Form PF in Focus: Navigating the New Filing Landscape

Speakers:

Anurag Awasthi

Product Manager, Indus Valley Partners

Shria Pandey

Associate Director, Indus Valley Partners

The SEC’s Form PF amendments have introduced new reporting thresholds, deeper disclosures, and tighter filing timelines for private fund managers. These changes affect more than just compliance teams they also impact data operations, investor relations, and fund governance.
Although the compliance deadline has been extended to October 1, 2025, the relief is temporary. Firms still need to interpret the rules, adapt their processes, and make sure filings are audit-ready well ahead of time.
In this on-demand webinar, IVP regulatory experts break down the most critical areas of the updates and share actionable strategies drawn from more than 50 fund implementations.

Watch the session to explore:

  • Key market factors and changes affecting fund exposure reporting
  • The impact of Form PF amendments on reporting requirements
  • Best practices for meeting SEC compliance in an evolving regulatory environment
  • Insights from regulatory and product specialists during a live Q&A

Regulatory Reporting

Maximize regulatory reporting efficiency with automation. This solution handles regulatory filings, manages threshold breach disclosures, and integrates seamlessly with enterprise systems and fund admins.

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