Wednesday, March 11th 2026 | 11:00 AM ET
Form PF’s new amendments is approaching its final phase, and the structure is now locked. The SEC and CFTC extended the compliance deadline to October 1, 2026. But the real shift is already in motion.
FINRA has released the amended Form PF XML, testing is underway, and the final schema will be locked on March 2. After that, no further changes or fixes will be allowed.
This webinar takes place within 10 days of the lock-in, giving buy-side firms a clear view of what Form PF will require in production and the structure you’ll actually file.
Join Anurag Awasthi and Shria Pandey from Indus Valley Partners for a focused walkthrough of the final Form PF XML, including what has changed from earlier releases and where firms are running into problems during testing.
What we’ll cover:
- Final Form PF amendments and changes since January
- Where validation rules tighten and manual adjustments stop working.
- Data gaps firms are uncovering during QA testing
- How to prepare reporting, operations, and compliance teams for the October deadline
- Live Q&A with IVP regulatory and product experts
Host
Anurag Awasthi
Product Manager, Indus Valley Partners
Shria Pandey
Associate Director, Indus Valley Partners