|The Holders of Record Reports service provides a listing of the CDS participants who hold positions at CDS Clearing for a requested security.
There are several subscription and data options available:
Requests that do not directly originate from the transfer agent or issuer require either a statutory declaration or a letter of authorization from the issuer in order for CDS Solutions to release the information. The statutory declaration may be submitted by completing the form National Instrument 54-101 Undertaking. In addition, CDS Solutions will advise the issuer in writing that a request has been made. A copy of the request and the statutory declaration is also forwarded to the issuer.
- Periodic subscriptions provided on a weekly, monthly or quarterly schedule
- Date range reports for a specific period
- Specific dates only.
The report is delivered to the requestor through one of several methods selected on the request form.
See the CDS Solutions price list for current fees.
To request a report use the Request for Participant Holders of Record form and send it to:
CDS, Shareholder Communications,
600 boul. de Maisonneuve Ouest,