We are responding to the changing needs of our Subscribers and Beneficiaries by proposing important changes to the Heritage Plans to better our offerings to you, our clients!
Over the last several years we have been observing a developing trend in the needs of our customers, requiring more flexibility and greater access to funds for post-secondary education. The proposal of changes to the Heritage Plans is our response to these ever-evolving needs. We strongly believe that these changes will allow for greater accessibility to educational assistance payments (“EAP”) and, overall, a better value for the Subscribers and Beneficiaries.
AFTER CAREFUL CONSIDERATION OF THE PROPOSED PLAN CHANGES CONTEMPLATED FOR THE PLANS, THE HERITAGE EDUCATIONAL FOUNDATION BOARD OF DIRECTORS HAS APPROVED THE PROPOSED PLAN CHANGES. CONSEQUENTLY, THE BOARD RECOMMENDS THAT SUBSCRIBERS VOTE IN FAVOUR OF THE RESOLUTION.
As a Subscriber of the Heritage Plans, you are entitled to one vote per unit. You can vote by mail, telephone or in person.
• To vote by mail: Please use the Form of Proxy sent to you as part of voting materials and return it in the addressed postage paid envelope. If you cast your vote by telephone, do not send in the Form of Proxy.
• To vote by telephone: To cast your vote by telephone, please call 1.866.732.VOTE (8683). Please do not vote by telephone if you have already submitted your vote using the Form of Proxy.
Important note to Subscribers and Beneficiaries whose Plans mature on July 31, 2014 or who are already receiving payments from their Plans:
Heritage Education Funds is a division of Knowledge First Financial Inc. Knowledge First Financial Inc. is a wholly owned subsidiary of the Knowledge First Foundation and is the investment fund manager, administrator and distributor of the education savings plans offered by Knowledge First Foundation and Heritage Educational Foundation. For more information about our education savings plans, please visit knowledgefirstfinancial.ca or refer to our prospectus.