Form PF Reporting
With our automated, end-to-end Form PF reporting solution, backed by decades of dedicated regulatory expertise, SS&C can help you meet your Form PF obligation on time, at a lower cost and with far less burden on your internal resources.
Comply With Confidence
Leave the complexities of Form PF report preparation to us so you have more time for review and final approval.
Blog
SEC Proposed Form PF Changes: How to Prepare for 2023
Over the past year, the SEC has proposed changes to Form PF, the confidential reporting form for advisors to private funds. Managers should act now to achieve basic testing on time. Learn how to prepare for the coming Form PF changes.
Brochure
Ease the Pain of Form PF Compliance
Proposed Form PF changes at a glance understanding the complete rewrite of the form’s questions and regulatory reporting requirements and burdens
eBook
5 Things to Do to Prepare for the SEC’s Enhanced Form PF Rules
Learn about SEC’s new Form PF Reporting requirements and how they will impact private equity firms, plus 5 things you can do now to get prepared.
A Comprehensive Solution
SS&C’s Form PF solution includes explanation of data required, data mapping and aggregation, production of reports for review, and direct filing with SEC. Our experts prepare the report for your review and approval.
Free your in-house staff and resources
Reduce the burden of regulatory research, data mapping, aggregation and normalization, report production and filing
Leverage our expertise
Our regulatory professionals understand the SEC requirements and what they mean to fund managers
Reduce your compliance risk
Ensure thorough, accurate and on-time reporting
Reduce your cost of compliance
Avoid having to invest in additional staff and in-house systems
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