Startup Banking

^{*Clients eligible for a new account bonus of $250.00 if they maintain a minimum average daily balance of $100,000.00 of new money in non-interest-bearing checking accounts for six (6) consecutive months. New account bonus shall be deposited to the client’s selected Leader Bank checking account within fifteen (15) days of client meeting the above criteria. Average balances shall be calculated across all checking accounts maintained by a business founder/founding group; limit one bonus per business founder/founding group.}

Leader Bank is partnering with Fidelity Private Shares to provide an exciting new benefit for qualifying clients of our VC/PE and Technology Banking group.  Qualifying Leader Bank clients can receive a one-time credit of up to $2,400.00 as reimbursement for their purchase from Fidelity Private Shares of a one-time package for a 409A valuation and a year’s subscription to the cap management software Fidelity Private Shares℠ (the “Fidelity Package”)**.  To qualify, client must meet the following criteria:

• Open or have an existing Leader Bank business non-interest-bearing checking account (“Checking Account”) that has had at least three (3) transactions per month for a period of three consecutive months;
• Submit a paid invoice to your Leader Bank relationship manager showing the client’s purchase of the Fidelity Package for an amount not to exceed $2,400.00***; and
• For at least one (1) month within six (6) months of submitting the invoice above, maintain both (a) a combined average daily balance of $250,000.00 in the Checking Account and (b) a combined average daily balance of $500,000.00 between the Checking Account and any Leader Bank money market account opened by the client.

Upon the completion of the three steps above, Leader Bank will issue a credit to your Checking Account for the amount paid on your invoice up to $2,400.00!**** For more information on this one-time offer, please contact us.

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^{**Leader Bank encourages you to independently evaluate the Fidelity Package and any other services offered by Fidelity Private Shares℠ to determine if they are appropriate for you.  The Fidelity Package is provided by Fidelity Private Shares℠ and not Leader Bank; Fidelity Private Shares℠ is solely responsible for the contents and effectiveness of the Fidelity Package and Leader Bank makes no warranty or guarantee as to the Fidelity Package.***To qualify for this offer, invoices must be submitted no less than six (6) months following payment by the client for the Fidelity Package.****Leader Bank shall deposit any credit earned pursuant to this offer to the Checking Account within fifteen (15) business days of Leader Bank’s determination that a client has qualified for this credit; Leader Bank shall have sole discretion to determine whether a client qualifies.  If the invoice paid for the Fidelity Package shows an amount paid greater than $2,400.00, the credit provided hereunder shall be capped at $2,400.00.  If the Checking Account is closed prior to the posting of the credit offer described herein, client shall forfeit the credit.  A client may receive this credit only once; any client who has previously received a credit under this program may not receive a second credit.  Any amount credited may be reported as miscellaneous income to the client for tax reporting purposes.  Offer subject to change without notice; the contents of this material may not be reproduced or redistributed in any manner without the express written consent of Leader Bank.}