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he SEDAR site provides you with three search options - NEW FILINGS,
ISSUER PROFILES and SEARCH DATABASE. The option you choose will depend
on how much information you have when you begin your search and what
information you hope to retrieve.
When you need information that has become publicly accessible within
the most recently completed business day, choose NEW
FILINGS. Within NEW FILINGS, the date of the most recent business
day will appear along with seven options, which appear at the left
of your screen. For a complete search, you can select All New
Company Filings or All New Investment Fund Filings. Alternatively, you
can narrow your search of new filings to specific document
types by selecting from New Annual Reports, New Financial Statements,
New News Releases, or New Take-Over Bid Materials.
Search Tip!
Documents become publicly accessible only after they have been released
by the regulatory commission. As a result, there will be a discrepancy
between the date when a document is filed with SEDAR and the date
when it can be accessed through this web site. The date that will
appear on your screen is the actual filing date. For example, if
a prospectus is filed on March 15, but is not released by the regulatory
commission until April 15, a user will not be able to view the prospectus
until after April 15, although the Date of Filing will be identified
as March 15.
Every
search result will yield a "Search
Results Table". If there have been no new filings on that
day, you will receive a "No New Filings" page displayed
in your screen, rather than a Search Results Table.
The ISSUER PROFILES area of
the Web site is useful when you want to know more about a
company or investment fund. If you are unsure about the specific document
you are looking for, but know the company or group name (or simply
the letter of the alphabet it begins with) you can get more information
by selecting ISSUER PROFILES.
At ISSUER PROFILES you will find two
alpha cards, one for Companies, the other for Investment Fund
Groups. To view the list of companies or groups beginning with a particular
letter, click on that letter, and make choices as illustrated below:
For example, when you click on "B" on the Companies
alpha card, the list of companies beginning with "B" appears.
Clicking on any item in that list takes you to a profile of that company.
Clicking on the "View this Company's Documents" button
at the end of the profile gives you access to that company's documents.
Similarly, when you click on "A" on the Investment Fund Groups
alpha card, the list of investment fund groups beginning with "A"
appears. Clicking on any item in that list takes you to a profile
of that investment fund group as well as a list of investment funds managed
by that group. Clicking on a specific fund takes you to a profile
of that fund. Clicking on the "View this Investment Fund's Documents"
button at the end of the profile gives you access to that fund's documents.
Clicking on "View this Investment Fund Group's Profile" button
at the end of the profile will take you back to the Fund Group's profile.
In both cases, you will arrive at a "Search
Results Table".
Search Tip!
Although your search will take less time and be more effective when
you choose the most appropriate option, you never have to worry
that you have made a mistake. All locations on the SEDAR site are
linked to each other and you can move easily from one to another
with a click of your mouse on the top navigation toolbar. Furthermore,
when you choose SEARCH DATABASE, you can change your search criteria
at any time by clicking on "Modify this Search" at the
end of every Search Results page.
When you want access to all documents filed with SEDAR, select SEARCH
DATABASE. Within SEARCH DATABASE, you are asked to choose between Company
Documents and Investment Fund Documents. When you make
your choice, one of two forms will appear:
- Search for Company Documents, or
- Search for Investment Fund Documents
This choice is important because you cannot search for documents
issued by investment funds using the Company Documents form. Similarly,
you cannot use the Investment Funds Documents form to find documents issued
by companies.
Since each search form is tailored to meet specific requirements,
the search criteria and steps toward document retrieval are slightly
different for company and investment fund documents. The step-by-step
guides in the sections that follow will help you complete a search
form and find the documents you need.
Search Tip!
Company and Investment Fund names identify the issuer, not the
filer, of a document. The issuer is the company or fund described
within the document. In some circumstances, a third party may file
a document on behalf of a company or fund. For example, if XYZ Communications
files a news release on behalf of ACME Inc., SEDAR will consider
the issuer to be ACME Inc., not XYZ.
Search Tip!
Companies are categorized in the SEDAR database according
to industry. Industry Group refers to the category to which the
company issuing a document belongs.
