Form PF Overview

AxiomSL, global leader in regulatory reporting solutions and risk management for over 20 years, delivers a data-driven platform, which meets all filing requirements for Private Funds, Large Hedge Funds and Large Private Equity & Liquidity Funds in addressing all the steps of Form PF (“Private Fund”) from: scoping & sourcing client existing data structures, to aggregations, calculations, and validation rules to XML submission. It is adaptable to clients with minimum in-house IT infrastructure in addressing complex funds and extensive disclosures for investment advisers.

AxiomSL’s reporting solution is successfully deployed in a cloud-based or/and on-site environment. With our solution, clients can access and edit data already stored on the virtual server to enrich data records, monitor internal data procedures, and streamline controls & processes to successfully transfer this data to the form. This automated regulatory reporting solution, with a dynamic dashboard showing incidences of nonconformance, delivers the necessary controls and analytical tools to navigate and update critical data to meet disclosure requirements for Form PF and ongoing regulations.

Download Form PF Brochure

Form PF Features

Form PF Benefits

Form PF Dashboard

Form PF Background

Private funds and registered investment advisers (RIA) are burdened by the depth and the complexity of the reporting data requirements to comply with the rules mandated by Dodd-Frank Wall Street Reform and the Consumer Protection Act.

Enforced by the Securities and Exchange Commission (SEC) and the Investment Advisors Commodity Futures Trading Commission (CFTC); Form PF and CPO-PQR take fund advisors disclosure far beyond Form ADV. As a result, fund managers must pull together and aggregate large amount of data that is potentially stored across several systems and multiple locations to successfully keep track of systemic risk.

With the new regulatory initiatives, whether it’s Form PF, CPO-PQR, Form SEC 13F or AIFMD, asset managers are faced with requirements for transparency, dynamic data, ad-hoc reporting capabilities for both print and on-line reporting.

Resource Center

AxiomSL XBRL Solution
White Paper

AxiomSL’s out-of-the-box XBRL reporting solution enables firms to quickly meet any taxonomy requirements worldwide, such as…

Read More…

Waters Rankings 2015: Best Reporting System Provider AxiomSL

Since the collapse of Lehman Brothers back in September 2008, an event that sparked a domino effect of financial crisis, the capital markets…

Read More…

AxiomSL filed Form PF for a billion dollar Hedge Fund

AxiomSL, global provider of regulatory reporting and risk management solutions successfully filed Form PF for a Billion Dollar Hedge Fund.

Read More…

KPMG and AxiomSL form alliance to assist Investment Advisers faced…F

KPMG LLP, the audit, tax and advisory firm, and a leader in the Financial Services sector, has formed an alliance with AxiomSL.

Read More…

Featured Solutions for Form PF