The technology will allow Conifer’s fund administration clients and other funds to complete, file and revise Form PF, an in-depth document which must be submitted to the Securities and Exchange Commission by all registered fund managers advising at least $150 million in private fund regulatory assets.
“This solution represents a significant development in our cloud-based fund administration offerings to the hedge fund industry,” said Jack McDonald, President and CEO of Conifer. “We have benefitted from the experience of some Form PF ‘first filers’ by leveraging their actual filing experiences into our current offering.”
Conifer will be conducting several upcoming webinars to educate clients about its Form PF tool in advance of the 2013 deadline.
Editing by Alex Akesson
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