SEC and CFTC Extend Form PF Compliance Date to Oct. 1, 2026

SEC and CFTC Extend Form PF Compliance Date to Oct. 1, 2026

The Securities and Exchange Commission and U.S. Commodity Futures Trading Commission each voted to further extend the date for investment advisers to comply with amendments to Form PF, the confidential reporting form used by certain private fund advisers…

SEC and CFTC Extend Form PF Compliance Date

The Securities and Exchange Commission and the U.S. Commodity Futures Trading Commission have extended the deadline for investment advisers to comply with amendments to Form PF, a confidential reporting form used by private fund advisers.

The vote marks the latest development in a series of extensions aimed at giving advisers more time to adapt to the updated requirements.

What's Changing?

  • The new deadline for compliance is October 1, 2026
  • Investment advisers must review and update their reporting procedures to meet the revised Form PF standards
  • This will impact private fund advisers who currently use Form PF to report on their activities

Risk Assessment

We assess this development as having a high risk level, given the significant implications for investment advisers and the need for timely compliance.

Investment advisers should review updated Form PF requirements to ensure compliance by the new deadline.

Staying Ready

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The extension aims to give investment advisers more time to adapt to the revised Form PF standards, which require increased transparency and reporting on private fund activities.

Risk Assessment

Risk level: high

Investor note: Investment advisers should review updated Form PF requirements to ensure compliance by the new deadline.

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