UPCOMING WEBINAR · March 12th
Form PF Amendments: What Fund Advisers Need to Know
A practical briefing on the 2023 Form PF amendments — current reporting triggers, enhanced disclosure requirements, and how to update your compliance program.
About This Webinar
The SEC's 2023 amendments to Form PF represent the most significant changes to the form since its introduction under Dodd-Frank. The amendments introduced current reporting requirements for qualifying events, expanded Section 2 for large hedge fund advisers, and revised Section 4 for private equity fund advisers.
In this compliance briefing, the Equiforte team will walk through what changed, what it means operationally, and how to build a compliance program that meets the new requirements without creating unsustainable manual processes.
What We'll Cover
- Overview of the 2023 Form PF amendments — what changed and for whom
- Current reporting requirements: the qualifying events that trigger 72-hour and 1-business-day filings for hedge fund and PE fund advisers
- Enhanced Section 2 requirements for large hedge fund advisers
- Revised Section 4 requirements for private equity fund advisers
- Building an operational program for current reporting — monitoring, escalation, and filing workflows
- Technology approaches for maintaining the data layer Form PF requires
- Live Q&A with the Equiforte compliance team
Who Should Attend
Compliance Officers
Compliance professionals responsible for Form PF filing programs at SEC-registered investment advisers.
CFOs and Controllers
Finance leaders who own the data and filing processes that support Form PF compliance.
Legal Counsel
In-house and outside counsel advising private fund clients on SEC regulatory compliance.
Register for This Webinar
Free to attend. All registered attendees receive a recording if they cannot join live.
Automate Your Form PF Data Preparation
Equiforte maintains the structured data layer Form PF requires — so every filing is a review, not a reconstruction.