Important note: SEDI does not use the term “related financial instrument”. Instead, for the purposes of SEDI, all instruments – whether securities or related financial instruments – are considered securities.
To create a security designation for an outstanding security or related financial instrument, you need to do the following for each:
- select the security category (Debt, Equity or Issuer derivative)
- select the security name (from a drop down list)
- if you need to, you can type in a brief description of a particular security so there is no confusion with a security that may be similar
- if you selected ‘Issuer derivative’ in the first step, you need to select the underlying security. To do this,
- select the securities category of the underlying security (Debt, Equity or Issuer derivative)
- select the underlying security name
- if applicable, enter any additional words to describe the specific underlying security
A list of the security names under each security category on SEDI is set out in Appendix 1 of the SEDI User Guide available on the SEDI website (www.SEDI.ca).
See question 3.2.7 for examples on how to designate specific securities.