Welcome to SEDI Online Help for Agents


 

Add Security Designation

How to Add a Security Designation

Steps to add a security designation follow :

Step

Action

1

From the Issuer Representative or Agent home page click Issuer profile supplement in the top navigation bar.

 

The Introduction to issuer profile supplement activities (Form 55-102F3) screen opens

2

Click Amend issuer profile supplement in the left navigation bar

 

The left navigation bar expands to offer 4 choices for amendments to the issuer profile supplement

 

Click Add security designation

 

The Add security designation screen opens

 

Select a Security category in the drop-down list box

 

Select a Security designation in the Security name drop-down list box

 

If Issuer Derivatives is selected as a security category (i.e. options, rights, warrants, etc.) an Underlying security designation section opens on the screen.

 

In this section, use the drop-down list boxes and fields to provide details about the underlying security (i.e. security category, security name, etc.).

 

If necessary, fill in the Additional description field (optional) to better describe the particular type of security being created.

 

Maximum number of characters: 60

 

Note: If Other is chosen as a security name, text must be entered for the Additional description field and SEDI will display the information provided as the security designation.

 

Click File and then click OK in the dialog box

3

The Amend issuer profile supplement - Completed screen opens

 

Click Add security designation to add another security

 

Click Printer friendly version to print a copy of the new security designation created

 

After printing, click the Back button located in the top left-hand side of the SEDI screen. Do not use your browser back arrows

 

Continue filing or click Logout in the top navigation bar