CFTC, SEC extend Form PF compliance date to July 1, 2027
The CFTC and SEC said the extra time is meant to help filers avoid implementation costs while the agencies review a later proposal that could amend or eliminate the Form PF changes.
The Commodity Futures Trading Commission and the Securities and Exchange Commission said they extended the compliance date for the Feb. 8, 2024, Form PF amendments to July 1, 2027.
The Joint Final Rule pushes the deadline from Oct. 1, 2026, giving affected filers more time to prepare for the reporting changes. The agencies said the move is intended to help filers avoid implementation costs tied to the amendments.
Form PF is a confidential reporting form used by certain SEC-registered investment advisers to private funds. The filing requirements also cover advisers registered with the CFTC as commodity pool operators or commodity trading advisers.
The extension also comes as the Commissions weigh a separate rule proposal issued on April 20, 2026, that proposed to amend and/or eliminate the Form PF amendments. The agencies said the extra time will allow them to consider comments received on that proposal.
According to the CFTC announcement, the original Form PF amendments were adopted on Feb. 8, 2024. The new compliance date is July 1, 2027.
What happens next
Filers will now look to the July 1, 2027, compliance date while the CFTC and SEC continue reviewing comments on the April 2026 proposal.
Sources
Editorial note: This article was prepared with AI assistance and includes source attribution for reader review.
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