All marketing materials in this catalog may be obtained through … · 2015-08-21 · All marketing...
Transcript of All marketing materials in this catalog may be obtained through … · 2015-08-21 · All marketing...
All marketing materials in this catalog may be obtained through Promontory Interfinancial Network’s Marketing Resource Center.
resource.promnetwork.com
Advertisements Print and Web
ICS is a registered service mark, and It Pays to Be Safe is a service mark, of Promontory Interfinancial Network, LLC.
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Brochures General and Public Fund Audiences
Direct Mail General and Public Fund Audiences
Displays Decal and Tabletop Display
Invitations General and Public Fund Audiences
Presentations General and Public Fund Audiences
Prospecting Letters
ReferencesAccount Sample Statements Depositor Control Panel Instructions
Sales Sheets General and Public Fund Audiences
Videos
What’s InsideWhat’s Inside
.
.
Advertisements: Print 1.1
Advertisements: Web (Static) 1.2
With ICS, you can With ICS, you can With ICS, you can access FDIC insurance access FDIC insurance access FDIC insurance on your large deposits.on your large deposits.on your large deposits.
What is ICSWhat is ICSWhat is ICS®®®???
ICS, the Insured Cash SweepICS, the Insured Cash Sweep®® service, is service, is a smart, secure, and convenient way to a smart, secure, and convenient way to safeguard your large deposits. safeguard your large deposits.
How can ICS benefit you?How can ICS benefit you?How can ICS benefit you?
Earn interest.Earn interest.Earn interest. Put funds to work in Put funds to work in money market deposit accounts.money market deposit accounts.
Enjoy peace of mind.Enjoy peace of mind.Enjoy peace of mind. Your ICS Your ICS funds are eligible for multi-funds are eligible for multi-million-dollar protection that’s backed million-dollar protection that’s backed by the full faith and credit of the United by the full faith and credit of the United States government.States government.
No depositor has ever lost a penny No depositor has ever lost a penny of FDIC-insured funds.of FDIC-insured funds.
Maintain access to funds.Maintain access to funds.Maintain access to funds. Withdraw ICS funds up Withdraw ICS funds up to six times per month.to six times per month.
Put funds to work in Put funds to work in
million-dollar protection that’s backed million-dollar protection that’s backed
Placement o yo r n t ro t e IC er ice i ect to tPlacement o yo r n t ro t e IC er ice i ect to t e e term , con ition , an i clo re et ort in t e a reement , term , con ition , an i clo re et ort in t e a reement , incl in t e IC e o it Placement reement, t at yo enter incl in t e IC e o it Placement reement, t at yo enter into wit . Limit an c tomer eli i ility criteria a ly. Pro ram into wit . Limit an c tomer eli i ility criteria a ly. Pro ram wit rawal are limite to i er mont w en in t e IC wit rawal are limite to i er mont w en in t e IC a in o tion. IC an In re Ca wee are re i tere er ice a in o tion. IC an In re Ca wee are re i tere er ice
mark , an It Pay to e a e i a er ice mark, o Promontory mark , an It Pay to e a e i a er ice mark, o Promontory Inter inancial Network, LLC.Inter inancial Network, LLC.
Withdraw ICS funds up Withdraw ICS funds up
e e
into wit . Limit an c tomer eli i ility criteria a ly. Pro ram into wit . Limit an c tomer eli i ility criteria a ly. Pro ram
a in o tion. IC an In re Ca wee are re i tere er ice a in o tion. IC an In re Ca wee are re i tere er ice
How does ICS work?How does ICS work?By working directly with just us – a bank you already know and trust – you can receive coverage through many.
Sign the agreements, Sign the agreements, use an existing use an existing checking or other checking or other transaction account transaction account (or set one up), and (or set one up), and deposit your funds.deposit your funds.
Deposits are Deposits are sent to interest-sent to interest-bearing savings bearing savings accounts at accounts at other banks in other banks in amounts under amounts under $250,000$250,00011
Bank 1Bank 1< $250,000 < $250,000 in principal in principal and interestand interest
Bank 2Bank 2< $250,000 < $250,000 in principal in principal and interestand interest
Bank nBank n< $250,000 < $250,000 in principal in principal and interestand interest
11 e tan ar IC in rance e tan ar IC in rance ma im m i 2 0,000 er in re ma im m i 2 0,000 er in re ca acity, er ank. ca acity, er ank.
It Pays to Be SafeSM
4 / 1 3 © 2013 Promontory Interfinancial Network, LLC.
Who can use ICS?
Businesses of all types
Nonprofits
Other large-dollar depositors
Public fund managers
How can you take advantage of ICS?
Call us today! Let’s talk about how ICS can work for you, and how you can enjoy yield, peace of mind, and flexibility – all at the same time.
Brochures: General Audience 2.1
Brochures: Public Funds
With ICS, you can access FDIC insurance on your large deposits.
