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Third Time's a Charm? SEC & CFTC Finalize Amendments to Form PF

On February 8, the Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) jointly adopted amendments to Form PF, the confidential reporting form for certain registered investment advisers to...more

Spotlight on Investment Advisers, Broker-Dealers and Certain Funds

The Office of Information and Regulatory Affairs recently released the semi-annual, Spring 2023 regulatory agenda (“Agenda”). The Agenda outlines the SEC Chairman’s rulemaking priorities over the next 12 months. The Spring...more

Four Key Considerations Since SEC Amended Form PF

In early May, the SEC adopted a final rule amending Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds. Form PF is designed to facilitate both the Financial Stability...more

SEC Adopts Final Rule Amendments to Form PF

Editor's Note: This post provides a brief overview of the SEC's final rule. A more detailed discussion of the amendments will be covered in an upcoming Katten publication. On May 3, the Securities and Exchange Commission...more

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