Ready to refer a friend, family member or colleague to Heritage Bank? Email them now. Click the button below. An email will pop up in your email app with some pre-filled information about the program. Add in your friend's email address and your member number, then click send!
That's okay! If it suits you, you can open a Heritage Bank account online now. Once you're account is all set up and active, provide your member number to the person you're referring. They'll need to quote your member number to us within 28 days of opening their account for you both to go into the draw to win a $1,000 cash prize each*.
Refer a friend, family member or colleague to Heritage Bank and you will both go into the draw to win a $1,000 cash prize each.* If the friend, family member or colleague you've referred opens an eligible Heritage Bank branded Home Loan or Business Loan within three months of becoming a Heritage Bank customer, you both receive a $250 cash reward!*
What are the Terms and Conditions for the Refer a Friend program?
Which Heritage Bank products are applicable for Refer a friend?
Enter the $1,000 draw by referring a friend, family member or colleague to one of these Heritage branded accounts:
Once referred, get a $250 cash reward if your friend, family member or colleague opens a:
The Heritage branded Home Loan or Business Loan must be open and funded within three (3) months of account opening. This promotion excludes Broker introduced loans and Heritage Bank staff and their immediate families. View full terms and conditions of program.
How many people can I refer to Heritage?
You can refer up to five (5) of your friends, family or colleagues to Heritage per month.
How do l tell Heritage that I was referred by a friend?
When will I receive my $250 Home or Business Loan referral cash reward?
In the month after the referred loan settles (is funded), Heritage will check that both the Referrer and New Member met the promotion terms and conditions.
If eligible, Heritage will process the $250 cash reward for the Referrer and New Member by electronic transfer to a Heritage transaction account held in their name within seven days of the end of the month in which we checked eligibility.
For example, if you're loan settled in July then we'll check your eligibility for the promotion in August, and the payment will be made to your account by the August 25.
Where a transaction account for the New Member does not exist, the cash payment will be made to the Heritage Bank home loan account. Where a transaction account for the Referrer does not exist, the payment will be made to such Heritage Bank account of the Referrer as is chosen by Heritage Bank in its absolute discretion. Heritage Bank account details will be used to issue the cash payments.
If you're unsure whether you qualify for the promotion, or have any other questions, talk to your local branch or call us on 13 14 22.
This will determine how best we can help.