Financial services swag people actually keep.
Promotional products and client gifts for banks, credit unions, advisors and accounting firms, planned to your budget per person. Tell SwagZone AI who it's for and how many, and get real, branded products with estimated prices in seconds.
Where financial services teams use swag
Three moments financial services teams plan for. Each has its own page with ideas and prices.
Client thank-yous and renewals
One well-made gift per client at renewals, milestones and year end.Client gift setsBranch and member events
Seminars, member days and community events: giveaways people keep.Event and seminar giveawaysStaff recognition and new hires
Thank-yous for staff and a first-day kit for new team members.Staff appreciation giftsWhat financial services teams order
Ready-made gift sets and the items banks, advisors and accounting firms ask for most. Estimated prices at 50 units.
Toscano Genuine Leather Refillable Journal ComboWhat's in it: Toscano genuine leather refillable journal + black Glacio aluminum pen/stylus, in a 2-piece black gift box~$45.00 CAD each at 50 unitsShips from CanadaYour quote confirms shipping and any duties.- Craftsman Gift SetWhat's in it: Leather-palm gardening gloves + steel-headed garden tools + smartphone/tablet stand and more, in a rustic wooden crate~$153.53 CAD each at 50 unitsShips from CanadaYour quote confirms shipping and any duties.
- Toscano Genuine Leather Refillable Journal ComboWhat's in it: Toscano genuine leather refillable journal + black Glacio aluminum pen/stylus, in a 2-piece black gift box~US$44.98 each at 50 unitsShips from the USAYour quote confirms shipping and any duties.
- Elite Escape 5-piece Gift SetWhat's in it: Vanguard single meeting journal + dual card luggage tag + RFID passport holder + Victor metal ballpoint pen + Vanguard duffle (all packed in the duffle)~US$133.59 each at 50 unitsShips from the USAYour quote confirms shipping and any duties.
How much does financial services swag cost?
Pick a level, then let the budget per person decide the ideas.
Financial services gift rules
Two separate rules, one for each regulator’s guidance. Not legal advice: always check with your firm’s compliance team.
What are the gift limits for financial advisors in the US?
For broker-dealers, FINRA Rule 3220 sets a limit of $300 per person per year on gifts from a firm and its associated persons; it was raised from $100 on March 30, 2026. Pens, notepads, modest desk ornaments and logo items of nominal value are outside the limit. Check your firm's compliance team before you give. Sources: FINRA Rule 3220; FINRA Regulatory Notice 26-05.
What are the gift rules for financial advisors in Canada?
Canadian regulators treat gifts as a material conflict of interest. Their joint staff notice lists controls firms use: dollar limits set by the firm, gifts of nominal value, approval in advance, no cash gifts and a log of what is given. Check your firm's gifts policy before you give. Source: Joint CSA/CIRO Staff Notice 31-363 (2023).
Financial services swag questions
What are good promotional products for banks and credit unions?
Useful, well-made things members keep: leather portfolios, insulated drinkware and desk items. See the guide on financial institution promotional products.
What should an accounting firm give clients?
One well-made gift usually beats a box of small items. Check your firm’s gift policy first, then tell SwagZone AI who the gifts are for and your budget per person.
How much should we spend on a client gift?
One premium gift is usually $25 and up. Gift boxes usually run $75–$150 each, and premium boxes $150–$300 or more. Tell SwagZone AI your budget per person and it suggests gifts that fit.
Can you ship gifts to each client separately?
Yes. We ship to one address or many, so each client can receive their gift directly.
What are the gift limits for financial advisors in the US?
For broker-dealers, FINRA Rule 3220 sets a limit of $300 per person per year on gifts from a firm and its associated persons; it was raised from $100 on March 30, 2026. Pens, notepads, modest desk ornaments and logo items of nominal value are outside the limit. Check your firm's compliance team before you give. Sources: FINRA Rule 3220; FINRA Regulatory Notice 26-05.
What are the gift rules for financial advisors in Canada?
Canadian regulators treat gifts as a material conflict of interest. Their joint staff notice lists controls firms use: dollar limits set by the firm, gifts of nominal value, approval in advance, no cash gifts and a log of what is given. Check your firm's gifts policy before you give. Source: Joint CSA/CIRO Staff Notice 31-363 (2023).
Can we add custom packaging, a card or a note?
Yes, on request. Tell us what you have in mind and the team will work it out.
Is it free to plan?
Yes. Free merch plans and mockups, no sign-up. You only pay for the merch you order.
More ways teams use SwagZone
Rather we do it?
Our Swag Concierge team will pick, price and quote for you.
- 1Send a briefWhat it's for, how many and when. A sentence is enough.
- 2We pick and price itOur team sends real products with prices for your quantity.
- 3See it before you orderA free mockup with every quote, no obligation.
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Related guides
Plan financial services swag with SwagZone AI.
Free plans and mockups, no sign-up. You only pay for the merch you order.