Broker Accreditation

Welcome to the Heritage online broker accreditation process.  Applying to become an accredited broker with us is easy and should take you less than 20 minutes.

  • Step 1
  • Watch the video below which will tell you everything you need to know about our great range of products and services.

  • Step 2
  • Click on 'Start Your Accreditation Now' and complete the short quiz that follows. Once you have received 100% pass rate you'll be linked to our Broker Accreditation/Transfer Form.

  • Step 3
  • Once the form is complete, you'll receive an email with a copy of your form and further instructions on how to proceed with your accreditation.

  • Step 4
  • Once your Aggregator sends us all the required accreditation documentation, our Broker Support team will then finalise your accreditation. We will provide you with a welcome letter that includes all the information you need when dealing with Heritage Bank.

If you need any help with the accreditation process please do not hesitate to contact

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