Welcome to SEDI Online Help for Insiders


 

Opening Balance Date

Note

If the Insider is amending their initial opening balance date for the issuer in their insider profile from the “date they became an insider” to an “opening balance date” or vice versa, they must delete the current date and replace the "YYYY" in the field for the year. Alternatively, click Reset to clear the information in both fields for the Date the insider became an insider of this issuer and the Opening balance date and then select the appropriate field to amend.

How to Amend an Opening Balance Date on SEDI

Steps to amend an opening balance date follow:

Step

Action

1

Click Insider Profile in top right navigation bar. The introduction to insider profile activities (Form 55-102F1) screen opens

2

Click Amend insider profile in the left navigation bar

3

Select option 2 by clicking Add or amend issuer information

4

Click the radio button beside the issuer, then click Amend

5

Use the drop-down list boxes and fields to amend one of the following:

  • the Date the insider became an insider of this issuer or
  • the Opening Balance Date

If you entered information into the wrong field initially, you can quickly clear both date fields by clicking Reset and selecting the appropriate field to amend. 

Note: Enter a date in one of the fields not both. 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.

 

Click Next

6

The File Amended Information screen opens

 

Review amended information

 

Click Certify

 

The Certification dialog box appears

 

Click OK

7

The Completed screen opens

 

If you would like a printer version with a date and time stamp, click Printer friendly version.  SEDI will display the profile in a format that is easily printed, and your browser’s Print dialog box will open.  Once your browser’s print dialog box opens, print and click Back.  

 

Either click Yes to make another amendment, click No to return to the Introduction to insider profile activities (Form 55-102F1) page, or click Logout in the top navigation bar

Related Documents

Opening Balance (Definition)