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IAA and Trades Request Extension of Compliance Date for Form PF Amendments
The IAA and other trade associations file letter urging the SEC and CTFC to provide an extension of the March 12, 2025 compliance date for the amendments to Form PF.
December 13, 2024
Recent Amendments to Form PF (PowerPoint)
PowerPoint presentation of SEC’s February 2024 amendments to Form PF (Joint with CFTC), by Alyssa Clough Horton, Counsel & Colleen B. Meyer, Counsel, Ropes & Gray LLP.
December 05, 2024
SEC and CFTC Adopt Significant Amendments to Form PF
PowerPoint presentation of SEC’s February 2024 amendments to Form PF (Joint with CFTC), by Michael Didiuk, partner, and Malik Rollins, special counsel, at Schulte Roth & Zabel LLP.
July 11, 2024
SEC and CFTC Finalize Amendments to Form PF: What You Need To Know
Powerpoint presentation of joint SEC/CFTC February 2024 amendments to Form PF by Christine M. Lombardo, John J. O’Brien, Christine Ayako Schleppegrell, and Sarah V. Riddell of Morgan Lewis.
February 20, 2024
SEC and CFTC Adopt Amendments to Form PF
A discussion of the joint SEC/CFTC February 2024 amendments to Form PF by Christine Ayako Schleppegrell, Christine M. Lombardo, John J. O’Brien, Audrey A. Jeung, Sarah V. Riddell, and Richard Roman of Morgan Lewis.
February 20, 2024
SEC Adopts Form PF Amendments to Require New Current and Quarterly Reporting
The summary discusses amendments to Form PF adopted by the in May 2023 for new current reporting (new Sections 5 and 6) and amended large private equity fund reporting (Section 4).
June 28, 2023
Form PF Amendments: IAA Form PF Working Group Presentation
IAA slide deck describing new Form PF amendments adopted by the SEC on May 3, 2023, that require: (i) Current Reporting for Large Hedge Fund Advisers; (ii) Quarterly Reporting for All Private Equity Fund Advisers; and (iii) Amended Annual Large Private Equity Fund Advisers.
May 17, 2023
This article discusses certain U.S. reporting and compliance obligations for advisers and private funds.
March 21, 2023
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