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Perks@Work Employer

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PERKS@WORK


Enhance your employee benefits package with our free financial benefits program, Perks@Work. As a Perks@Work participant, your employees are entitled to exclusive offers and promotions from various financial segments within Univest. In addition, Perks@Work offers free financial educational seminars, giving your employees the opportunity for one-on-one time with financial experts. Let your employees know how important they are by signing up for Perks@Work today.

Increase satisfaction levels. Build up workplace morale. Improve life for your employees.

  • $100 bonus when you open a personal checking account with direct deposit or bill pay
  • $25 deposit for "Refer-A-Friend"
  • 0.25% rate discount with ACH payment from a Univest account
  • $250 savings on application fee given at closing on primary/secondary residences
  • Free, no obligation auto and/or home quote with multiple carriers represented by Univest
  • $35 waiver of first year custodian fee on brokerage IRA accounts
  • Credit up to $75 towards transfer fees for new incoming accounts
In order to qualify for the Perks@Work Program, you must be employed at a participating company or organization. Rates, offers and program terms and conditions are subject to change at any time without notice. Offers may not be combined with any other offer or promotion. From time to time, Univest may extend certain promotional or limited-time offers outside the Univest Perks@Work program. Employees can qualify for these offers and will be extended the promotional or limited-time offer in the event it is greater than the offer(s) available through Univest Perks@Work.

1. Banking
$100 Bonus: To qualify for the $100.00 bonus, you must open a new personal checking account with an initial deposit of funds coming from a source other than Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. and establish a recurring direct deposit of government, payroll, annuity or pension checks or set up Univest Online Bill Pay and make 3 separate bill payments to 3 different vendors per month for 3 months within 90 calendar days initial account opening. The bonus will be deposited into your new account after 3 months of recurring direct deposits or 3 months of required bill payments. Checking account must remain open for a minimum of 12 months or you will be required to pay a fee of $20. Limit one checking account-related reward per customer, per calendar year. May not be combined with any other offer. This offer is subject to change without notice. Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. customers with a checking account do not qualify. Employees of Univest Corporation of Pennsylvania and its affiliates, which includes Valley Green Bank, a Division of Univest Bank and Trust Co., are not eligible. Bonus offer is not available on business checking accounts. Account is subject to approval. A 1099 form may be issued.

Refer-A-Friend: Referring customer must be 18 years or older and have an active checking or savings account with Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. Cash bonus will be credited within 90 days of account opening. Accounts must be open and in good standing at time of payment of cash bonus. Cash bonus may be taxable income. Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. employees, their family members and any of their joint account holders are not eligible to participate in the program. Univest reserves the right, in our sole discretion, to suspend, disqualify, limit or revoke this promotional offer to any person or account holder we find or believe to be manipulating or otherwise abusing the process, fairness, integrity or operation of the promotional offer. Univest reserves the right to modify or end the program at any time without prior notice. Referred client must be 18 years or older and not have had a Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. personal or business account. Referred client must open any Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. personal or business checking or money market account. All accounts are subject to approval. Standard minimum account-opening balances apply. Offer limited to one account per referred client. Cash bonus will be credited within 90 days of account opening. Accounts must be open and in good standing at time of payment of cash bonus. Cash bonus may be taxable income. Univest or Valley Green Bank, A Division of Univest Bank and Trust Co. employees, their family members and any of their joint account holders are not eligible to participate in the program. Univest reserves the right, in our sole discretion, to suspend, disqualify, limit or revoke this promotional offer to any person or account holder we find or believe to be manipulating or otherwise abusing the process, fairness, integrity or operation of the promotional offer. Univest reserves the right to modify or end the program at any time without prior notice.

1. Personal Loans
0.25% Annual Percentage Rate (APR) discount on loan interest applied to loans with automatic payment from a Univest or Valley Green Bank, a Division of Univest Bank and Trust Co. checking or savings account. If the checking or savings account is closed or automatic payments are discontinued the Annual Percentage Rate will increase by 0.25%. The 0.25% APR discount does not apply to Mortgages and credit cards.

1. Mortgages
A $250 credit will be given at closing, with the purchase or refinance of a mortgage loan through Univest when used to finance a primary or second home. Does not apply to investment properties. May not be combined with any other offer. Mortgage loan applications are subject to qualification and approval of borrower(s) and property. Contact a Univest Home Loan Consultant for additional information and guarantee details. All loan applications are subject to approval. Interest rates vary based on credit score and other credit criteria, including loan to value for home-secured loan requests. 

2. Personal Insurance
Insurance products offered through Univest Insurance, Inc., a licensed insurance agency affiliate of Univest Corporation, are obligations of and underwritten by unaffiliated insurance companies. They are not insured by the FDIC or any other agency of the United States and are not deposits of or guaranteed by any bank. The purchase of insurance is not a condition of any banking product or service and will not affect credit decisions.

Quotes provided by Univest Insurance, Inc. are based upon basic rating information only and should not be considered as a formal offer of insurance. No coverage will be bound solely by the offer of any quote, but will be subject to underwriting review and approval.

3. Investments
Securities and insurance products are offered through Univest Investments, Inc., member FINRA/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.

$75 Transfer Fee Credit: Univest Investments, Inc. will reimburse account transfer fees up to $75 charged by your previous investment firm when you transfer your account of $50,000 or more. One-time credit applies to new account transfers only. In order to be reimbursed, you must submit a copy of your statement to Univest Investments, Inc. Credit will be deposited into your account within 30 days of receipt or evidence of charge. May not be combined with any other promotion or offer. Univest Investments, Inc. reserves the right to terminate or change this offer at any time without prior notice.

$35 custodian fee: Univest Investments, Inc. will waive the first year’s custodian fee on brokerage Individual Retirement Accounts (IRAs). Credit will be deposited into your account within 30 days of the date your account is charged. Annual custodial fees are billed and charged to your account in arrears on the account anniversary date. May not be combined with any other promotion or offer. Univest Investments, Inc. reserves the right to terminate or change this offer at any time without prior notice.

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