PF News

2015 Q1 Form PF Deadline

We'd like to remind quarterly hedge fund Form PF filers that the reporting deadline for Q1 submissions has been moved to Monday, 1 June 2015 due to the weekend: SEC Guidance on weekend deadlines ...

10 New or Updated Form PF FAQs

The SEC added or updated 10 FAQs for Form PF today. See the list of questions below or click the link to see the full set of Form PF FAQ questions and answers from the SEC.

http://www.sec.gov/divisions/investment/pfrd/pfrdfaq.shtml ...

PFRD availability for Q3 Form PF filing

PFRD availability for Q3 Form PF filing

Inside Reference Data: Advent, Advise Collaborate to Automate Form PF, Form CPO-PQR Reporting

Read the full article By Nicholas Hamilton
Inside Reference Data< ...

New Form PF FAQs

Aug 8, 2013. The SEC has come out with new FAQs for Form PF, several of which are questions we previously submitted. A few highlights are below. A list of all SEC FAQ’s can be found on the SEC website here:http://www.sec.gov/divisions/investment/pfrd/pfrdfaq.shtml ...

SEC Annual Staff Report on Use of Form PF Data

SEC Annual Staff Report on Use of Form PF Data

Compliance Technology Now A Necessity For Hedge Funds

See what the experts are saying about compliance technology:

http://www.forbes.com/sites/judygross/2013/07/08/compliance-technology-now-a-necessity-for-hedge-funds/ ...

TABB Forum: Cutting the Red Tape in Regulatory Reporting

TABB Forum: Cutting the Red Tape in Regulatory Reporting

Advise Technologies Launches New Integration Services

Automation Streamlines the Process for Form PF, CPO-PQR NEW YORK, NY–(Marketwired – May 21, 2013) – Advise Technologies, LLC, a software solutions provider for global regulatory and investor reporting, announced today that it has launched a new consulting and inte ...

Form PF Forces the Data Management Issue – FTF News

Form PF Forces the Data Management Issue – FTF News

Form PF FAQ 24.2 & Historic Daily Delta Values

New Form PF FAQs

Apr 26, 2013. The SEC released 3 additional FAQs for Form PF: FAQ A.6 – If you advise a private fund but do not provide “continuous and regular supervisory or management services” in accordance with Instruction 5.b.(3) of Form ADV Part 1A, the SEC ...

Form PF: e-Filing Checklist

Mar 15, 2013. Just over 6 weeks remain until the next Form PF filing, affecting private equity and other annual filers. Don’t forget the following 5 important steps to be able to e-file Form PF. 1.) Check your Form ADV is up to date
2.) Complete the Web-Servi ...

New Form PF FAQ’s from the SEC

Mar 8, 2013. The SEC released 14 additional FAQs for Form PF, which can be found in full on their website:http://www.sec.gov/divisions/investment/pfrd/pfrdfaq.shtml ...

Form PF: Filing Can Be Tricky

A discussion of the upcoming Form PF filing deadline on March 1st for large hedge funds. See the full article by Crystal Rodolphe here:
http://www.advancedtrading.com/regulations/form-pf-filing-can-be-tricky/240148787 ...

Tips for Filing Form PF – Tabb Forum

Jan 30, 2013. Jeanette Turner of Advise Technologies shares the lessons learned from the first batch of form PF filers with TABB’s Miranda Mizen.

http://www.tabbforum.com/videos/tips-for-filing-form-pf ...

Majority of Hedge Funds Successfully Complete First Form PF Filing With Advise Technologies

NEW YORK, NY–(Sep 6, 2012) – Advise Technologies LLC, a software solutions provider for global regulatory compliance, today announced that the majority of hedge funds, representing over $900 billion in combined private fund regulatory assets under management (RAUM), succe ...

Paladyne Teams up with Advise Technologies to Offer Form PF

Paladyne Teams up with Advise Technologies to Offer Form PF Reporting Service to the Hedge Fund Industry LAKE SUCCESS, N.Y., April 17, 2012 – With the first SEC deadline for private fund (Form PF) reporting currently less than a few months away for many large hedg ...