What is ICS®?ICS, the Insured Cash Sweep® service, is a smart, secure, and convenient way to safeguard your large deposits.
What are the benefits of ICS?Earn interest. Put funds to work in money market deposit accounts.
Enjoy peace of mind. Your ICS funds are eligible for multi-million-dollar protection that’s backed by the full faith and credit of the United States government.
No depositor has ever lost a penny of FDIC-insured funds.
Maintain access to funds. Withdraw ICS funds up to six times per month.
Save time. By providing access to FDIC insurance through a single bank relationship, ICS can help your public unit comply with investment policy mandates. And with access to FDIC insurance, you can reduce your ongoing collateral-tracking requirements. This means you have the freedom to spend more time accomplishing your public unit’s goals.
Placement of funds through the ICS service is subject to the terms, conditions, and disclosures set forth in the agreements you enter into with us, including the ICS Deposit Placement Agreement. Limits and customer eligibility criteria apply. Program withdrawals are limited to six per month when using the ICS savings option. If a depositor is subject to restrictions with respect to the placement of funds in depository institutions, it is the responsibility of the depositor to determine whether the placement of the depositor’s funds through ICS satisfies those restrictions. ICS and Insured Cash Sweep are registered service marks of Promontory Interfinancial Network, LLC.
Withdraw ICS funds up to Withdraw ICS funds up to
By providing access to FDIC insurance By providing access to FDIC insurance
Placement of funds through the ICS service is subject to the terms, conditions, Placement of funds through the ICS service is subject to the terms, conditions, and disclosures set forth in the agreements you enter into with us, including and disclosures set forth in the agreements you enter into with us, including the ICS Deposit Placement Agreement. Limits and customer eligibility criteria the ICS Deposit Placement Agreement. Limits and customer eligibility criteria apply. Program withdrawals are limited to six per month when using the ICS apply. Program withdrawals are limited to six per month when using the ICS savings option. If a depositor is subject to restrictions with respect to the savings option. If a depositor is subject to restrictions with respect to the placement of funds in depository institutions, it is the responsibility of the placement of funds in depository institutions, it is the responsibility of the depositor to determine whether the placement of the depositor’s funds through depositor to determine whether the placement of the depositor’s funds through ICS satisfies those restrictions. ICS and Insured Cash Sweep are registered ICS satisfies those restrictions. ICS and Insured Cash Sweep are registered
How does ICS work?By working directly with just us – a bank you already know and trust – you can receive coverage through many.
Sign the agreements, use an existing checking or other transaction account (or set one up), and deposit your funds.
Deposits are sent to interest- bearing savings accounts at other banks in amounts under $250,0001
Bank 1< $250,000 in principal and interest
Bank 2< $250,000 in principal and interest
Bank n< $250,000 in principal and interest
1 e tan ar IC in rance ma im m i 2 0,000 er in re ca acity, er ank.
Safety & Freedom
4 / 1 3
For Public Fund Depositors
© 2013 Promontory Interfinancial Network, LLC.
Call us today! Let’s talk about how ICS can work for you, and how you can enjoy yield, peace of mind, and liquidity – all at the same time.
How can you take advantage of ICS?
2.2
Access FDIC insurance and earn interest
on large deposits.
It Pays
To Be Safe.SM
Direct Mail: General Audience 3.1
Access multi-million-dollar FDIC insurance, earn interest, and eliminate ongoing collateral-tracking requirements.
Safety,Return,
Freedom.
Direct Mail: Public Funds 3.2
Displays: Decal 4.1
Displays: Tabletop Display
2013Service Industry Advertising Awards
Best Of Show Award Winner
4.2
ICS is a registered service mark, and It Pays to Be Safe is a service mark, of Promontory Interfinancial Network, LLC.
Invitations: General Audience 5.1
Invitations: Public Funds 5.2
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ICSSM , the Insured Cash Sweep ® serv ice, is a sm art, secure, and conv enient way to safeg uard your larg e sav ing s d ep osits.* W h y is th at? W ith ICS you can:
E arn interest on ICS fu nds p laced into money market dep osit accou nts
E nj oy p eace of mind knowing you r ICS fu nds are eligib le for F D IC insu rance
Y ou do not h ave to ch oose b etween p eace of mind and earning a retu rn on you r money – you can h ave b oth with ICS. A nd you can with draw ICS fu nds u p to six times p er month , too!
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Sm art Sav ing
* Placement of you r fu nds th rou gh th e ICS service is su b j ect to th e terms, conditions, and disclosu res set forth in th e agreements, inclu ding th e ICS D ep osit Placement A greement, th at you enter into with u s. Limits and cu stomer eligib ility criteria ap p ly. Program with drawals are limited to six p er month . ICS is a service mark, and Insu red Cash Sweep is a registered service mark, of Promontory Interfinancial Network, LLC.
