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Form PF

A straightforward solution for Form PF filings

Populating the same templates each year or quarter can be a time-consuming challenge. That’s why we’ve developed a Form PF solution designed to help you complete SEC filings quickly and accurately.

Arkk’s Excel templates have the latest SEC legislation working in the background. You can populate and collaborate on the templates like any other spreadsheet, but with the assurance that the data you’re entering is correct.

Link to existing data on other sheets for simple template population. After you’ve used the Arkk templates once, there’s no need for manual data entry again. Our roll-forward functionality means you can reuse your data, even when the SEC change their legislation.

Live validations provide instant feedback on your data, confirming that your information is in-line with the current standards. Additionally, you’ll receive a final review of any issues prior to XML conversion.

Once your template is populated you can convert to XML at the click of a button. Save your XML file locally ready for submission to your local regulator. There’s no online forms to fill in, and you can have confidence in your data’s accuracy.

Fast, accurate and cost effective. Simplify your Form PF reporting with Arkk Solutions.


Summary

  • Templates compatible with Microsoft Excel
  • Minimal installation required
  • Link to existing Excel documents - no rekeying of data
  • Built-in SEC validation rules
  • Expert phone and email support

Key Features

  • Cost Effective
    If you are looking for the most cost-effective way to deliver your templates in XML, then taking advantage of our secure web service could be a great option.
  • Reduce keying time and errors
    Populating your Form PF on Microsoft Excel and submitting your data in XML format is faster and more accurate than using the online form
  • Easy to use
    Simply populate your template like any other spreadsheet, follow the live validation rules to check your accuracy and convert to XML format from within Microsoft Excel.
  • Data security
    Our Excel adapter sits behind your firewall, and is the ideal solution if you need to keep your data on site.
  • Future Proof
    Our strong relationships with industry regulatory bodies allow us to get first-hand insight into forthcoming legislation changes and keep our software and services up-to-date. Regular updates and upgrades ensure you remain up-to-date with all changes in submission requirements.

Talk to us about simplifying your reporting

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Get in touch with our team of Regulatory Experts:

+44 (0) 207 036 2758 (UK) +353 (0) 1 525 5409 (Ireland)

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