New Client Discounts
Is Bankpolicies.com new to your U.S. financial institution? Let us welcome you and your organization to our convenient and cost effective services by offering these special New Client Discounts which will be applied to your first order:
- 5% Discount: Purchase 1-4 Templates*
- 15% Discount: Purchase 5-14 Templates*
- 30% Discount: Purchase 15-24 Templates*
- 55% Discount: Purchase 25+ Templates*
These special discounts are only available by placing your order directly with Bankpolicies.com. To place an order, simply send an e-mail to
and be sure to reference "New Client Discount" in your e-mail correspondence. Subsequent orders placed directly with Bankpolicies.com will then be appropriately discounted under our Legacy Rewards Volume Discount Program.
*Form Templates are not eligible for volume discounts. Discounts only apply if your financial institution has never placed an order with Bankpolicies.com as solely determined by us.
New Bank Discounts
Is your U.S. financial institution in organization (de novo bank)? Let us help you and your organization succeed in this new endeavor by offering these special New Bank Discounts off your first order with us:
- 10% Discount: Purchase 1-4 Templates*
- 20% Discount: Purchase 5-14 Templates*
- 35% Discount: Purchase 15-24 Templates*
- 60% Discount: Purchase 25+ Templates*
*Form Templates not eligible for volume discounts. A U.S. de novo financial institution is defined by Bankpolicies.com as one prior to public opening or one that has been open to the public for one year or less.
New Bank Bundle
Want 60% off list price of specially selected policy and job description template products? Learn more about our special New Bank Bundle.
Notices and Additional Instructions
In order to qualify for our New Bank Discounts, including the New Bank Bundle, we must first verify your organization's status as a de novo financial institution by obtaining from you:
- The contact name and telephone number of the state and/or federal regulator you have submitted your application with; or
- If you have not yet submitted your application, contact information (telephone and/or website address) of a state business agency that we can verify your business license to organize a financial institution within your state.
This information is required for us to conduct our qualification process and we appreciate the opportunity to serve you.
Click here for some helpful advice on how to create the policy manual for your new bank.
We offer the convenience of :
*Domestic large volume orders shipped on CD-ROM by two day mail at no extra charge.
New or Revised Products