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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
Fee, Payment and Refund Management
SEDAR+ has automatic fee calculations, which is a time-saving feature for filing organizations. Fees are charged based on the document(s) attached to your filing. To understand which documents for your filing(s) will incur a fee, please refer to the Filing Inventory located on the Help Centre.
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How to view the Filing Inventory
This two-minute video will show you how to view which documents will charge filing fees and/or late fees by using a Filing Inventory Excel file that lists all SEDAR+ filings and their associated documents and fees.
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How to view the Fee Summary
This five-minute video will show you how to view the fees SEDAR+ calculated for a filing, so you know the fees you will be charged prior to submitting the filing.
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Fee and Payment Management Concepts
This foundational course covers the new payment functions in SEDAR+ and the difference between transaction types and fees.
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Fee and Payment Management for Filers
This course covers specific fee and payment functions, such as viewing account transactions, searching for an outstanding fee and fee exceptions as well as viewing manual payments and refunds.
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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.