We help insiders understand their reporting obligations and meet their SEDI filing deadlines. For companies, we can centralize your insider reporting to take the burden off of your insiders and administrators.
Attention to Detail:
Our knowledge and experience is your key to simple, efficient insider reporting:
Because we are in the system every day, we are able to reduce the time spent on filing.
We are aware of the time sensitivity and regulatory requirements of the filings.
We know which questions to ask to ensure that filings are done properly (e.g. how shares were acquired, what account was used etc).
Our in-depth understanding of the system and requirements enables us to ensure filing accuracy (for instance, by ensuring that the trade date is used, and not the settlement date).
We are able to assist in the preparation of issuer event reports and issuer grant reports.
We will set up issuer and insider profiles, or make amendments to existing profiles.
We can assist in access key resets.
Working from Alberta, on Mountain Standard Time, we are able to offer a two hour advantage to our clients operating in Eastern Canada. We can centralize your reporting process by having all your insiders send their information to one contact.