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 to Oct. 1, 2026

The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) have voted to extend the compliance date for investment advisers to report under amended Form PF. The confidential reporting form is used by private fund advisers with over $1 billion in assets under management.

What's Changing

The original compliance deadline was set for July 1, 2025, but has now been extended to October 1, 2026. This move aims to provide additional time for investment advisers to adapt to the changes.

Why It Matters

This extension affects investment advisers operating in the U.S. and may impact their operations. However, its direct implications on retail investors are limited.

Risk Assessment

Risk Level: High Credibility: High Warning for Readers: This development may impact investment advisers' operations, but its direct implications on retail investors are limited.

Staying Ready

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Risk Assessment

Risk level: high

Investor note: This development may impact investment advisers' operations, but its direct implications on retail investors are limited.

Related Tools for Serious Investors

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