Welcome to SEDI Online Help for Agents

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

Overview

The following three steps must be taken by an agent acting on behalf of an insider before any transactions can be recorded on SEDI:

1. SEDI User Registration - Obtain User ID and Password

2. Create an Insider Profile – or Adding an Insider to an Agent’s List

3. File an Opening Balance on Initial Report

SEDI User Registration

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

See How to Register as a SEDI User

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

Create Insider Profile

An Insider Number and an Insider access key are created at the time the insider profile is created.

Adding an Insider to the Agent’s list

If the Insider has already created an Insider profile on SEDI, an Agent must access that profile for filing Insider reports on SEDI. Steps to add an insider to the agent insider’s list follow:

Step	Action
1	From the Agent Home Page, Click Add insider on the left side of the screen
2	Search for Insider screen will be displayed Search for the insider by the following options: 1. insider number 2. insider family and given name 3. insider company name 4. all insiders of an issuer by entering issuer number or 5. all insiders of an issuer by entering the 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 insider that you want to add to your insider list Click Next
4	Agent Home Page will be displayed, the insider selected should now be included in the list

Related documents

How to Register as a SEDI User

Create an Insider Profile

File an Opening Balance on Initial Report