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Form PF Working Group

The Form PF Working Group provides a forum for IAA members to share implementation, operational, and interpretive concerns and questions related to the new Form PF amendments. The group will also help the IAA develop requests for guidance or clarification from SEC and CFTC staff, if needed.

Meeting Frequency:  Ad hoc meetings

See Other Member Groups

IAA Staff Liaison

Monique Botkin
Associate General Counsel

We encourage all members to participate in our Committees, Working Groups, and Forums.

To join a group’s online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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