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

Retirement RET

HR 2989, HR 2779 - discuss the impact of proposed changes to the provision of investment advice, fee disclosure, an index fund mandate, and target date funds.

Contacted: Commerce, Dept of (DOC); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; State, Dept of (DOS); SENATE; Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); Treasury, Dept of

Bills named: H.R. 2989 (111th), H.R. 2779 (111th)

Banking BAN

HR 2695, S 3217, HR 4173 - discuss legislation to regulate the market for payment card transaction fees; HR 4173 - discuss impact of changes to the premium assessment base; Discuss industry's efforts to modify home mortgage loans; Discuss policies to spur lending to small business.

Contacted: HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Commerce, Dept of (DOC); State, Dept of (DOS); Treasury, Dept of; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); SENATE; Federal Deposit Insurance Corporation (FDIC)

Bills named: H.R. 4173 (111th), H.R. 2695 (111th)

Trade (domestic/foreign) TRD

S 3134 - discuss the issue of currency valuation; Discuss various proposals related to the application of privacy laws within the context of the Asian Pacific Economic Cooperation; Discuss the issue of cross-border market access.

Contacted: SENATE; U.S. Trade Representative (USTR); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC)

Financial Institutions/Investments/Securities FIN

HR 4173, S 3217 - discuss proposals for comprehensive reform of market regulation to address recent market turmoil; S 3217 - discuss the value and use of derivatives to hedge risk; Discuss position limits and hedge exemptions with the CFTC; Discuss secured lending practices with Members of Congress and agency officials; Discuss short selling practices with Members of Congress and agency officials; HR 4884 - discuss proposal for regulatory oversight of covered bonds.

Contacted: State, Dept of (DOS); Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Commerce, Dept of (DOC); Treasury, Dept of

Bills named: H.R. 4173 (111th), H.R. 4884 (111th)

Taxation/Internal Revenue Code TAX

HR 1944 - discuss proposal to extend active finance exception to Subpart F of the Internal Revenue Code, which requires current taxation of income earned overseas; Discuss the impact of proposed changes to the rules for deferral of taxation of income earned overseas; Discuss the impact of proposals to impose a tax on financial transactions; S 2994, SA 3342 - discuss the impact of a proposal to impose a surtax on compensation; Discuss potential design and impact of proposals to impose a new tax on the financial services industry; HR 4213 - discuss the impact of proposals to limit the use of foreign tax credits; HR 4213 - discuss the impact of proposed source rules for income on guarantees related to derivatives; Discuss the design and potential impact of proposed regulations related to the Foreign Account Tax Compliance Act.

Contacted: SENATE; Commerce, Dept of (DOC); Federal Deposit Insurance Corporation (FDIC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; State, Dept of (DOS); Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR)

Bills named: H.R. 1944 (111th), H.R. 4213 (111th)

Housing HOU

HR 5003, HR 5017 - discuss the USDA rural housing loan program.

Contacted: Commerce, Dept of (DOC); Federal Deposit Insurance Corporation (FDIC); U.S. Trade Representative (USTR); SENATE; Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; State, Dept of (DOS); Securities & Exchange Commission (SEC)

Bills named: H.R. 5017 (111th), H.R. 5003 (111th)

Environment/Superfund ENV

HR 2454 - discuss aspects of a proposed "cap & trade" regime to reduce the emission of green house gasses; HR 2454, S 1462 - discuss the creation of a federally chartered financial institution to encourage renewable energy and energy efficiency; S 2995 - discuss revisions to sulfer dioxide trading program.

Contacted: HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Federal Deposit Insurance Corporation (FDIC); SENATE; Securities & Exchange Commission (SEC); Commerce, Dept of (DOC); Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Treasury, Dept of

Bills named: H.R. 2454 (111th)