Register for the online service centre

Enter your Policy number

If you are a Policyholder, registering for our Online Service Centre will take just a few minutes. Please read the notes and enter your Policy number to get started. Once you've completed your registration, you will be able to get online instantly to access your Policy valuations and view your Policy activity.

Other types of user, please check below to see how you can gain online access:

  • Policyholders with multiple policies only need to enter one policy number and submit one registration form. When you log in for the first time you will be able to see all your investments with us under a single account.
  • In the case of Joint Policyholders, when both would like to have access, they must register separately.
  • To access our secure Online Service Centre you will need your Username and Memorable Name, which you will choose during your registration. Please be sure to take a note of them.
  • You will also need your One Time Password. This will be sent to the email address you give us during your registration. During your first log in, you will be asked to verify your identity and to amend this to a password of your choice.
  • Access to the Online Service Centre is subject to acceptance of the Terms and Conditions of use. You will need to accept these during your first log in to access your online account.
  • In exceptional circumstances, it may not be possible to complete the registration online, in which case one of our Heritage Administrators will be in touch to help you complete your registration and gain access to your Online Service Centre account.
  • If you have multiple policies, please don't try to register again with a different policy number.
  • You may be required to login via Multi-Factor Authentication, or choose to Opt-in via your account settings, for more information on logging-in via Multi-Factor Authentication please see: MFA Help Video

It's not currently possible to complete registration for corporate access online. Financial Advisers, Portfolio Managers and Fiduciaries should get in touch with their normal contact or use the Contact Us menu item on the login page.

Your Policy number