Self-filers, filing agents and Investment Fund Managers who did not participate in the pre-launch Onboarding process must register for a SEDAR+ account using the online forms in the system after it launches on June 13. Each issuer’s organizational account information must be submitted during the registration process, as well as all required legal agreements (see below for more information).
WATCH: Request initial access to SEDAR+
We are anticipating a high volume of new account requests in the days and weeks following the launch of SEDAR+. The information and legal agreements submitted during the registration process must be validated by a third party, which may take some time.
This process will be simplified for organizations that currently file on SEDAR or through local filing systems such as British Columbia’s Securities Commission’s (BCSC’s) eServices system and the Ontario Securities Commission’s (OSC’s) electronic filing portal. Information provided by these existing subscribers during the registration process will not require third-party validation.
If your organization has a time-sensitive regulatory filing, such as early warning reports or immediate deadline, please contact SEDAR+ Support ASAP to be prioritized during the registration process.
SEDAR+ legal agreements and required account/profile information
To help you prepare for the registration process, we encourage you to review the required legal agreements and start gathering the information your organization will need to open a SEDAR+ account.
Please note the SEDAR+ legal agreements have been updated in order to meet certain requirements under Quebec’s Bill 96, an Act representing French, the official and common language of Quebec. These updated documents must be used for all legal agreements dated and signed on or after June 1, 2023.
Download updated SEDAR+ legal agreements, instructions and other helpful documents (ZIP file)
Why are new agreements required for SEDAR+?
As is standard practice with software programs and web-based platforms, each CSA national system requires formal acceptance of legal terms before providing login credentials for registered users.
SEDAR+ is a new web-based system, thus there are new legal agreements specific to SEDAR+ that must be completed to gain access to the system.
These administrative legal agreements govern the use of the SEDAR+ system along with the account and issuer data stored in it.
Every issuer, filer and filing agent must complete at least one of the following agreements and submit them in SEDAR+ on or after June 13:
- Electronic Filer Agreement (EFA) – for ALL organizations that file in SEDAR+
Complete and submit online in SEDAR+ after June 13
The EFA must be completed and submitted by every organization that files information in SEDAR+, including issuers using filing agent(s). An EFA is required to set up issuer profiles and to submit issuer filings.
Investment Fund Managers need to complete only one EFA to cover all funds, not one EFA for each fund.
- Filing Agent Authorization Form (FAAF) – for issuers and investment funds that use filing agent(s)
Complete and submit online in SEDAR+ after June 13
The FAAF is a new requirement, which must be completed by issuers who use a filing agent, or multiple filing agents. This agreement grants the filing agent(s) permission to submit specific types of filings in SEDAR+ on the issuer’s behalf.
- Account and issuer profile information
Gather now and enter into SEDAR+ using the online form after June 13.
During the registration process in SEDAR+, organizations must provide account and issuer profile information. Some information will be required in SEDAR+ which was not previously required in SEDAR. This data is needed to enable some of the new filing and regulatory features and functionality of the system.
For Investment Fund Managers (IFMs)
IFMs will create either a Company or Third Party profile (as applicable) which will be required to link to you migrated SEDAR fund group profiles and associated funds.
Going forward, IFMs or their filing agent(s) will then set up independent profiles for each fund group, which can then be linked to this IFM profile. Individual fund profiles are then linked to the fund group profile, just as they are currently in SEDAR.
Download checklist of required account and issuer profile information
DOWNLOAD UPDATED SEDAR+ LEGAL DOCUMENTS AND INSTRUCTIONS (ZIP FILE)
Please note the SEDAR+ legal agreements have been updated in order to meet certain requirements under Quebec’s Bill 96, an Act representing French, the official and common language of Quebec. These new documents must be used for all legal agreements dated and signed on or after June 1, 2023.
Organizations that have signed and dated legal agreements on or before May 31, 2023 may use the original documents, which were previously provided.
Note: If your organization does not allow downloads of ZIP files, please click here to download individual documents.