Form PF requires investment advisers to report a wide range of information about the private funds that they manage.
Form PF requires investment advisers to report a wide range of information about the pr...
The information contained with Form PF is designed to enable the Financial Stability Oversight Council to better monitor systemic risk in the United States financial system.
The timing, frequency and filing deadlines for Form PF are based on the type and size of private funds under management. Some key data requirements for Form PF include:
With increased regulatory requirements, investment advisers may not have the resources nor the ability to obtain the expertise to compile Form PF. As a result, it is not surprising that investment advisers are seeking independent advice and assistance in the preparation of the form.
How KPMG can help
KPMG’s Risk Consulting group can assist the investment adviser with the preparation of their Form PF. This can help ensure that their filings are compiled accurately and in a timely and cost effective manner.
Why choose KPMG?
We provide a personalized service from our team of dedicated investment management professionals with experience in regulatory matters. Further, we can draw upon our global technical support teams If required.
We welcome the opportunity to discuss your needs.