UNIVEST

Owners

Goods & Services

Full line of banking services; Direct deposit services; Electronic banking and finance services; Home equity loan services; Home improvement loan services; Mobile banking and finance services; Money market account services; Online banking services; Mortgage banking, brokerage and lending services; Savings and checking account services; Telephone banking services; Wire and electronic funds transfer services; Automated teller machine banking services; Automobile financing services; Certificate of deposit services; College planning services, namely, assisting others in preparing savings plans for future college expenses; Construction financing services; Administering employee benefit plans concerning insurance and finance; Providing lease financing for commercial property; Credit card, check card and debit card issuance and payment processing services; Debt consolidation services; Direct, automatic and online bill payment services; Employee benefits trust administration, management and financial planning services; Financial analysis and consultation services in the field of employee benefits Estate planning services; Financial planning for retirement; Financial planning services; Financial planning services, namely, developing and managing charitable giving programs on behalf of others; Financial portfolio management and analysis services; Financial risk assessment services; Financial, investment, retirement and brokerage services featuring individual retirement accounts, Roth IRAs, and share certificates; Financial administration and management of employee benefit plans; Insurance brokerage services; Insurance brokerage services, namely, providing personal and commercial property and casualty insurance, employee benefits insurance, and services ancillary thereto, namely, claims administration and adjustment; Insurance consulting services in the fields of life, disability, long-term care and individual property and casualty insurance; Investment advisory services; Investment consultation and investment management services; Overdraft protection services; Payroll deduction services, namely, payroll tax debiting services; Share draft and check transaction processing services; Traveler's check issuance services; Trust services, namely, estate trust management and planning services and real estate trustee services; Wealth management services; Providing information in the fields of banking and finance by means of the internet