Convert a third party filer profile to be a company or investment fund profile

If you have authority over an existing third party filer profile, you may convert this profile to create a new company or investment fund profile by adding more details to it. To do so, navigate and view an existing third party filer profile you have authority over and select applicable profile type from the available actions.

You must provide the information required to complete the profile (e.g., general profile details, contact details, reporting issuer details, securities information, etc.). Certain information will prepopulate from the existing third party filer profile. Review the entered information and submit the profile.