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-Service Entitlement Form
3.) Confirm that your designated Form PF filer is entitled
4.) Fund your Web CRD/IARD account
5.) Submit a test filing
See the attached document for full details.
Thursday, August 17, 2017
Wednesday, July 26, 2017
Tuesday, July 18, 2017