Form PF and CPO PQR
Expert assistance with Form PF and CPO PQR preparation
For many advisers and CPOs, quarterly fund transparency reporting can pose a significant operational challenge and ongoing pressure on resources. This is particularly critical as we approach 1 October 2026, the updated compliance date for the new Form PF amendments. These changes will introduce more granular reporting requirements, significantly altering how firms must map and submit their data. Our team of experts help to reduce your reporting challenges, making the Form PF and Form CPO PQR process easier, more efficient, and compliant.
You can benefit from a reliable service backed by deep industry knowledge
Our fund transparency reporting service combines smart technology and proactive support helping to relieve pressure from your team. We help firms registered with the SEC, CFTC and NFA to meet complex reporting requirements accurately. By acting as an extension of your team, we can take on the reporting process from start to finish, allowing your compliance team to focus on more pressing day to day regulatory requirements and pressures.
By staying ahead of regulatory changes, we help clients stay focused on what matters most, with the knowledge that their reporting is in safe hands.
Our services
We take a disciplined approach to data handling, bringing together information from multiple sources and processing it in accordance with the relevant regulatory framework.
Ensuring accuracy in your Form PF and CPO PQR reports is essential. Our advanced reporting tools lead to greater efficiency, meaning you can meet your deadlines in a timely manner with minimal issues.
Our meticulous review and validation of your reports ensure that they meet the highest standards and regulatory expectations.
We provide back-ups for all submitted returns and underlying calculations, ensuring a clear audit trail.
Why work with us?
Getting Form PF or CPO PQR wrong can have serious regulatory, financial, and reputational consequences. As these filings are used for systemic risk monitoring and supervisory oversight, they are considered high risk and not just routine filings. Our team can help you meet the regulators expectations and ensure you keep you on top of your reporting requirements.
Ahead of the curve
The regulatory landscape is constantly evolving. Our team stay informed of regulatory updates, ensuring that your reports will meet the latest regulatory standards.
Jurisdictional reporting
Our experienced team know the regulatory environment inside and out. We can accommodate your US reporting requirements as required.
Relationship-led approach
We get to know your business and understand your team, helping us to work through and process your data appropriately for the reporting requirements.
There when you need us
You'll benefit from a dedicated support team that are focused on your priorities. Whether submitting once, or multiple times a year, our experts will work to your deadlines, acting in a responsive and efficient manner.