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Fast Answers
SEDI (System for Electronic Disclosure by Insiders)
For Agents
Glossary:
Deferred share units and restricted share awards
Derivatives & underlying security
General remarks or private remarks
Insider (Ontario only)
Insider access key
Issuer access key
Issuer event
Issuer event report
Opening balance date
Ownership types
Registered holder
Stock appreciation rights
Transaction date
User ID and password
Getting started:
Initial set up - agent acting for an insider
Initial set up - agent acting for an issuer
How to register as a SEDI user
Create issuer profile supplement
Create insider profile
File an opening balance on initial report
How to file:
Insider report for common shares
Preliminary information for stock option filings
Insider report for stock options
Insider report for deferred share units (DSU), restricted share awards (RSA) and stock appreciation rights (SAR)
Insider report for an employee share ownership plan (ESOP) or dividend reinvestment (DRIP)
Insider report for a share consolidation or split
Issuer event report
Temporary hardship exemption
How to amend:
SEDI user account information
Insider profile - amend insider information
Insider profile - amend additional contact information
Insider profile - amend issuer information including cease to be an insider
Insider report
:
Amend security designation
Amend registered holder
Amend details of the transaction
Amend security designation or ownership type
Opening balance date
Issuer profile supplement
:
Amend insider affairs contact information
Amend security designation
Add security designation
Archive security designation
Issuer event report
How to add:
Issuer to Insider Profile
How to delete:
Insider report
How to view:
Insider profile
Issuer profile and supplement
Issuer event report
Your user information
Help information:
CDS Inc. - Contact centre (contact information)
Error and warnings list
Technical issues
How to confirm your SEDI filing
Insider access key reset
Issuer access key reset
User ID and password reset
Late filing fees: (Ontario Only)
SEDI late fees (Ontario only)
Waiver request for SEDI late fees (Ontario only)
For Insiders
Glossary:
Deferred share units and restricted share awards
Derivatives & underlying security
General remarks & private remarks
Insider (Ontario only)
Insider access key
Opening balance date
Ownership types
Stock appreciation rights
Transaction date
User ID and password
Getting started:
Initial set up - Insider
How to register as a SEDI user
Create an insider profile
File opening balance on initial report
How to file:
Insider report for common shares
Preliminary information for stock option filings
Insider report for stock options
Insider report for an employee share ownership plan (ESOP) or divident reinvestment plan (DRIP)
Insider report for deferred share units (DSU), restricted share awards (RSA) and stock appreciation rights (SAR)
Insider report for a share consolidation or split
Temporary hardship exemption
How to amend:
SEDI user account information
Insider profile - amend issuer information including cease to be an insider
Insider profile - amend additional contact information
Insider profile - amend insider information
Insider report
:
Amend security designation
Amend registered holder
Amend details of the transation
Amend security designation or ownership type
Opening balance date
How to add:
Issuer to Insider Profile
How to delete:
Insider report
How to view:
Insider profile
Issuer event report
Your user information
Help information:
CDS Inc. - Contact centre (contact information)
Error and warnings list
Technical issues
How to confirm your SEDI filing
Insider access key reset
User ID and password reset
Late filing fees: (Ontario Only)
SEDI late fees (Ontario only)
Waiver request for SEDI late fees (Ontario only)
For Issuers
Glossary:
Issuer access key
Issuer event
Issuer event report
User ID and password
Getting started:
Initial set up
How to register as a SEDI user
Create issuer profile supplement
How to file:
Issuer event report
How to amend:
SEDI user account information
Issuer profile supplement
:
Amend insider affairs contact information
Amend security designation
Add security designation
Archive security designation
Issuer event report
How to add:
Security designation
How to view:
Issuer profile and supplement
Issuer event report
Error and warnings list
Your user information
Help information:
CDS Inc. - Contact centre (contact information)
Error and warnings list
Technical issues
User ID and password reset
Issuer access key reset
For the Public
Access public information:
Obtaining insider trading information prior to SEDI (Ontario only)
How to access insider transaction detail reports
How to access public filings
Publicly Traded Companies - Reporting Issuers
Applying for the Revocation of a Compliance-Related Cease Trade Order (CTO)
How a Reporting Issuer can apply to Ce