The result of any search will yield a "Search Results Table".
A Search Results Table will give you information under the following
headings:
- Company/Investment Fund Name - click on this name for access to the
profiles of the company, investment fund group or investment fund.
- Date of Filing - tells you when a document was actually transmitted
to the SEDAR server. Since documents become publicly accessible
only after they have been released by the regulatory commission,
there will be a discrepancy between the date when a document was
filed and when it can be accessed through the SEDAR site. For example,
if a prospectus is filed on March 15 but is not released by the
regulatory commission until April 15, a user will not be able to
view the prospectus until after April 15, although the Date of Filing
will be identified as March 15.
- Document Type - click on the document type for access to a specific
document.
- File Format - gives you information that will help you decide
whether you can access a document and how you will do so. For help
in making these these decisions, go to Site Help and click on Document
Formats.
- File Size - lets you know how large a document is. Large documents
take longer to access than shorter ones, especially at times of
the day when Internet use is high. For example, a 4422 kb file will
take longer to download than a 25 kb file and both will take longer
at midmorning than in very early morning or late evening.
Search Tip!
When you begin with very specific search criteria, your search is
likely to be faster and more effective. If your criteria are very
broad, your search will be slower and will return a large number
of matches, making it difficult to identify what you want. When
that happens, it is helpful to begin again or "Modify your
Search" with more specific criteria.
Take the following steps to search for Company Documents:
- 1. Start a Company Documents
search by entering the name of the issuing company in the Company
Name field. For example, ACME Inc. If you do not indicate the name
of a company, your search by default will include "All" companies.
- 2. Click on the arrow in the Industry
Group drop-down box to view the list of Industry Groups. Identify
the Industry Group to which the company or companies whose documents
you wish to retrieve belongs by scrolling down the list. Select
the Industry Group you require, for example, "Film Production".
If you do not make a selection, All Industry Groups will be returned
by default.
- 3. Choose a Document Type by clicking
on the arrow in the Document Type field to activate a drop-down
list of Document Types. Select the type you are looking for. For
example, Annual Report. If you do not make a selection, All Document
Types will be returned by default.
- 4. Identify the period of time that
your search will cover. Select the starting Date of Filing (From)
by clicking on the arrows in the drop-down boxes and selecting the
Month, Day and Year. Similarly, select the Month, Day and Year of
the date (To) when your search will end. For example, from June
01 1997 to June 30 1997. If you do not choose a "From"
date, January 01 1997 will be returned by default. If you do not
choose a "To" date, today's date will be returned by default.
- 5. Indicate whether you want your search
results to be sorted by Company Name, Document Type, Date of Filing,
or any combination thereof. The choice you make here will depend
on the purpose of your search. For example, if you have chosen to
search the documents issued by all of the companies in a particular
industry group, you may wish to have them sorted by company name.
If you have chosen to search for all of the documents issued by
just one company, you may wish them to be organized according to
document type (all Annual Reports, All News Releases etc.). If
you want a chronological overview of the documents that are retrieved,
you will likely find it most convenient to have them sorted by Date
of Filing. By default, search results are sorted alphabetically
by Company Name. You may override the default setting by clicking
on the radio buttons for Document Type or Date of Filing. If you
choose all three radio buttons, your "Search
Results Table" will be ordered alphabetically by Company
Name, alphabetically by Document Type, and chronologically by the
most recent filing first.
- 6. When you have entered all of the
required information, you may execute your search by clicking on
the "Search" button. To start another search, click on
"Clear" to return to an empty search form. For assistance
at any time, click on the "Search Help" button.
- 7. Once your search is complete, a
"Search Results Table"
will appear on your screen. If the results are not what you expected
or you wish to narrow or broaden your search, click on the "Modify
this Search" button to re-open your search form. Your previous
search form will appear on your screen with all of your previous
values allowing you to review and change your criteria. When you
have made the required changes, you may execute the search once
again by clicking on the "Search" button.
Search Tip!
