MFA President and CEO Bryan Corbett issued the following statement in support of the Securities and Exchange Commission’s (SEC) and Commodity Futures Trading Commission’s (CFTC) decision to extend the compliance date for the amended Form PF by one year:

“The alternative asset management industry thanks the SEC and CFTC for their pragmatic decision to grant a one-year extension of the amended Form PF compliance date. The extension will improve data quality and give regulators time to reassess whether the rule aligns with its statutory purpose. MFA looks forward to working with the Commissions to ensure Form PF provides information necessary for FSOC to assess systemic risk without imposing unnecessary compliance costs.”  — Bryan Corbett, MFA President and CEO  

Source: MFA

The Securities and Exchange Commission (SEC) has voted to extend the compliance date for the pending Form PF changes from 01 October 2025 until 01 October 2026.

Jiří Król, Deputy CEO, Global Head of Government Affairs of AIMA, said: “AIMA welcomes the extension of the Form PF compliance date. The additional time provides an important opportunity to consider a more proportionate version of the Form. We have put forward a concrete proposal to streamline the requirements and remain committed to achieving a framework that meets both regulatory and industry needs in an efficient manner.”

On background:

The SEC has also signalled its willingness to further review Form PF to ensure that they are asking for only the information that is necessary to meet the regulatory objective of systemic risk monitoring.

AIMA, the world’s largest membership association for alternative investment managers, has repeatedly emphasised its view that a further reconsideration of Form PF, considering its intended purpose, would be desirable. AIMA  welcomes the opportunity to engage with the SEC and its staff on its further review of the scope of Form PF.

Source: AIMA

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.

The Commissions extended the compliance date to Oct. 1, 2026.

The Form PF amendments were adopted in February 2024 and the original compliance date was March 12, 2025. The compliance date was previously extended to June 12 and then October 1, but this further extension will provide time to complete a substantive review of Form PF in accordance with a Presidential Memorandum and take any further appropriate actions, which may include proposing new amendments to Form PF.

Source: SEC