Welcome to SEDI Online Help for Agents


 

Initial Set Up on SEDI- Agent Acting on Behalf of an Issuer

Overview

The following two steps must be taken by an agent acting on behalf of an issuer before any transactions can be recorded on SEDI by insiders of the issuer:

1.       Register as a SEDI User - Obtain User ID and Password

2.       Create an Issuer Profile Supplement- Obtain Issuer Access Key – or – Adding an Issuer to an Agent’s List

 

SEDI User Registration

The SEDI user ID and password created during the registration process allows access to SEDI.

See related documents below.

Note : Only one user ID and password is required regardless of the number of issuers the agent files for.

Issuer Access Key

An issuer access key is created at the time the issuer profile supplement is created.

 

Adding an issuer to the issuer’s list

 

 

Steps to add an issuer to your issuer’s list follow:

Step

Action

1

From the Agent Home Page, Click Add issuer on the right side of the page, under “To perform Issuer Activities”

2

Search for Issuer screen will be displayed

 

Search for the issuer by the following options:

1.       issuer number

2.       issuer name

 

Note: The issuer number is the 8-digit SEDAR profile number, including preceding zeros.

 

Click Search

 

3

View search results screen will be displayed

 

Click the radio button beside the issuer that you want to add to your issuer list

 

Click Next

 

3

Agent Home Page screen will be displayed the issuer selected should now be included in the Issuer’s list

Related documents

How to register as a SEDI user

Create an Issuer Profile Supplement