On September 17, the Securities and Exchange Commission and the Commodity Futures Trading Commission each voted to further extend the date for investment advisers to comply with amendments to Form PF to Oct. 1, 2026.
The Form PF amendments were adopted in February 2024 and the original compliance date was March 12, 2025. The compliance date was previously extended to June 12 and then October 1, but this further extension will provide time to complete a substantive review of Form PF in accordance with a Presidential Memorandum and take any further appropriate actions, which may include proposing new amendments to Form PF.
I’m not sure which “Presidential Memorandum” the extension is referring to. There are so many.
It seems likely that by the time we get to a new compliance deadline for Form PF, it will look substantially different.
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