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Form PF 2026: Amendments, Impact, and What to Fix Now

Speakers:

Anurag Awasthi

Product Manager, Indus Valley Partners

Shria Pandey

Associate Director, Indus Valley Partners

Wednesday, March 11th 2026 | 11:00 AM ET

With the SEC and CFTC’s final amendments now set in stone and the FINRA XML schema officially locked as of March 2nd, the window for guesswork has closed. Buy-side firms must now pivot from interpretation to implementation, ensuring their data structures align perfectly with the new production requirements.
In this on-demand session, IVP regulatory experts Anurag Awasthi and Shria Pandey break down the final Form PF schema. They share exclusive insights into the common validation errors and data gaps uncovered during the latest round of QA testing, and provide a roadmap for compliance, operations, and reporting teams to follow before the October 1, 2026 compliance deadline.

Agenda:

  • Final Form PF Analysis: Reviewing the amendments and material changes since January.
  • The XML Lock-in: Understanding why validation rules leave no room for manual adjustments.
  • Testing Insights: Real-world data gaps and “problem areas” identified during QA.
  • Operational Readiness: How to align your teams and tech stack for the October deadline.
  • Expert Q&A: Addressing the most pressing concerns from the live buy-side audience.

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