General

Accounts & Passwords

• I forgot my account password, what do I do?
• How do I activate my account?
• How do I log into Shareworks?
• It is my first time logging into Shareworks, what do I need to do?
• I have forgotten my account number, what do I do?
• How do I unlock my account?

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Exercises & Transactions

• When will I receive my proceeds?
• How do I exercise my stock options?
• How do I withdraw my shares?
• What shares can I withdraw?
• What types of exercise transactions can I complete in Shareworks?
• How do I check if my withdrawal has been received by Solium, and view its status?

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Savings Plans

• Where do I download the application form for registered accounts?
• How do I open a registered account within my Shareworks account?
• Do I have to send another application form to change my contribution level to a registered plan?
• Can I transfer from my DPSP account to my RRSP account?

Tax

• Where can tax documents be found?
• Where can I find the tax slip for my exercise?
• What is the W-9 form for?
• What is the common reporting standard self-certification form?
• Are taxes withheld from my gross proceeds?

Equity 101

• What is a Stock Option?
• What is an employee share purchase plan (ESPP)?
• What are restricted shares (RS) and restricted share units (RSU)?
• What are Tandem Share Appreciation Rights (TSARs)?
• What are share appreciation rights (SARs)?
• Who is an insider?

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Mobile App

• Does Single Sign-on work for the Shareworks application?
• How do I log into the Shareworks application using an app on my device?

Contact Solium

• How do I contact Solium or the Participant Services Group?