meta_id 3452528

On August 31, 2026, the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC) published a Joint Final Rule extending the compliance date for amendments to Form PF from October 1, 2026, to July 1, 2027. Form PF is the confidential reporting form that certain SEC-registered investment advisers to private funds must complete. This includes advisers that are also registered with the CFTC as a commodity pool operator (CPO) or commodity trading adviser (CTA). The CFTC and SEC originally adopted the Form PF Amendments on February 8, 2024, establishing an initial compliance deadline of October 1, 2026. The extension addresses concerns about potentially significant implementation costs associated with the Form PF Amendments. The Commissions subsequently proposed amendments to certain provisions of the Form PF Amendments in a new rule proposal issued on April 20, 2026, which may eliminate or modify some requirements. By extending the compliance date to July 1, 2027, the CFTC and SEC provide additional time to fully consider comments received on the April 2026 rule proposal before Form PF filers must implement the amendments. This approach allows the Commissions to potentially reduce unnecessary costs for filers by finalising any modifications to the Form PF Amendments before the compliance deadline takes effect. The extension ensures that filers will not bear the expense of implementing requirements that may subsequently be eliminated or substantially altered. Form PF filers should note the new compliance deadline of July 1, 2027, and monitor further guidance from the CFTC and SEC regarding any final amendments to the Form PF Amendments resulting from the April 2026 rule proposal.