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One director compared the existing Form CPO-PQR with “a Jackson Pollock painting” that badly needed updating
This is a section of the SEC Form N1-a, which is used by mutual funds. This particular section, on the calculation of performance data, has ...
Send your questions to this e-mail address IMCCO13F@sec.gov
We are proposing to amend rule 13f-1 and Form 13F to raise the reporting threshold for Form 13F to $3.5 billion
The proposal calls for raising the reporting threshold from $100M to $3.5B
Lee claims estimated cost savings 'grossly overstated'
"I am concerned that the projected cost savings in today’s proposal are greatly overstated and wholly inconsistent with the Commission’s past analysis"
How to direct your 13F questions to the SEC
The proposal would eliminate the ability to file a Form PF with the SEC to satisfy a CPO’s obligation to file Form CPO-PQR
the proposal would eliminate the pool-specific information currently required to be reported in Schedules B or C of the form