E arn interest on ICS fu nds p laced into money market
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E arn interest. A sk u s ab ou t th e interest you can earn u sing ICS.
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E arn Interest
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T he ICS Solution
Product Problem Solution
N o n i n t e r e s t -b e a r i n g c h e c k i n g a c c o u n t s
A r e e l i g i b l e f o r u n l i m i t e d F D I C c o v e r a g e t h r o u g h 2 0 12 u n d e r t h e D o d d - F r a n k A c t , b u t d o n o t e a r n i n t e r e s t
Y o u d o n o t h a v e t o c h o o s e b e t w e e n e a r n i n g a r e t u r n a n d e n j o y i n g p e a c e o f m i n d . F u n d s a r e p l a c e d i n m o n e y m a r k e t d e p o s i t a c c o u n t s t h a t e a r n i n t e r e s t and a r e e l i g i b l e f o r m u l t i -m i l l i o n - d o l l a r F D I C i n s u r a n c e , w h i c h i s b a c k e d b y t h e f u l l f a i t h a n d c r e d i t o f t h e f e d e r a l g o v e r n m e n t .
I n t e r e s t - b e a r i n g c h e c k i n g a c c o u n t s
E a r n i n t e r e s t , b u t f u n d s a r e i n s u r e d o n l y u p t o $ 2 5 0 , 0 0 0 p e r i n s u r e d c a p a c i t y , p e r b a n k
R e p u r c h a s e s w e e p s
M a y e a r n i n t e r e s t , b u t t h e y i e l d c a n b e v e r y l o w ; t h e p r o c e s s c a r r i e s a d m i n i s t r a t i v e t r a c k i n g b u r d e n s ; a n d t h e i n v e s t m e n t i s n o t b a c k e d b y F D I C i n s u r a n c e
C o l l a t e r a l i z e d d e p o s i t s
A d m i n i s t r a t i v e t r a c k i n g p r o b l e m c a n b e m o r e o n e r o u s t h a n w i t h r e p o s w e e p s , a n d o n l y c e r t a i n t y p e s o f d e p o s i t s c a n b e c o l l a t e r a l i z e d
M o n e y m a r k e t m u t u a l f u n d s
E a r n i n t e r e s t , b u t t h e y i e l d m a y b e v e r y l o w , a n d t h e i n v e s t m e n t i s n o t b a c k e d b y t h e f u l l f a i t h a n d c r e d i t o f t h e f e d e r a l g o v e r n m e n t
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By working directly with j u st u s – a b ank you already know and tru st – you can receive coverage th rou gh many.
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Work D irectly With J ust O ne B ank
* T h e standard F D IC insu rance max imu m is $ 2 5 0 ,0 0 0 p er insu red cap acity, p er b ank.
Sig n the ag reem ents, use an ex isting checking or other transaction account ( or set up one) , and d ep osit your fund s
D ep osits are sent to interest- bearing sav ing s accounts
at other banks in am ounts und er $ 2 5 0 , 0 0 0 *
B ank 1 < 2 5 0 , 0 0 0 in
p rincip al and interest
B ank 2 < 2 5 0 , 0 0 0 in
p rincip al and interest
B ank n < 2 5 0 , 0 0 0 in
p rincip al and interest
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E nj oy p eace of m ind . Y ou r ICS fu nds are eligib le for mu lti- million- dollar p rotection th at’ s b acked b y th e full faith and credit of th e U nited States government. No dep ositor h as ever lost a p enny of F D IC- insu red fu nds.
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E nj oy P eace of M ind
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F ollow T hese Straig htforward
Step s
R eceive one month ly statement from u s su mmariz ing you r accou nt activity and b alances across institu tions.
Identify an ex isting ch ecking or oth er transaction accou nt, or set u p a new one, to b e u sed with ICS at ou r b ank.
Sign an ICS D ep osit Placement A greement and a cu stodial agreement with u s.
H ave you r dep osited fu nds p laced into money market dep osit accou nts at oth er b anks u sing ICS.
See wh ere you r fu nds are at all times b y u sing online tools sp ecially develop ed for ICS.
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U tiliz e conv enient online tools. Ch eck you r ICS b alances, keep track of month ly p rogram with drawals, and monitor oth er imp ortant information of interest to you .
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U tiliz e Conv enient O nline T ools
www.dep ositorcontrol.com
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A s always, you r confidential information remains p rotected. Let u s know if you wou ld like to learn more ab ou t ou r p rivacy p olicy.
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R est Assured
Insert Bank Logo
H ere
Let’s talk about how ICS can work for you.
