Welcome to SEDI Online Help for Agents


 

Security Designation List

Securities

To specify a security on SEDI, you select a Security Category and then specify a Security Designation.  The security designation includes a security name (selected from the drop-down list box) and the additional description (if you have provided one). The options in the Security name drop-down list box depend on the security category you have selected.

The following security categories and their associated security names are outlined in the following table.

Note: Most securities are generally defined by the issuer, however Third Party Derivatives are defined by the insider (e.g. call or put options).

Description

Security Category

Security Name*

Debt

Bonds

Commercial Paper

Convertible Debentures

Convertible Notes

Debentures

Medium Term notes

Notes

Other

Promissory Notes

Equity

American Depository Receipts

Common Shares

Convertible Preferred Shares

Exchangeable Shares

General Partnership Units

Installment Receipts

Limited Partnership Units

Multiple Voting Shares

Non-Voting Shares

Other

Participation Units

Preferred Shares

Special Shares

Subordinate Voting Shares

Trust Units

Units

Issuer Derivatives

Options

Other

Rights

Special Warrants

Subscription Rights

Warrants

Third Party Derivatives

Equity Swap – Long Position

Equity Swap – Short Position

Exchange Traded Call Options

Exchange Traded Put Options

Forward Purchase

Forward Sale

Futures Contract – Long Position

Futures Contract – Short Position

OTC Calls (including Private Options to Purchase)

OTC Puts (including Private Options to Sell)

Other

* If you select Other as the security name, SEDI displays the information you provide in the Additional description field as the security designation. You have a maximum of 60 characters for the Additional description field.