Form PF Software

Free Form PF Filing Solution

Since early 2012, Form PF has been one of the hottest regulation topics in the hedge fund industry. The first filing deadline for large hedge funds passed on August 29th, 2012, and smaller hedge funds have to file in 2013.

Download Free Form PF Application

Financial firms have three options for Form PF filing:

  • Manual filing online
  • Automated filing using third-party tools
  • Automated filing using in-house software

While there are pros and cons for every type of filing, many firms chose to go with an automated solution. There are several reasons to do so, with the most critical outlined below:

  • Manual aggregation of external and internal data sources feeding into Form PF is not efficient
  • Manual processes do not guarantee an error-free consistent methodology of data aggregation between filings
  • There is a need for in-house filing approval workflows

Form PF automation assures reliable filing, and whatever solution is picked - third-party tools or in-house software - it consists of two parts:

  • A front-end application providing Hedge Fund employees with a user interface for viewing, editing and accepting filing data
  • A back-end system responsible for data gathering, aggregation, and storage

The front-end part of the application is rather generic between firms and could potentially be re-used between them. The unique part of the system is the back-end aggregation system, as each company has its own internal and external data sources to be aggregated.

DataArt decided to simplify the implementation of automated Form PF filing for client firms and implemented a free front-end application, which provides the following basic features:

  • An intuitive and easy-to-use application for creation, filing, viewing, editing, and approving the form
  • Report sharing between multiple users
  • Data validation
  • Help with FAQ: instructions and Q&A from SEC
  • User notes functionality for specific questions (for hedge fund/advisor internal use)
  • History of past filings

Now, as firms have access to a free Form PF front-end application, they can focus strictly on the implementation of firm-specific functionality – data aggregation. This allows lowering the cost of their Form PF solution dramatically. Integration with the free front-end application is intuitive and easy and does not require investing significant time and money.

In order to support EU fund managers or global fund managers having EU funds or marketing in EU, the Form PF application has been extended to support European AIFMD reporting requirements. For the joint AIFMD and Form PF application please refer to our AIFMD page.

Download Free Form PF Application

Please provide your contact details to download the AIFMD application: or send an email to

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