Automating Form PF Section 5 and 6 Reporting

Asset managers are grappling with the daunting task of reporting specific trigger events to the SEC within a 72-hour window, which is a significant departure from previous Form PF reporting timelines. Specific challenges include aggregating data efficiently from diverse sources and calculating triggers precisely.

In this webinar, Indus Valley Partners’ subject matter experts discuss how IVP Regulatory Reporting Solution can streamline Form PF Section 5 and 6 reporting. Discover automated data aggregation, analysis, DQM checks, and event breach calculations. Get your Form PF questions answered and find practical solutions for efficient compliance.

The webinar discover about –

• Understand the recent changes to Form PF Sections 5 and 6
• Learn the data requirements for Form PF Sections 5 and 6
• Identify common challenges in implementation and breach monitoring
• Discover how automation can enable faster, more accurate reporting
• Explore ways to enhance the Form PF reporting process