Welcome to the Heritage online broker accreditation process. Becoming an accredited broker with us is easy and should take you less than 20 minutes to complete. Simply watch the video below which will tell you everything you need to know about our great range of products and services. Complete the short quiz which follows and once you have received 100% pass rate, download and email your form and supporting documents to your aggregator.
Once your aggregator has forwarded the documents to our Broker Support team your accreditation will be processed within two business days and you will be provided with a login to our Broker website. If you need any help with the accreditation process please do not hesitate to contact your State Business Development Manager.