Heritage Financial Services Limited

Heritage Financial Services Limited (HFSL)’s registered office is located at 2609 Mercy Lane, Belize City, Belize. HFSL is part of the Heritage Bank Group with 100% of its shares owned by its Parent, Heritage International Bank & Trust Limited along with its sister company Heritage Bank Limited.  HFSL was incorporated on 18 January 2011 as Heritage Financial Trust & Services Limited until 22 August 2016 when the name was changed to Heritage Financial Services Limited.

HFSL was formed to provide business-related services other than banking services, but which are ancillary to the banking services being provided by its two shareholders.  The Company has been providing Fiscal Agent services for the last ten years, having signed its first agreement in 2014.  Since then, HFSL has extended its Fiscal Agent services to municipal bodies, schools, and entities within the tourism sector, which use the securities market in its infancy, to raise much-needed resources.

By using the infrastructure, resources, and well-established controls of its shareholders which are banking concerns, HFSL has been able to provide its services with Security, Integrity, and Stability over the years, thus giving comfort to its clients and to the Regulators. 

HFSL is the first licensed Fiscal Agent in the country and continues to be one of the driving forces behind the fledgling domestic securities market in Belize.

Heritage Financial Services Limited is registered by the Financial Services Commission under the Securities Industry Act, 2021.