Form PF Reporting

Comply With Confidence

With our sophisticated, end-to-end Form PF reporting solution, backed by decades of dedicated regulatory expertise, SS&C can help you meet your Form PF obligation on time, at a lower cost and with far less burden on your internal resources.

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Blog

SEC Proposed Form PF Changes: How to Prepare for 2023

Over the past year, the SEC has proposed changes to Form PF, the confidential reporting form for advisors to private funds. Managers should act now to achieve basic testing on time. Learn how to prepare for the coming Form PF changes.

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Brochure

SS&C Regulatory & Analytics Solutions Form PF Reporting Addressing Expanded Requirements

Proposed Form PF changes at a glance understanding the complete rewrite of the form’s questions and regulatory reporting requirements and burdens

Webinar

AIMA Fund Manager Briefing - SEC Proposed Form PF Changes: Are You Prepared for 2023?

Manage proposed changes in-house or outsourced; Timeliness of preparations and contingency planning; Ensure relevant teams are aware of details/changes.

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A Comprehensive Solution

SS&C’s Form PF solution includes explanation of data required, data mapping and aggregation, production of reports for review, and direct filing with SEC. Our experts prepare the report for your review and approval.

Free your in-house staff and resources

Reduce the burden of regulatory research, data mapping, aggregation and normalization, report production and filing

Leverage our expertise

Our regulatory professionals understand the SEC requirements and what they mean to fund managers

Reduce your compliance risk

Ensure thorough, accurate and on-time reporting

Reduce your cost of compliance

Avoid having to invest in additional staff and in-house systems

Form PF Reporting

Our automated Form PF reporting solution and services is flexible to meet the SEC’s proposed expanded reporting requirements.