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SEDAR+ Basics
- Introduction to SEDAR+ for Public Users
- Introduction to SEDAR+ for Filers
- Introduction to searches and subscriptions in SEDAR+
- Searching for Profiles
- Searching for Filings
- Subscribing for Financial Document Alerts
- Searching for Documents
- Searching for CTOs and the DL and Subscribing for Alerts
- Searching the Reporting Issuers List
- Searching for Legacy Data
- User Access Management
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Authority and Profile Management
- Authority and Profile Management Concepts
- Create Third Party Filer and Company Profiles as a Filing Agent
- Working with IF and IFG Profiles and Filings
- Create and Maintain a Company Profile
- Create and Maintain a Third-Party Filer Profile
- Create and Maintain an Investment Fund Profile
- Create and Maintain an IFG Profile
- Request Authority Over a Profile
- Request, Approve or Grant Authority Over an Existing Filing
- Request and Confirm a Transfer of an IF or IFG
- View, Modify or Revoke Authority over a Profile
- View or Revoke Authority Over an Existing Filing.
- Applications, Pre-Filings and Waivers
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Filings
- Working with IF and IFG Profiles and Filings
- Create an Annual Financial Statement Filing
- Create an Annual Management Report of Fund Performance Filing
- Create a Non-IF Short Form Prospectus Filing for a Co.
- Create an IFG Long Form Prospectus Filing
- Create or Maintain a Resale of Securities Filing (NI-45-102)
- Create a Take-Over Bid Filing
- Create and Amend a Report of Exempt Distribution (RED)
- Maintain an Annual Financial Statement Filing
- Request, Approve or Grant Authority Over an Existing Filing
- Maintain an Annual Management Report of Fund Performance
- Maintain a Non-IF Short Form Prospectus for a Co.
- Maintain an IFG long form prospectus Filing
- Maintain a Take-Over Bid Filing
- Fee, Payment and Refund Management
- SEDAR+ Events
User Access Management
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User Access Management Concepts (for Filers)
This foundational course covers basic concepts and terminology on user access management.
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Request initial access to SEDAR+
This course covers how to request initial access to the system – SEDAR+.
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Create and Maintain Authorized User Account
This course covers how to create and update/change (maintain) Authorized user accounts within an existing organization.
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Maintain Your User Account
This course covers how to update (maintain) your own user account within SEDAR+, including updating your password and personal validation questions (PVQs).
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Reset Password for Another User
This course covers how to perform a password reset for another user within your organization.
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View and Maintain your Organization Account
This course covers how to update/change (maintain) your organization’s existing SEDAR+ account.
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Create and Maintain a Pre-Authorized Debit Account
This course covers how to set up (create) and update (maintain) your organization’s Pre-Authorized Debit (PAD) account, which is used to pay filing and system fees.