Welcome to SEDI Online Help for Agents

 

Insider profile - Add an Issuer to Insider Profile

How to Add an Issuer to an Insider Profile

Steps to add an issuer to the insider profile follow:

Step

Action

1

Click Insider profile in the top navigation bar.

2

The Introduction to insider profile activities (Form 55-102F1) screen opens

Click Amend insider profile in the left navigation bar.

3

The Amend insider profile screen opens

Choose option 2 and click Add or amend issuer information

4

The Add or amend issuer information screen opens

Click Add issuer to profile

5

The Add an issuer to the insider profile screen opens

Search for an issuer using either:

1.      Issuer number

2.      Issuer name

 

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

 

Click Search

6

The View issuer search results screen opens

Click the radio button beside the issuer to select it (only one issuer may be chosen)

 

Click Next

7

The Amend issuer information screen opens

Use the drop-down list box to select a relationship in the Insider’s relationship to issuer field; to select more than one relationship, press and hold the Ctrl keyboard key, and mouse-click the selections.

Specify the date the insider became an insider of the current issuer OR the opening balance date in the appropriate field.

 

If you were an insider prior to June 9, 2003 (paper filer) then you would put the date of your last paper filing in the Opening balance date field. If you became an insider on or after June 9, 2003 you would put the date you became an insider of the issuer in the Date the insider became an insider of the issuer field.

Click Next

8

The File amended information screen opens

 

Review the amended information

 

Click Certify

 

The Certification dialog box is displayed

 

Click OK

 

The Completed screen opens

 

If you would like a printed version with a date and time stamp, click Printer friendly version.  SEDI will display the profile in a format that is easily printed, and your browser’s Print dialog box will open.  Once your browser’s print dialog box opens, print and click Back.  

 

Either click Yes to make another amendment, click No to return to the Introduction to insider profile activities (Form 55-102F1) page, or click Logout in the top navigation bar

If

then

you are finished

click No at the bottom of the page to return to the Introduction to insider profile activities page or Logout in the top navigation bar

you want to make another amendment to the insider profile

click Yes at the bottom of the page

you want to file an insider report

click File insider report in the top navigation bar