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FAQs about creating a profile

Since new profiles are public on creation, how do I keep a profile private until the public filing is ready to be submitted?

How do I create a profile for IPO purposes, and ensure the profile is private?

Can a public profile be turned private?

When should I select ‘Pending’ in the ‘Reporting issuer?’ field?

What category of investment fund should be selected on the investment fund’s profile?

Which category of investment fund can be selected for exempt market funds?

What is the working list of classes or series offered via prospectus in the investment fund group profile?

I am a filing agent, and I have already submitted an EFA on behalf of our organization. Why do I need to submit an EFA for the profile?

Should I create a company or a third party profile for an investment fund manager?

Should I create a separate third party filer profile to make a third party filing if the issuer already has an existing profile?

An entity has become a reporting issuer after having filed as a third party filer profile. Should I create a new profile?

I am a non-reporting issuer. Do I need to create a profile in order to make a filing on SEDAR+? 

What information is public on a third party filer profile for an individual? 

When creating a new profile in SEDAR+, I discover it already exists in the system. How should I proceed?

What profile type does a stand-alone investment fund (that had an ‘Other Issuer’ profile in SEDAR) have in SEDAR+?

What is an Exchangeable Security issuer or Credit Support issuer?

How do I determine the issuer’s North American Industry Classification Standard (NAICS) code?

Last updated on: October 15, 2024


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