Welcome to SEDI Online Help for Agents

Create an Issuer Profile Supplement

Requirements

An issuer is required to complete an Issuer Profile Supplement on SEDI within 3 business days after the date they became a SEDI issuer. Refer to ss. 2.3 of the PDF version of NI 55-102 dated May 9, 2003.

You will need to be registered as an "issuer" or as an "agent" to perform duties on behalf of issuers.

Before you Begin

You should gather the following information:

issuer name
insider affairs contact information (issuer representative or contact person)
list of outstanding securities
confidential question and answer (this information will be used to confirm your authorization to act on the issuer’s behalf, should you contact the CSA Service Desk at 1-800-219-5381)

How to Create an Issuer Profile Supplement

Steps to create an issuer profile supplement follow:

Step	Action
1	From the Agent or Issuer Representative home page click Create issuer profile supplement
2	The Select issuer screen opens 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	The Select issuer screen opens with search results Click the radio button beside the issuer to select it Click Next Note: SEDI only allows one issuer profile supplement per issuer. Once an issuer has created an issuer profile supplement, the issuer does not appear in the list.
4	The Enter insider affairs contact information screen opens Complete the form Click Next
5	The File information screen opens Note: If you wish to have a printed copy of the issuer profile supplement, you can wait to print it from the Completed screen. Or, you can scroll down the screen and click Printer friendly version. The Create Issuer Profile - File Information 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 Click File and then click OK in the dialog box
6	The View issuer access key screen opens Make note of issuer access key displayed on screen or print the screen by using the browser’s print button Click Add security designation
7	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 The Completed screen opens To print a copy of the issuer profile supplement, click the Printer friendly version button Click Add security designation to add another security to the issuer profile supplement or click Logout in the top navigation bar to exit from the system

Related Document

See the Glossary for the Security Designation List

Change Issuer Access Key

After successfully logging-in to SEDI, the issuer access key may be changed by:

Step

Action

Click Issuer profile supplement in the top right navigation bar

(If you are an agent, choose an issuer from your Issuer list and enter the correct issuer access key in the applicable field.)

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

Click Change issuer access key in the left navigation bar

The Change issuer access key screen opens

Follow on screen instructions