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MATURITY NOTICE
If your plan's maturity date is July 31, 2017, please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
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EDUCATION SAVINGS PLAN CONTRACT FOR HERITAGE PLANS
This Education Savings Plan Contract is applicable for all subscribers who enrolled in the Heritage Plans as of August 9, 2016.
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EDUCATION SAVINGS PLAN CONTRACT FOR IMPRESSION PLAN
This Education Savings Plan Contract is applicable for all subscribers who enrolled in the Impression Plan as of August 9, 2016.
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THE 2016 INTERIM FINANCIAL UNAUDITED REPORT FOR THE HERITAGE PLANS
The Heritage Educational Foundation releases the Heritage Plans interim unaudited financial statements, for the six months ended June 30, 2016.
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THE 2016 INTERIM FINANCIAL UNAUDITED REPORT FOR THE IMPRESSION PLAN
The Heritage Educational Foundation releases the Impression Plan interim unaudited financial statements, for the six months ended June 30, 2016.
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HERITAGE PLANS PROSPECTUS 2016
The Detailed Plan Disclosure contains all details of the Heritage Plans from enrollment to receiving Educational Assistance Payments.
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HERITAGE PLANS - PLAN SUMMARY 2016
Heritage Education Funds RESPs are sold by Prospectus only. Prospectus consists of two parts: the Plan Summary and the Detailed Plan Disclosure. The Plan Summary tells you some key things about investing in this plan.
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IMPRESSION PLAN PROSPECTUS 2016
The Detailed Plan Disclosure contains all details of the Impression Plan from enrollment to receiving Educational Assistance Payments.
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IMPRESSION PLAN - PLAN SUMMARY 2016
Heritage Education Funds RESPs are sold by Prospectus only. Prospectus consists of two parts: the Plan Summary and the Detailed Plan Disclosure. The Plan Summary tells you some key things about investing in this plan.
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2015 HERITAGE ANNUAL REPORT
The Heritage Educational Foundation releases the 2015 Annual Report for the Heritage and Impression Plans.
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2015 COMBINED MANAGEMENT REPORT OF FUND PERFORMANCE AND AUDITED FINANCIAL STATEMENTS - HERITAGE PLANS
The Heritage Educational Foundation releases the Heritage Plans Management Report of Fund Performance (MRFP) and annual audited financials statements for the Heritage Plans. This is a new disclosure document that supplements the Heritage Plans annual audited financial statements. This report provides an overview of the position and financial results of the Plans for the relevant period.
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2015 COMBINED MANAGEMENT REPORT OF FUND PERFORMANCE AND AUDITED FINANCIAL STATEMENTS - IMPRESSION PLAN
The Heritage Educational Foundation releases the Impression Plan Management Report of Fund Performance (MRFP) and annual audited financials statements for the Impression Plan. This is a new disclosure document that supplements the Impression Plan annual audited financial statements. This report provides an overview of the position and financial results of the Plan for the relevant period.
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REPORT OF THE INDEPENDENT REVIEW COMMITTEE OF HERITAGE EDUCATIONAL FOUNDATION
Report of the Independent Review Committee Fiscal Year 2016
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EDUCATION SAVINGS PLAN CONTRACT FOR HERITAGE PLANS
This Education Savings Plan Contract is applicable for all subscribers who enrolled in Heritage Plans from August 7, 2015 to August 8, 2016, inclusive.
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EDUCATION SAVINGS PLAN CONTRACT FOR IMPRESSION PLAN
The Education Savings Plan Contract is applicable for all subscribers who enrolled in the Impression Plan from August 7, 2015 to August 8, 2016, inclusive.
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TOP 10 REASONS WHY YOU NEED AN RESP
The Top 10 Reasons To Choose Heritage Education Funds summarizes, in a two-page format, the main reasons why Heritage Education Funds should be a subscriber's RESP provider of choice.
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EDUCATION SAVINGS PLAN CONTRACT FOR HERITAGE PLANS
This Education Savings Plan Contract is applicable for all subscribers who enrolled in the Heritage Plans from July 31, 2014 to August 6, 2015, inclusive.
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EDUCATION SAVINGS PLAN CONTRACT FOR IMPRESSION PLANS
This Education Savings Plan Contract is applicable for all subscribers who enrolled in the Impression Plan from July 31, 2014 to August 6, 2015, inclusive.
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