Authority and Profile Management
- This foundational course covers basic concepts and terminology on profile authority and the creation and management of profiles.
- Pre-requisite: Maintain Your User Account
- Audience: Filer
- Runtime: 10 mins.
- Course Code: PRO-01
- This course covers how to create and maintain a Third-Party Filer profile.
- Pre-requisite: Authority and Profile Management Concepts
- Audience: Filers
- Runtime: 11 mins.
- Course Code: PRO-02a
- This foundational course covers key concepts regarding the creation of filings for Investment Funds and Investment Fund Groups.
- Pre-requisite: Authority and Profile Management Concepts and other courses on Profiles if filers are involved in creating/maintaining profiles
- Audience: Filers
- Runtime: 10 mins.
- Course Code: PRO-03/FIL-01
- This course covers how to create and update or change (maintain) a company profile. Companies in SEDAR+ are considered organizations who do not manage Investment Funds or who are not Third-Party Filers.
- Pre-requisite: Authority and Profile Management Concepts or Working with Investment Fund and Investment Fund Group Profiles and Filings
- Audience: Filers
- Runtime: 20 mins.
- Course Code: PRO-04
- This course covers how to create and update or change (maintain) a Third-Party profile. Third-Parties in SEDAR+ are considered organizations who file on behalf of others (including Investment Funds).
- Pre-requisite: Authority and Profile Management Concepts or Working with Investment Fund and Investment Fund Group Profiles and Filings
- Audience: Filers
- Runtime: 12 mins.
- Course Code: PRO-05
- This course covers how to create and update or change (maintain) an Investment Fund profile. Companies in SEDAR+ are considered organizations who do who manage one or more Investment Funds, and who may also manage Investment Fund Groups.
- Pre-requisite: Working with Investment Fund and Investment Fund Group Profiles and Filings
- Audience: Filers
- Runtime: 20 mins.
- Course Code: PRO-06