Form PF

The rule amendments are effective October 2, 2023. The amendments to Forms N–1A and N–CSR are effective October 2, 2023 and the amendments to Forms ...

This is the revised section 3 of Form PF that the SEC changed in 2023. Liquidity risk providers will have to begin completing this section ...

"Today’s rule draws upon lessons learned from both 2008 and 2020. First, it removes the link between liquidity fees and redemption gates, on the one ...

"Today’s rules will amend Form PF for large liquidity fund advisers to align their reporting requirements with those of money market funds. Taken together, the ...

"Unfortunately, it appears the Commission is poised to repeat the errors of the past.  This time it may even be worse, as the final rule ...

"Increases in a fund’s liquidity requirements may reduce the transaction costs of redemptions. Eliminating the ability of a fund to suspend investor redemptions may reduce ...

The SEC adopts Form PF amendments to require large private equity fund advisers to provide additional information to the SEC about the private equity funds ...

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