Our live chat services are provided to Heritage Plan subscribers and visitors.

Our Live chat agents can assist with the following requests:
  • To answer general questions
  • To provide you with more information about our Company and Products
Name:
Initial Question:

Transcripts of your live chat may be monitored and/or kept on file for quality assurance purposes.

Terms and Conditions

Our live chat service is provided to Heritage Plan subscribers and visitors as they navigate through applicable www.heritageresp.com web pages.

We do not accept any liability for any injury, loss or damage incurred by use of or reliance on the information and advice provided via the live chat service. Visitors using the live chat service are advised that live chat is not intended to substitute for a consultation with one of our licensed Sales representatives and we encourage visitors to schedule a consultation with one of our licensed RESP Representatives to directly address financial planning questions. When speaking to our live chat agent, we may monitor and/or keep transcripts of our live chat for our mutual protection, to enhance customer service and to confirm our discussions with you.

If you are an existing subscriber, your live chat conversation information may be appended to your Heritage Plan subscriber file.

These live chat terms and conditions must be read together with our Privacy Policy. You acknowledge that the Privacy Policy forms part of these terms and conditions. For further details about our privacy practices, visit www.heritageresp.com/privacy or contact us for a copy.

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