ASIC Reference Checking and Information Sharing Protocol

For current or former employees or representatives.

The ASIC reference checking and information sharing protocol (ASIC Protocol) allows for the sharing of performance history of prospective financial advisers and mortgage brokers. 

How to submit a reference request to Heritage 

As set out in the ASIC Protocol you can contact Heritage to submit a reference request.

The reference request and prospective representative's consent must meet the requirements of the ASIC template format.

Please include a copy of the prospective representative's completed consent form with your reference request submission