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BLOGS. February 29, 2024

Preparing for Form PF Changes as SEC & CFTC Adopt Amendments

The U.S. Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC), on February 8, 2024, jointly adopted amendments to Form PF. The SEC and CFTC had originally proposed these amendments on August 10, 2022. Many of the proposed amendments have been adopted and will expand the reporting requirements, making the form significantly more complex for hedge fund and liquidity fund advisors. The effective and compliance date will be 12 months from the date the rule is published in the Federal Register.

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