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Financial Services promotional product kits

Financial services promotional product kits are compliance-aware bundles for banks, credit unions, wealth managers and accounting firms: branch grand-opening handouts, new-account and business-banking welcome kits, mortgage and auto-loan closing gifts, wealth-management onboarding and annual-review gifts, referral-partner thank-yous, youth financial-literacy packs and tax-season client gifts. Kits are grouped into Budget, Mid, Premium and Luxury tiers. Every kit shows a from-price and minimum order so you can compare options before requesting a quote.

Compose your own kit

Pick a quantity and a budget per kit; we assemble three kits from the live catalog, priced at your quantity.

Updated September 27, 2026

Compare kits

KitTierBudgetAs low asMinimumsItems
Grand Opening HandoutBudget$6–8$10.41 per kitSmall orders welcome5/6 priced
Local PrideMid$14–18$19.99 per kitSmall orders welcome5/5 priced
First 60 DaysMid$9–12$6.43 per kitSmall orders welcome4/5 priced
Business Banking WelcomePremium$35–45$20.31 per kitSmall orders welcome6/6 priced
Mortgage Approval KitPremium$40–50$19.71 per kitSmall orders welcome4/5 priced
Auto Loan KeysMid$10–14$4.05 per kitSmall orders welcome4/5 priced
Quiet Luxury OnboardingLuxury$120–160$66.89 per kitSmall orders welcome5/5 priced
Annual ReviewPremium$40–55$17.55 per kitSmall orders welcome4/4 priced
COI Referral Thank-YouPremium$30–40$11.35 per kitSmall orders welcome3/3 priced
Saving Is FunMid$12–15$12.52 per kitSmall orders welcome4/5 priced
Document Pickup Thank-YouMid$9–12$6.54 per kitSmall orders welcome4/5 priced
One Quality Desk ItemPremium$14–18$5.78 per kitSmall orders welcome1/2 priced

Branch grand opening & community events

Retractable Ballpoint Pen
Card Holder
Mini Desk Calendar
Non-Woven Tote w/Die Cut Handle+1 item

Grand Opening Handout

Budget · $6–8

The RFID card holder starts a card-security conversation; the pizza cutter and calendar go home to kitchen and desk.

RFID card protector — security story built into the giveaway

As low as $10.41 per kit · 5 of 6 items priced · Small orders welcome

1 of 6 items not on site yet

Request a quote

New account / member welcome kit

PU Leather Stainless Steel Business Card Holder
Mini Desk Calendar
Card Holder
Slim Aluminum Power Bank+2 items

Business Banking Welcome

Premium · $35–45

Desk planner, RFID wallet and power bank for owner-operators; 'meet the team' sheet in the folder.

As low as $20.31 per kit · 6 of 6 items priced · Small orders welcome

Request a quote

Mortgage & auto loan closing

Mini Measuring Tape
32-in-1 Screwdriver Set w/Case
Organic Bamboo Cutting Board w/3 Built-In Compartments
Leather Keyring

Mortgage Approval Kit

Premium · $40–50

Tools for the move-in weekend plus an engraved board for the new kitchen.

Engraved bamboo cutting board (SG0110)

As low as $19.71 per kit · 4 of 5 items priced · Small orders welcome

1 of 5 items not on site yet

Request a quote

Wealth management client onboarding & annual review

Youth financial literacy programs

Accounting firm tax-season thank-you

Compliance notes

  • FINRA Rule 3220 caps non-cash gifts per recipient per year; the limit changed in March 2026 (Regulatory Notice 26-05), and firms may set lower internal caps.
  • Lower limits persist elsewhere: ERISA plan fiduciaries, Form 5500 reporting, MSRB Rule G-20 and state pay-to-play rules; check with your compliance team.
  • Bank Bribery Act (18 U.S.C. 215): only advertising or promotional material of reasonable value may go to bank or credit union employees; institutions set internal ranges.
  • IRS business-gift deduction is capped per recipient; low-cost permanently imprinted items count as advertising. Document cost and recipient for audits.
  • Items for youth financial-literacy programs need children's-product testing on file.

Calendar

  • Tax season (January-April 15)
  • Financial Literacy Month (April)
  • Credit Union Day (third Thursday, October)
  • Year-end client reviews (November-December)
  • Branch openings (year-round)

Products for Financial Services

Retractable Key rings

Retractable Key rings

Light-weight retractable badge holder with extends to 23.62inch/60cm long, 360 rotating to access or swipe to your ID badge, extends and returns easily, with no snags and hitches. Durable sonic welded hard plastic case makes It very strong, metal carabiners clip and belt clip, stainless steel key ring and high performance coil strong pulling and recoil capacity lasts for more than 1 million pulls.

As low as

$0.94

Min. Order

300 pcs

Piggy Bank

Piggy Bank

It's time for customize with the name or slogan of your choice in colorful, unique text. The piggy bank is the most popular gift among children,an adorable way to save your baby's first coins,perfect nursery decoration for any baby nursery room.

