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Financial Institution Industry

Since 1999


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  Website Updated 1/21/2012

Your Source for Banking Policies, Procedures, and More.

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:


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 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.



All offers and prices as of 1/21/2012 and subject to change without prior notice.

Take advantage of our special new bank discounts.