Form PF Reporting

Stay Compliant with
Upcoming Changes

Stay compliant with MUFG Investor Services.

The US Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) are implementing significant changes to Form PF reporting for private funds. These changes, effective March 12, 2025, will require more granular reporting on fund holdings, investment strategies, market risk, liquidity and counterparty exposure.

We understand the complexities of regulatory compliance. Our Regulatory Reporting & Compliance solutions can help you navigate these changes efficiently.

Contact us today to learn how we can help you stay compliant.

Benefits

Streamlined Data Aggregation

Automated Error Identification

Automated Filing Review

Industry- Leading Technology

Form PF Reporting

Let the experts help navigate the complexities of regulatory compliance.

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We partner with the largest public and private funds in the world.

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