Resource Centre

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2018 MANAGEMENT REPORT OF FUND PERFORMANCE – HERITAGE PLANS
The Heritage Educational Foundation releases the Heritage Plans Management Report of Fund Performance (MRFP). This report provides an overview of the position and financial results of the Plans for the relevant period.
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2018 AUDITED FINANCIAL STATEMENTS – HERITAGE PLANS
The Heritage Educational Foundation releases the Heritage Plans Audited Financial Statements for the years ended December 31, 2018 and December 31, 2017.
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Maturity Notice for Active Plans
This maturity notice is for plans with a maturity date of July 31, 2019 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
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Maturity Notice for Inactive Plans (2019 Maturity Year)
This maturity notice is for inactive plans with a maturity date of July 31, 2019 only. Please review this document which contains important information and deadlines regarding the upcoming maturity of your plan.
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Maturity Notice for Inactive Plans (2015-2018 Maturity Year)
This maturity notice is for inactive plans with a maturity date from July 31, 2015 to December 31, 2018, inclusive. Please review this document which contains important information regarding the upcoming maturity of your plan.
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Educational Assistance Payment Notice
This notice is for plans that have matured under the Scholarship Option where the beneficiary is eligible to apply for an educational assistance payment (EAP) for the 2018/2019 school year. Please review this document as it contains important information about the EAP application process.
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Maturity Notice for Active Plans (Maturity Year 2018 and prior)
This maturity notice is for plans with a maturity date of July 31, 2018 or prior. 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 4, 2017.
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HERITAGE PLANS PROSPECTUS 2018
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 2018
Heritage Plans 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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EDUCATION SAVINGS PLAN CONTRACT FOR HERITAGE PLAN
This Education Savings Plan Contract is applicable for all subscribers who enrolled in the Heritage Plans as of August 29, 2018.
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2016 HERITAGE ANNUAL REPORT
The Heritage Educational Foundation releases the 2016 Annual Report for the Heritage and Impression Plans.
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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 August 9, 2016 to August 3, 2017, inclusive.
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THE 2018 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, 2018.
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REPORT OF THE INDEPENDENT REVIEW COMMITTEE OF HERITAGE EDUCATIONAL FOUNDATION
Report of the Independent Review Committee Fiscal Year 2017
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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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TOP 10 REASONS WHY YOU NEED AN RESP
The Top 10 Reasons To Choose a Heritage Plan summarizes, in a two-page format, the main reasons why Knowledge First 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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