Welcome to SEDI Online Help for Insiders


 

Create an Insider Profile

How to Create an Insider Profile

Steps to create an insider profile follow:

Step

Action

1

From the Insider home page click Create insider profile

2

The Enter individual information – Form 55-102F1 screen opens

Type the information in the fields or click Copy your user registration, if you are an insider, to copy the information that you entered for your SEDI user account

If the insider is a company, scroll down and click the Insider company information button

The Enter company information – Form 55-102F1 screen opens

Type the insider company name and the insider’s representative information in the applicable fields.

Note: if the insider or the insider company's representative would prefer to receive e-mail notification when the insider's access key is changed or other updates via e-mail, the filer will need to provide an e-mail address in the insider profile.

3

Click the radio button beside the preferred language of correspondence

4

Enter a question to which only you know the answer in the Confidential question field

Enter an answer to the question from the Confidential question field.  This information will be used to confirm your authorization to act on the insider’s behalf, should you contact the CSA Service Desk at 1-800-219-5381.

Click Next

5

The Add an issuer to the insider profile 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

6

The View issuer search results screen opens

Click radio button beside the issuer you would like to choose

Click
Next

7

The Enter information about the insider's relationship to the issuer screen opens

Use the drop-down list box to select the insider's relationship to the issuer

Note: To choose more than one relationship type hold the "Ctrl" key down while making your selections.

Specify either the date on which the insider became an insider of the issuer or the opening balance date in the field provided. 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.

Optional information: Scroll down to the bottom of the screen if you would like to add optional information for the issuer.

Select one or both of the following check boxes if applicable:

Select If you wish to be contacted at another address, or you wish to name a contact person, check this box to include the Add contact information (Optional) screen while creating the insider profile

Select If you wish to specify one or more registered holders for other than direct holdings, check this box to include the Add registered holder holders screen while creating the insider profile  

Click Next

8

If Optional information is selected, the appropriate screens will open in sequence. Type the information in the fields provided on the Add contact information (Optional) or the Add registered holders screens and click Next from either screen.

 

If Optional information is not selected, the View issuers added to profile screen opens

 

Click Add Issuer to add another issuer to the insider profile or Click Next

9

The Certify and file insider profile screen opens

Click Certify

10

The Certification screen opens

To print the insider profile with a date and time stamp, click the check box provided

Click Accept

When you click Accept, SEDI displays the profile in a format that is easily printed, and your browser’s Print dialogue box opens

The Completed screen opens

Note: Make note of the Insider number and access key displayed on the screen. To print this screen click Print on your browser's navigation bar.

Click Next

The Insider activities screen opens

Either continue filing or click Logout in the top navigation bar

Change Insider Access Key

Step

Action

1

Click Insider Profile in the top right navigation bar

2

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

Click Change insider access key in the left navigation bar

3

The Change insider access key screen opens

Follow on screen instructions