-
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
-
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
-
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
Authority and Profile Management
-
Authority and Profile Management Concepts
This foundational course covers basic concepts and terminology on profile authority and the creation and management of profiles.
-
Create Third Party Filer and Company Profiles as a Filing Agent
This course covers how to create and maintain a Third-Party Filer profile.
-
Working with IF and IFG Profiles and Filings
This foundational course covers key concepts regarding the creation of filings for Investment Funds and Investment Fund Groups.
-
Create and Maintain a Company Profile
This course covers how to create and update or change (maintain) a company profile. Companies in SEDAR+ are considered organizations who do not manage Investment Funds or who are not Third-Party Filers.
-
Create and Maintain a Third-Party Filer Profile
This course covers how to create and update or change (maintain) a Third-Party profile. Third-Parties in SEDAR+ are considered organizations who file on behalf of others (including Investment Funds).
-
Create and Maintain an Investment Fund Profile
This course covers how to create and update or change (maintain) an Investment Fund profile. Companies in SEDAR+ are considered organizations who do who manage one or more Investment Funds, and who may also manage Investment Fund Groups.
-
Create and Maintain an IFG Profile
This course covers how to create and update or change (maintain) an Investment Fund Group profile.
-
Request Authority Over a Profile
This course covers how to request authority over a profile for which you do not currently have authority.
-
Request, Approve or Grant Authority Over an Existing Filing
This course covers how to request and approve authority over an existing filing for which you do not currently have authority, or for a filer to grant authority to a filing agent over an existing filing.
-
Request and Confirm a Transfer of an IF or IFG
This course covers how to request and confirm the transfer of an Investment fund or Investment fund group