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Create an Insider Profile
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| How to Create an Insider Profile |
Steps to create an insider profile follow:
Step |
Action |
1 |
From the Agent or Insider homepage click Create insider profile |
2 |
The Enter individual information screen opens
Type the information in the fields or if your an insider click Copy your user registration, to copy the information that you entered for your SEDI user account
Click Enter company information if the insider is a company |
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
Click Next |
5 |
The Add an issuer to the insider profile screen opens
Search for an issuer using either the issuer number or issuer name
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
Click Next |
8 |
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
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 |
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| 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 onscreen instructions |
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