.P. MORGAN CHASE BANK, N.A. for J P MORGAN CHASE BANK N A

Taxation/Internal Revenue Code TAX

HR 749 - Discuss proposals to extend the active finance exception to Subpart F; Discuss the issue of corporate tax reform;

Contacted: Defense, Dept of (DOD); Labor, Dept of (DOL); Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; State, Dept of (DOS); Natl Economic Council (NEC); SENATE; Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); Treasury, Dept of; U.S. Trade Representative (USTR); White House Office

Bills named: H.R. 749 (112th)

Environment/Superfund ENV

Discuss renewable and fossil engergy policy and markets.

Contacted: Natl Economic Council (NEC); Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); State, Dept of (DOS); Federal Reserve System; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Defense, Dept of (DOD); Commerce, Dept of (DOC); Treasury, Dept of; SENATE; White House Office; U.S. Trade Representative (USTR)

Budget/Appropriations BUD

Discuss potential market implications of a technical default.

Contacted: Treasury, Dept of; State, Dept of (DOS); Labor, Dept of (DOL); Commerce, Dept of (DOC); Federal Reserve System; HOUSE OF REPRESENTATIVES; Defense, Dept of (DOD); White House Office; U.S. Trade Representative (USTR); SENATE; Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); Natl Economic Council (NEC); Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC)

Copyright/Patent/Trademark CPT

HR 1249, S 23 - promote legislation that will reform the U.S. patent system.

Contacted: White House Office; SENATE; Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Office of the Comptroller of the Currency (OCC); Defense, Dept of (DOD); State, Dept of (DOS); Commerce, Dept of (DOC); Federal Reserve System; Natl Economic Council (NEC); U.S. Trade Representative (USTR); Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC)

Bills named: H.R. 1249 (112th)

Trade (domestic/foreign) TRD

Discuss issues of cross-border market access and free trade agreeements.

Contacted: Federal Deposit Insurance Corporation (FDIC); White House Office; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Natl Economic Council (NEC); SENATE; Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Federal Reserve System; Commerce, Dept of (DOC); Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Defense, Dept of (DOD); State, Dept of (DOS)

Banking BAN

S 489 & S 170 - Discuss home mortgage loan modifications, foreclosures, servicing, and refinancing; HR 1081 & S 575 - Discuss legislation to regulate the market for payment card transaction fees; S 968 - Discuss PROTECT IP and Business Cards; Discuss rulemakings on fiduciary standard for broker-dealers and investment advisers; Discuss compliance with the Servicemembers Civil Relief Act.

Contacted: Defense, Dept of (DOD); Labor, Dept of (DOL); Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Federal Reserve System; HOUSE OF REPRESENTATIVES; White House Office; SENATE; U.S. Trade Representative (USTR); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); Natl Economic Council (NEC); Commerce, Dept of (DOC); State, Dept of (DOS)

Bills named: H.R. 1081 (112th)

Financial Institutions/Investments/Securities FIN

HR 940 - Discuss the implications of GSE reform and other changes to the housing finance market; Discuss implementation of the Dodd-Frank Act; Discuss dynamics in the commodities markets; Discussed implementation of SEC Whistleblower rules; Discuss proposals related to regulation of the mutual fund industry and money market funds; Discuss the potential impact of new capital requirements.

Contacted: Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Defense, Dept of (DOD); Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; White House Office; State, Dept of (DOS); Treasury, Dept of; Labor, Dept of (DOL); U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); SENATE; Natl Economic Council (NEC); Commerce, Dept of (DOC)

Bills named: H.R. 940 (112th)

Retirement RET

Discuss the impact of proposed changes to the provision of investment advice, fee disclosure, an index fund mandate, and target date funds.

Contacted: Defense, Dept of (DOD); Treasury, Dept of; Labor, Dept of (DOL); SENATE; Commerce, Dept of (DOC); Federal Reserve System; White House Office; U.S. Trade Representative (USTR); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; State, Dept of (DOS); Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Natl Economic Council (NEC); Office of the Comptroller of the Currency (OCC)