Registering a Lien

To initiate a new registration, the following details must be entered from the Home Page.

• Unique reference number for the order

• Jurisdiction

• Registration Type

• Billing Information

• Additional email address(es) to receive notification when results are completed

Complete the following steps:

1. In the Your reference field of the User Information section, enter an internal reference number to identify the transaction. This reference number will appear on your billing reports and can be used to look up completed orders. The Classification dropdown is an optional feature to indicate if the transaction falls under "Commercial" or "Retail" (if your organization supports such classifications).
   
   
    

2. From the Jurisdiction dropdown of the Order Information section, select the province or territory.
   
   
   
    

3. In the PPSA Registration Type section, select New Registration.
    

4. In the Billing Method section, select who the invoice is to be sent to. The options are as follows:  
   
   Ordering Client
   Other Client ID* - to send the invoice to another client; enter the client ID and click the Check button to verify. The screen refreshes with the client information.
   Transit* - to send the invoice to another transit; enter the transit number and click the Check button to verify. The screen refreshes with the transit information.
   
   *this option may not be available depending on your system configuration
   
   
   
   
    

5. If your system is configured to charge the transaction to the customer, then you have the option to select (check) the Charge our customer using this account and complete the associated fields:
   
   Bank #
   Transit #
   Account #
   Account holder name
   
   
   
    

6. By default, the email listed in your user profile will be sent a notification when the registration is completed and results available via CollateralGuard RC. In the Additional E-mail Notification(s) section you can enter additional email addresses that the notification should be sent to. If entering multiple addresses, separate them with a semi-colon with no spaces.
   
   
    

7. Click the Next button and the New Registration screen appears for you to enter lien registration information in the following sections:
   
   General Information for all Provinces/Territories
   General Information for Manitoba
   General Information for Ontario
   General Information for Quebec
   Secured Parties
   Debtors
   Serial Collateral
   General Collateral
   Special Instructions
   Post-Registration Search
   
    

8. After entering details on the New Registration screen, click the Review Order button and the Registration Review Page appears for you to confirm and submit the order. For more information, see Reviewing and Submitting Registration Order.

General Information for all Provinces/Territories

(see below for further details on provinces of Manitoba, Ontario, and Quebec)

For Manitoba

For the province of Manitoba, the following options are available:

Requested Expiry Date - enter the date the registration is to expire.

MB Collateral Classification section (optional fields) - select the category of the collateral: PMSI (Purchase Money Security Interest) and/or All PAAP (All Present and After Acquired Personal Property).

For Ontario

For the province of Ontario, the following options are available:

ON Collateral Classification section -  select the category of the collateral: Consumer Goods, Accounts, Inventory, Equipment, Motor Vehicle or Other.

Maturity Date - the date the debt will be fully paid if every payment is made according to the original terms of the security agreement, (excluding any days of graces). There is also the option of selecting No fixed maturity date.

Amount Secured  (mandatory if Consumer Goods is selected) - enter the amount that is secured or is intended to be secured under the original terms of the security agreement.

For Quebec

For the province of Quebec, the following options are available:

Requested Expiry Date - enter the date the registration is to expire.

Nature - select the nature of the registration:

RDA - Registration of ownership (installment sale)

RDB - Rights under a lease

RDC - Right of redemption

RDD - Rights of ownership of the lessor (leasing)

RDE - Reservation of ownership and transfer of the reservation of ownership

RDF - Rights under a lease and transfer of rights

RDG - Right of redemption and transfer of the right of redemption

RDH - Rights of the lessor (leasing) and transfer
RHA - Conventional hypothec without delivery

RHB - Conventional hypothec with delivery

RHC - Floating hypothec

RG51 - Security published outside Quebec

Depending on the Nature selection, the applicable fields in the section become available for input. The example screen shot below shows RDF selected.

Secured Parties

In the Secured Parties section, you have the following options regarding the secured party name attached to the registration:

Use company name as indicated in user profile (default) -  the company name in your user profile.

Use Transit - or you can enter the transit number for the branch that has a security interest.

If a different or an additional secured party is required, then enter it in the available rows in the section. Up to two secured parties can be entered.  

Debtors

In the Debtors section, enter the legal names of the debtor(s). Ensure for each debtor added, you indicate if it is an Individual or Business debtor by selecting the appropriate radio button. Additional debtors can be added by clicking the Add button.  If there is more than one debtor, and the address is the same, then you can click the Copy Address button to copy the address of the first debtor to the second and any additional debtors.

Serial Collateral

In the Serial Collateral section, enter the details of any serial collateral that is being registered. Additional serial collateral can be added by clicking the Add button.  

General Collateral

In the General Collateral section, select the appropriate description from the dropdown and click the Add button to display the associated text in the text box. If necessary, you also have the ability to edit or key in the general collateral text in the text box.

Special Instructions

The Special Instructions section is available to enter any extra information regarding the registration.

Post-Registration Search

Name - to conduct a post-registration search on the debtor after a successful submission to the PPR.

Vehicle - to conduct a post-registration search on the vehicle after a successful submission to the PPR.