Before
you begin |
You should gather the following
information:
- Family name,
given names in full
- Employer name
and position (Note: mandatory if you are an Agent or an
Issuer Representative)
- Full address
(Note: do not use a P.O. Box Number or other mailing address.
You must use a residential address if you are an insider
or a business address if you are an Agent or Issuer Representative)
- Municipality
- Province, Territory
or State
- Country
- Postal Code
or Zip Code
- Daytime telephone
number
- Fax number
- E-mail
address (Note: if you would like to receive notification
when your user account is activated, have the ability
to reset your password online or receive filer bulletins
via email, you will need to provide a personal email address.
Users should avoid generic email addresses (e.g. "info@abc.ca")
as the password reset link would be accessible to multiple
parties.)
- Type of user
classification (see below)
- Confidential
question and answer (Note: Enter a question and answer
to which only you know the answer in the Confidential
question and answer fields. This information will be used
to confirm your identity should you need to reset your
password online (see Forgot Your Password page) or contact
the CSA Service Desk at 1-800-219-5381.)
|
Type
of SEDI Users |
If you register as an |
then you can file for |
Agent |
one or more insiders
or issuers |
Insider |
yourself as an insider
or as a representative of an insider company |
Issuer |
the issuer |
|
How
to Register as a SEDI User? |
Steps
to register as a SEDI user follow:
Step |
Action |
1 |
Click Register
as a SEDI user in the top right of the screen.
The Register as a SEDI user - Form 55-102F5
screen opens
Enter
your information in the fields provided (if you are
an insider, provide your principal residential address,
otherwise provide the business address where you are
employed)
Select
the SEDI User Classification (see the type of SEDI
users above for more information)
Enter
a question and answer to which only you know the answer
in the Confidential question and answer
fields. This information will be used to
confirm your identity should you contact the CSA Service
Desk at 1-800-219-5381.
Click Next |
2 |
The Accept terms
of use - SEDI User screen opens
Click
Accept |
3 |
The Certify and submit
registration information – Form 55-102F5 screen
opens.
Ensure information is correct
Click Certify
Click
OK |
4 |
The Conditional registration
completed screen opens
Make
note of your user ID and password displayed on the
screen
To
print this screen click Print on your browser's
navigation bar
Scroll
down the screen and click the Printer friendly version
button. The SEDI User Registration
(Form 55-102F5) screen opens. After printing,
click the Back button located in the top left-hand
side of the SEDI screen. Do not use your browser back
arrows. |
5 |
This
printed version must be signed, then faxed (1-866-729-8011)
or emailed (sedi@csa-acvm.ca) to the CSA Service Desk,
attn: SEDI Operator, for account activation
Note:
The SEDI Operator
will contact the SEDI user to let them know when they
have activated their registration ONLY if a
valid email address is provided in the SEDI user’s
registration form. |
|
Print
a copy of the SEDI User Registration Form |
If you failed to print a copy of your SEDI
User Registration Form - Form 55-102F5, see How to Amend SEDI
User Account Information |
Verifying
Status of SEDI User Registration |
The SEDI user will be able to tell if their
registration is activated after 2 to 24 hours by trying to
log in to the system using their user ID and password. If
the status of your account is “Conditional” make sure that
you have submitted the required SEDI User Registration Form
with the SEDI Operator (see step 5 of the How to Register
as a SEDI User topic above). You may contact the
CSA Service Desk at 1-800-219-5381 for assistance with your
registration.
Note:
The SEDI Operator will
contact the SEDI user to let them know when they have activated
their registration ONLY if a valid email address is
provided in the SEDI user’s registration form. |
Change
Your Password |
Instructions
on how to change your password follow:
Step |
Action |
1 |
Click
Your user information in the top
navigation bar
The
Introduction to SEDI user activities screen
opens |
2 |
Click Change
your password on the left navigation bar |
3 |
Follow instructions
on the screen |
|