Video Series:
Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting. What does this mean for all filers? Explore the complete video playlist below.
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Confluence recently hosted a webinar ─ Unpacking SEC Amendments to Form PF Sections 1 & 2 ─ where our subject matter experts explained the changes required for all filers and large hedge funds advisers who will need to undertake a holistic review of their Form PF preparation processes efficiently and accurately.
To help you understand what the changes are, we curated a video playlist highlighting the key takeaways from our webinar. Explore the complete video playlist below.
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Overview of the Form PF Changes
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What will a Fund Structure look like under the new-look Form PF?
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Challenges impacting Fund Structure reporting
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Investment exposure reporting for a qualifying hedge fund
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Counterparty Exposure - Reporting Challenges under Form PF
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Operational Readiness Timeline
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Get ready - under 6 months to go!
Related Resources
Updates to Form PF: Sections 1 and 2
The SEC’s latest changes to Form PF are here, and they’re shaking things up in a major way for US private fund advisors.