The Search for Company Documents form is set with default
values that will return you "All" Company Names, Industry
Groups and Document Types. When you choose to search for every item
in a category or over a long period of time, your search will take
longer and is likely to yield a great many documents - more than
it will be easy for you to assess. It is important, therefore, to
consider your search criteria carefully and make them as specific
as possible before you begin so that you can make the best use of
your time and SEDAR's search tools.
Search Tip!
When you click on Industry Group a drop-down box listing the groups
appears. If you choose a group ending in All, you will receive documents
for all sub-categories listed under that group. If you choose a
sub-category, you will receive documents for that sub-category only.
For example, if you choose Utilities-All, you will retrieve documents
for its two sub-categories, Gas/electrical utilities and Telephone
utilities. If you choose Telephone utilities, you will retrieve
documents related to telephone utilities only.
Search Tip!
"Document Type" always refers to the content of a document.
Annual Report, Certificate of Mailing and News Release are examples
of Document Types filed with SEDAR, rather than file types or formats
such as Microsoft Word, Corel WordPerfect or Adobe Postscript.
Search Tip!
You can change your search criteria in two ways. While you are completing
a search form, click on "Clear" to return to an empty
screen. While you are viewing a search results table, click on "Modify
this Search" to re-open your previous search form with all
of your previous values. This will give you an opportunity to review
and change your criteria. In either case, when you have made your
desired changes, you can execute a search by clicking on the "Search"
button.
Take the following steps to search for Investment Fund Documents:
- 1. Start a Investment Fund Documents search
by entering the name of the issuing investment fund in the Investment Fund
Name field. For example, ABC Balanced Fund. If you do not indicate
the name of a fund, your search by default will include All
investment funds.
- 2. Choose a Document Type by clicking
on the arrow in the Document Type field to activate a drop-down
list of Document Types. Select the type of document you are looking
for. For example, Annual Report. If you do not make a selection,
All Document Types will be returned by default.
- 3. Identify the period of time that
your search will cover. Select the starting Date of Filing (From)
by clicking on the arrows in the drop-down boxes and selecting the
Month, Day and Year. Similarly, select the Month, Day and Year of
the date (To) when your search will end. For example, from June
1, 1997 to June 30, 1997. If you do not choose a "From"
date, January 01 1997 will be returned by default. If you do not
choose a "To" date, today's date will be returned by default.
- 4. Indicate whether you want your search
results to be sorted by Investment Fund Name, Document Type or Date
of Filing, or any combination thereof. The choice you make here
will depend on the purpose of your search. For example, if you have
chosen to search the documents issued by all investment funds, you may
wish to have them sorted by Investment Fund Name. If you have chosen
to search for all of the documents issued by one fund, you may wish
them to be organized according to document type (all Annual Reports,
All News Releases etc.). If you want a chronological overview of
the documents that are retrieved, you will likely find it most convenient
to have them sorted by Date of Filing. By default, search results
are sorted alphabetically by Investment Fund Name. You may override
the default setting by clicking on the radio buttons for Document
Type or Date of Filing. If you choose all three radio buttons, your
"Search Results Table"
will be ordered alphabetically by Investment Fund Name, alphabetically
by Document Type, and chronologically by the most recent filing
first.
- 5. When you have entered all of the
required information, you may execute your search by clicking on
the "Search" button. To start another search, click on
"Clear" to return to an empty search form. For assistance
at any time, click on the "Search Help" button.
- 6. Once your search is complete, a
"Search Results Table"
will appear on your screen. If the results are not what you expected
or you wish to narrow or broaden your search, click on the Modify
this Search button to re-open your search form. Your previous search
form will appear on your screen with all of your previous values
allowing you to review and change your criteria. When you have made
the required changes, you may execute the search once again by clicking
on the Search button.
Search Tip!
The Search for Investment Fund Documents form is set with default values
that will return you All Investment Fund Names and Document Types. When
you choose to search for every item in a category or over a long
period of time, your search will take longer and is likely to yield
a great many documents - more than it will be easy for you to assess.
It is important, therefore, to consider your search criteria carefully
and make them as specific as possible before you begin so that you
can make the best use of your time and SEDAR's search tools.
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