How should issuer profiles be managed in SEDAR+, for situations such as an amalgamation or merger, fund termination or any other reasons?

If two or more issuers have amalgamated or one or more issuers have been wound up into another, a new profile will have to be created for the merged or resulting entity if it is required to make filings through SEDAR+.  The issuers that have wounded-up will be ceased to be reporting issuers and each profile must be linked to the newly created issuer profile by maintaining it and updating the ‘Previous issuers’ section. 

For an investment fund that is terminated due to merger and is continuing into an existing fund, the terminating fund will be ceased to be a reporting issuer.  In this case, the terminating fund’s profile must be linked to the continuing fund’s profile by maintaining it and updating the ‘Previous issuers’ section. 

Similarly, if an issuer divests or spins off and is required to make electronic filings, the original issuer retains its same profile number and the new entity must create a new profile, in which case a new profile number is assigned to that entity. In this case, the previous profile must be linked to the new profile by maintaining it and updating the ‘Previous issuers’ section. Refer to How to update the reporting issuer profile when the issuer has ceased to be a reporting issuer due to amalgamation, merger, termination or any other reasons?