Wolters Kluwer Financial Services

Account Services Kit/Account Information Brochure

Our Account Services Kit/Account Information Brochure combines your deposit disclosures with marketing inserts housed in an attractive folder. This convenient system allows you to meet disclosure requirements and educate current and potential account owners about your products and services.

Your deposit disclosure information can be included as a series of individual inserts. Choose any or all of the following compliance elements, and we'll work with you to develop focused disclosures that fit your institution:

  • Electronic Funds Transfers 
  • Terms and Conditions Disclosure 
  • Truth-in-Savings Disclosure 
  • Fees and Charges Disclosure 
  • Funds Availability Disclosure 
  • Privacy Disclosure 
  • Check 21 Act Insert 

Combine these disclosure elements with up to eight marketing inserts. Sample marketing text is provided. Then, select your cover design option and you have a cost-effective, flexible system that allows you to simply order new marketing inserts or new disclosures when you change services or products-or when laws or regulations require it.

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