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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
Update on BDCs and Registered Closed-End Funds
PowerPoint presentation of background and legal and regulatory considerations on BDCs and Closed-End Funds, by Bill Bielefeld, Jon Gaines, and Nadeea Zakaria of Dechert LLP.
August 22, 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
Form PF Changes (Akin’s Redline of February 2024 Amendments)
April 01, 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
Frequently Asked Questions (FAQs) on Form PF as of December 7, 2023
The IAA's FAQs on the SEC’s May 2023 amendments to Form PF for current reporting.
February 01, 2024
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