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IAA Supports Form PF Proposal to Raise Filing Thresholds, Recommends Tailored Improvements
The IAA supports Form PF proposal to raise filing thresholds and reduce certain reporting obligations. We also recommend further changes to ensure effective reporting and reduction of burdens on private fund advisers.
June 23, 2026
“Are Your Valuations Board-Ready?” — Private Credit Valuation and Independent Testing Checklist
This checklist by ACA includes core components of valuation framework for private credit for board, investor, auditor, and regulatory expectations.
April 30, 2026
Client Memo from Paul Weiss on SEC/CFTC April 2026 proposed amendments to Form PF.
April 24, 2026
SEC Action Extends Form PF Filing Deadline, Further Extensions May Follow
Memo by Roseanne Harford of ACA covering the SEC’s June 11, 2025, compliance date delay for the Feb. 2024 amendments to Form PF.
July 11, 2025
Form PF Amendments – Presentation by AQ Metrics
PowerPoint on the SEC/CFTC February 2024 amendments to Form PF by AQ Metrics.
July 08, 2025
IAA Supports Form PF Compliance Date Extension
The IAA urges the SEC to issue another extension of the compliance date for the 2024 Form PF amendments.
June 10, 2025
SEC and CFTC Prepare to Implement Form PF Amendments for June 12, 2025, Compliance Date
Memo by Willkie Farr & Gallagher LLP covering the Feb. 2024 amendments to Form PF.
May 21, 2025
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
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