Download Filer User`s Guide

Table of Contents
About This Guide ............................................................................. 5
Introduction to SEDAR .................................................................... 7
1.1
1.2
1.3
1.4
Accessing and Exiting SEDAR..................................................................... 9
Using SEDAR ............................................................................................ 13
Setting Up SEDAR .................................................................................... 16
Verifying Your Access and Banking Authorization ..................................... 20
Maintaining Filer Profiles............................................................... 22
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
Overview ................................................................................................... 22
Starting a Profile ........................................................................................ 25
Creating an Investment Fund Group Profile ............................................... 27
Creating an Investment Fund Issuer Profile ............................................... 31
Creating an Other Issuer Profile ................................................................. 34
Creating an Other Filer Profile ................................................................... 40
Searching for Profiles ................................................................................ 42
2.7.1 Building a Search Inquiry ...................................................................... 45
2.7.2 Submitting a Search Inquiry .................................................................. 49
2.7.3 Modifying and Updating a Search Inquiry ............................................. 53
Monitoring Profiles ..................................................................................... 54
Creating a Project........................................................................... 58
3.1
3.2
3.3
3.4
3.5
3.6
3.7
Overview ................................................................................................... 58
About Cover Pages.................................................................................... 60
Creating an Investment Funds Cover Page................................................ 62
Creating a General Investment Funds Cover Page...................................... 68
Creating an Issuer Cover Page .................................................................. 74
Creating a General Cover Page ................................................................. 79
Creating a Third Party CoverPage ............................................................ 84
Completing the Project .................................................................. 89
4.1
4.2
4.3
4.4
4.5
Overview ................................................................................................... 89
Selecting Recipient Agencies .................................................................... 90
Adding Fees .............................................................................................. 94
Attaching a File .......................................................................................... 99
4.4.1 Attaching a New Document ................................................................ 100
4.4.2 Attaching a Previously Filed Document .............................................. 104
Submitting the Project .............................................................................. 112
4.5.1 Monitoring the Status of Unsubmitted Filings ...................................... 113
Filer User's Guide 8.054
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