Form PF Gets Another Extension, to Oct. 1, 2026
The SEC and CFTC further extended the Form PF compliance date to October 1, 2026; SEC staff continuing its comprehensive review of the entire form, as directed by SEC Chairman Paul Atkins in June 2025.
September 17, 2025
SEC and CFTC Further Extend Form PF Compliance Date to October 1, 2025
After multiple IAA requests, the SEC and CFTC further extended the Form PF compliance date to October 1, 2025; SEC Chairman directs comprehensive review of the entire form.
June 13, 2025
SEC Adopts Money Market Fund Rule Without Swing Pricing
The SEC amends money market fund rule to remove redemption gates and increase minimum portfolio liquidity requirements; does not require swing pricing but requires new liquidity fee for institutional prime and institutional tax-exempt money market funds.
July 21, 2023
SEC Adopts Amendments to Form PF
The SEC adopted amendments to Form PF to require new current reporting for large hedge fund advisers, new quarterly event reporting for private equity fund advisers, and new data for large private equity fund advisers.
May 03, 2023
The IAA and other trade associations call for an extension of the comment period for the joint SEC-CFTC Form PF proposal to allow for meaningful stakeholder input.
September 20, 2022
SEC and CFTC jointly proposed substantial changes to Form PF for all private fund advisers and large hedge fund advisers.
August 22, 2022
IAA Urges SEC To Reconsider One-Day Reporting for Private Fund Advisers
The IAA calls on the SEC to substantially amend its proposal to require current reporting of events on Form PF and refrain from defining “digital assets.”
March 29, 2022
IAA, Others Object to Comment Deadlines for SEC Private Fund Proposals
The IAA joins other trade associations to urge the SEC to extend comment periods for the private fund proposals.
March 02, 2022
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