The Issuer Template is a part of the Import Module and is a self-serving tool that can be used to upload new issuers into your system.

Once the Import Module is activated you will notice a new module on the left side of your screen.

After selecting this module, you will able to click on ‘Download Templates’ and select 'Issuer Template' in order to generate the Excel file that you will fill in with the information that you wish to upload.

The column headers in the template are listed below. Please note, columns with an * are mandatory fields that need to be filled out; all other columns are optional.

Issuer Name

Address*

City

Prov/State*

Postal Code*

Contact

Primary Phone

Secondary Phone

Email*

Website

Cheques Payables

Date of Formation

Year End Month

Year End Day

Legal Entity Identifier

Head Office

Business Jurisdiction

Sector

Investor Portal Abbreviation

In order to get an understanding of what the available inputs are for each column please refer to the Selectors tab in the Issuer Template.

Uploading process

After the template has been filled out with all the information that you wish to add you will be able to select Upload.

*Before uploading the template you should TRIM LEADING AND FOLLOWING SPACES

Once a file is added it will automatically start the validation and uploading process. Please note, the allowable file extensions are xls, xlsx and csv. Also, the maximum file size that can be uploaded is 80MB.

Subsequently, you will be able to track the status of the upload until it is complete. Be advised that it may take several minutes to finish based on the size of the file. If there are any issues the errors will be recorded so that you can make the necessary amendments to the file before uploading it again.

Otherwise, the file will be uploaded successfully and the data will now be in your system.