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We’re Here to Answer Your
Questions
Presentations: General Audience 6.1
Insert Bank Logo
H ere
ICSSM , the Insured Cash Sweep ® serv ice, is a sm art and conv enient way for p ublic fund m anag ers to safeg uard larg e sav ing s d ep osits.* W h y is th at? W ith th e ICS service, you can:
E arn interest on fu nds p laced into money market dep osit accou nts
E nj oy p eace of mind – feel good knowing you r ICS fu nds are eligib le for F D IC insu rance
A ccess fu nds
Save time and accomp lish more
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Sm art Cash M anag em ent
* Placement of you r fu nds th rou gh th e ICS service is su b j ect to th e terms, conditions, and disclosu res set forth in th e agreements, inclu ding th e ICS D ep osit Placement A greement, th at you enter into with u s. Limits and cu stomer eligib ility criteria ap p ly. Program with drawals are limited to six p er month wh en u sing th e ICS savings op tion. If you are su b j ect to restrictions with resp ect to th e p lacement of fu nds in dep ository institu tions, it is you r resp onsib ility to determine wh eth er th e p lacement of you r fu nds th rou gh ICS, or a p articu lar ICS op tion or transaction, satisfies th ose restrictions. Insu red Cash Sweep is a registered service mark, and ICS is a service mark, of Promontory Interfinancial Network, LLC.
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E arn interest. A sk u s ab ou t th e interest you can earn u sing ICS.
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E arn Interest
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Access fund s. W ith draw ICS fu nds u p to six times p er month .
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Access F und s A n ex amp le:
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Sav e T im e & Accom p lish M ore
Sav e tim e and accom p lish m ore. By p roviding access to F D IC insu rance, ICS can h elp you r p u b lic u nit comp ly with investment p olicy mandates th rou gh a single b ank relationsh ip . Plu s, you can redu ce you r ongoing collateral- tracking req u irements. A ll of th is means you can sp end more time on accomp lish ing you r p u b lic entity’ s goals.
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P U B L I C F U N D S
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E nj oy p eace of m ind . Y ou r ICS fu nds are eligib le for p rotection th at’ s b acked b y th e full faith and credit of th e U nited States government. No dep ositor h as ever lost a p enny of F D IC- insu red fu nds.
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E nj oy P eace of M ind
Insert Bank Logo
H ere
By working directly with j u st u s – a b ank you already know and tru st – you can receive coverage th rou gh many.
8
Work D irectly With J ust O ne B ank
* T h e standard F D IC insu rance max imu m is $ 2 5 0 ,0 0 0 p er insu red cap acity, p er b ank.
Sig n the ag reem ents, use an ex isting checking or other transaction account ( or set up one) , and d ep osit your fund s
D ep osits are sent to interest- bearing sav ing s accounts
at other banks in am ounts und er $ 2 5 0 , 0 0 0 *
B ank 1 < 2 5 0 , 0 0 0 in
p rincip al and interest
B ank 2 < 2 5 0 , 0 0 0 in
p rincip al and interest
B ank n < 2 5 0 , 0 0 0 in
p rincip al and interest
Insert Bank Logo
H ere
9
F ollow T hese Straig htforward
Step s
R eceive one month ly statement from u s su mmariz ing you r accou nt activity and b alances across institu tions.
Sign an ICS D ep osit Placement A greement and a cu stodial agreement with u s.
Identify an ex isting ch ecking or oth er transaction accou nt, or set u p a new one to b e u sed with ICS at ou r b ank.
H ave you r dep osited fu nds p laced into money market dep osit accou nts at oth er b anks u sing ICS.
See wh ere you r fu nds are at all times b y u sing online tools sp ecially develop ed for ICS.
Insert Bank Logo
H ere
See ( online) where your fund s are at all tim es. Ch eck you r ICS b alances, keep track of month ly p rogram with drawals, review and manage p rop osed p lacements, and monitor oth er information of interest to you .
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U tiliz e Conv enient O nline T ools
www.dep ositorcontrol.com
Insert Bank Logo
H ere
A s always, you r confidential information remains p rotected. Let u s know if you wou ld like to learn more ab ou t ou r p rivacy p olicy.
11
R est Assured
Insert Bank Logo
H ere
Let’s talk about how ICS can work for you.
12
We’re Here to Answer Your
Questions
Presentations: Public Funds 6.2
Prospecting Letters 7
ICS is a registered service mark of Promontory Interfinancial Network, LLC.
®
References: Depositor Control Panel Instructions 8.1
References: Account Statement Samples 8.2
Sales Sheets: General Audience 9.1
Sales Sheets: General Audience 9.2
Available for AK, AL, AZ, CT, DE, FL, IA, ID, IL, IN, KY, KS, LA, MD, ME, MI, MN, MO, MS, MT, NE, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WI, WV, WY with
state-specific legislation included on the reverse side.
Sales Sheets: Public Funds 9.3
Video
Available in Flash, MP4, and Windows Media formats.
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www.promnetwork.com(866) 776-6426
www.promnetwork.com(866) 776-6426