Truly Local Referrals
Free money is sweeeet!
If you’re already enjoying the PenFi difference, you know that Niagara’s Truly Local Credit Union treats every member with the advice they’ve come to know and the love and the respect they deserve.
Here’s how it works: Refer a friend, neighbour, family member, or the guy you work with that’s always complaining about his bank. When your friend becomes a member and opens a new loan, mortgage, or invests with us, they’ll get a cash reward and you’ll get one to match.
Got questions? Ready to become a Member and get your bonus?
Completing the form below will make sure you get your referral bonus and also connect you with a PenFinancial Financial Services Specialist. They are here to help you navigate the process of becoming a new Member, or they can even answer any questions you have before you make the jump to Niagara’s truly local credit union.
Valid on new product activations only. Within 30 days after the new mortgage, loans or deposit have been processed, both the referring and new member will receive their incentives by direct deposit to their PenFinancial account. The referring member must have an active personal or sole proprietorship PenFinancial account. The Friends and Family Referral Program offers cannot be combined with any other PenFinancial rate promotion or special offer.
1- Mortgage minimum of 5 year closed term.
2- Personal loans must be on PenFinancial’s book for one year or, at time of payout, a fee of $100 will be charged against the loan.
3- PenFinancial employees are not eligible for this program.
4 -Mutual funds are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
To read the full terms and conditions for Niagara Shares, please visit trulylocalinvesting.ca
This program is subject to change at any time.