As low as

$8.14

Min. Order

300 pcs

Pencil Case

Pencil Case

Our pencil case is essential in keeping your things organized. Great for holding multiple pencils, pens & erasers. Logo can be imprinted for promotion. It's a decent gift for ideal for boys and girls,youths and adults for graduation, birthday present, or back to school or travel supplies.

As low as

$1.83

Min. Order

300 pcs

Pencil Case

Pencil Case

This pen box is a multipurpose container that can accommodate all of the essential daily requirements for work, school, home, travel, and more. It makes a respectable present for your loved ones. Excellent graduation, birthday, or new semester gifts and travel items for kids, teens, and adults.

As low as

$1.98

Min. Order

300 pcs

PU Leather Notebook

PU Leather Notebook

This notebook makes an excellent present because PU leather can be used for many years and is not easily destroyed like paper covers. Smooth and comfortable touch, appealing rich macaroon colors can instantly brighten your day.

As low as

$9.26

Min. Order

100 pcs

Key Shape Pen

Key Shape Pen

This key shaped pen is the perfect gift for someone. It has a vintage key shaped design and is ideal for children, students, classmates, school, home or office supplies, business, birthday, Christmas, Halloween, decoration, kid toy, stage props, and etc.

As low as

$0.45

Min. Order

300 pcs

Crystal Gem Ball Pen

Crystal Gem Ball Pen

This crystal diamond pen is the perfect gift for someone. It has a vintage key shaped design and is ideal for children, students, classmates, school, home or office supplies, business, birthday, Christmas, Halloween, decoration, kid toy, stage props, and etc.

As low as

$1.39

Min. Order

300 pcs

Stars Pattern Pen

Stars Pattern Pen

This star pattern pen is the perfect gift for someone. It has a vintage key shaped design and is ideal for children, students, classmates, school, home or office supplies, business, birthday, Christmas, Halloween, decoration, kid toy, stage props, and other occasions.

As low as

$1.56

Min. Order

300 pcs

6 in 1 Tool Pen

6 in 1 Tool Pen

The tech tool pen has six useful features, including a ballpoint pen, a screwdriver, a ruler, and a keychain. Made of aluminum alloy, the strong multipurpose tool pen is durable. It is stronger, more intelligent, and more portable than regular ballpoint pens.

As low as

$2.10

Min. Order

300 pcs

Keychain Embroidered

Keychain Embroidered

This embroidered keychain is ideal for a dearest friend or relative. Use to decorate tote bags, purses, backpacks, and other accessories.

As low as

$1.01

Min. Order

300 pcs

Astronaut Keychain

Astronaut Keychain

It's the ideal pendant for a bag, vehicle key, or other decorating. It is innovative and fashionable with its cartoon astronaut and bell design. Also a great decoration for a birthday or children's party.

As low as

$1.37

Min. Order

300 pcs

Self-defence Pen Key Chain

Self-defence Pen Key Chain

This self-defense pen is constructed of aluminum alloy, and it can defend your safety when you go out.

As low as

$1.52

Min. Order

300 pcs

FAQ

What can a financial advisor give a client under FINRA rules?

Non-cash gifts with an aggregate value per recipient per year under the FINRA Rule 3220 limit, logged in the firm's gift record; cash and gift cards are excluded, and many firms set lower caps. Engraved portfolios, quality drinkware and tone-on-tone apparel fit the Annual Review and Quiet Luxury Onboarding kits. Confirm the current figure with your compliance team.

What is the FINRA gift limit in 2026?

FINRA raised the Rule 3220 annual per-recipient limit for non-cash gifts effective March 30, 2026, under Regulatory Notice 26-05. The cap is aggregate per recipient per year, excludes cash and gift cards, and does not override lower limits under ERISA, MSRB or firm policy. Read the notice or ask your compliance team for the current dollar figure.

What should a bank welcome kit include?

For personal accounts: a soft-touch pen and goal-setting notebook, a presentation folder for the debit card and online-banking guide, a magnet and a reusable tote. For business banking: a desk planner, RFID wallet, power bank and a meet-the-team sheet. The First 60 Days and Business Banking Welcome kits cover both segments.

What are good giveaways for a credit union branch opening?

High-volume home items people keep: an RFID card sleeve with a security message, a click pen, magnetic calendar, jar opener or pizza cutter and a grocery tote. Local imagery on a tote or mug and a piggy bank for the kids' table add community feel. See the Grand Opening Handout and Local Pride kits.

Can bank employees accept gifts from vendors?

Only within narrow limits. The Bank Bribery Act allows advertising or promotional material of reasonable value, such as pens, notepads and calendars, and each institution publishes its own internal ranges and reporting steps. Anything beyond that typically needs disclosure or refusal. Vendors should check the institution's policy before sending anything to staff.

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