Video Series:

Form PF Amendments – Sections 1 & 2

The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting. Explore the complete video playlist below.

Contact us today for a demo of our Form PF Reporting platform

Confluence recently hosted a webinar ─ Unpacking SEC Amendments to Form PF Sections 1 & 2 ─ where our subject matter experts explained the changes required for all filers and large hedge funds advisers who will need to undertake a holistic review of their Form PF preparation processes efficiently and accurately.

To help you understand what the changes are, we curated a video playlist highlighting the key takeaways from our webinar. Explore the complete video playlist below.

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  • Webinar

    Overview of the Form PF Changes

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    What will a Fund Structure look like under the new-look Form PF?

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    Challenges impacting Fund Structure reporting

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    Investment exposure reporting for a qualifying hedge fund

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    Counterparty Exposure - Reporting Challenges under Form PF

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    Operational Readiness Timeline

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    Get ready - under 12 months to go!

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