Form PF Readiness: What Our Polls Reveal About Industry Gaps

During a recent webinar, “Form PF in Focus: Navigating the New Filing Landscape,” we asked attendees a few quick questions to understand how buy-side firms are handling current Form PF filing requirements as well as how prepared they feel to comply with the upcoming amendments. The responses tell an important story about the industry’s current state.

Why This Matters

Form PF is becoming more detailed and more frequent. Relying on manual or even semi-automated processes will inevitably increase the risk of errors, slow turnaround, and expose firms to regulatory risk. The poll results make one thing clear: automation is no longer optional.

How the IVP Regulatory Reporting Solution Helps

The IVP Regulatory Reporting Solution is built for exactly these kinds of challenges. Here’s how it closes the gaps we saw in the poll results:

• Automation-first: Automation eliminates dependence on Excel pivots by standardizing and automating Form PF workflows end-to-end.
• Adaptability: The solution is continuously updated to accommodate new amendments, giving firms confidence that filings remain compliant.
• Data integrity and control: Centralized data management ensures accuracy and provides full audit trails.
• Efficiency at scale: What once took days in spreadsheets can now be completed in hours, freeing compliance teams to focus on higher-value tasks.

For firms still operating in manual or semi-automated setups, the upcoming Form PF amendments will test the limits of these traditional workflows. Keep in mind, however, that a shift to automation isn’t just about efficiency—it’s about improving regulatory resilience.

For more details, watch our webinar, “Form PF in Focus: Navigating the New Filing Landscape,” to understand key changes, compliance deadlines, and strategies from IVP regulatory compliance experts.

You can also learn more about the IVP Regulatory Reporting Solution or contact us at sales@ivp.in to schedule a live or online demo.