Referral Perks® Program Rules


TO REFER SOMEONE YOU MUST:

  1. Be an existing First West Credit Union Member, and meet the minimum age requirement of 17.
  2. Visit the Valley First Referral Perks site and click on "SIGN UP AND REFER" to open a profile by submitting your legal name and date of birth—this is how we securely verify your identity as an existing First West Credit Union Member. You'll also need to provide your email address, and accept the Terms & Conditions of the program.
  3. See "Referrer Qualifications" in the Terms & Conditions for more details.


TO BE ELIGIBLE TO USE A REFERRAL YOU MUST:

  1. Not be an existing First West Credit Union Member, and meet the minimum age requirement of 17.
  2. Unlock the referral offer sent to you and sign-up for Valley First Referral Perks by submitting your legal name and date of birth—this is how we securely verify your identity as a new First West Credit Union Member. You'll also need to provide your email address, and accept the Terms & Conditions of the program.
  3. Become a new First West Credit Union Member with a qualifying personal Chequing Account, and set up and complete a recurring pre-authorized debit or credit transaction on this account within 60 days of being referred.
  4. See "New Member Qualifications" in the Terms & Conditions for more details.


QUALIFYING PERSONAL CHEQUING ACCOUNTS INCLUDE:

Simply Free Account®

For more information about our Personal Chequing Accounts, click here.


Frequently Asked Questions


ELIGIBILITY CRITERIA

Who qualifies to participate in the Envision Financial Referral Perks Program? 

Participants of the program must meet the minimum age requirement of 17. A Referrer must be an existing First West Credit Union member in good standing. A Referee must be a non-member of First West Credit Union. See "Referrer Qualifications" and "New Member Qualifications" in the Terms & Conditions for more details.

 

REFERRALS

Do referrals expire?

Yes. Referrals via email and social media are valid for 60 days.

 

How can I see the status of my referrals?

Login to the Valley First Referral Perks website and click "Referral History".


The person I referred deleted the referral email or no longer has the social media posting. What should I do?

Login to the Valley First Referral Perks site and resend the referral. Or your Referee can visit the site, click "Were you Referred?" and enter your email address to register.


How do I register for the Valley First Referral Perks Program if someone has referred me?

Click on the link contained in the Referral Perks email/message and follow the instructions to register for the program.

If you were referred verbally, you must register by clicking the "Were you Referred?" button on the Referral Perks site. Enter the email address of the friend who referred you, and we'll email them to confirm the referral.


Is there a time limit to open an account with First West Credit Union to qualify for the reward?

Yes. A qualified Referee must open their new First West Credit Union Simply Free Account and set up and complete a recurring pre-authorized debit or credit transaction on that account within 60 days of unlocking their offer.

 

VERBAL/FACE-TO-FACE REFERRALS

How do face-to-face referrals work?

The Referrer must register on the Valley First Referral Perks website prior to making verbal referrals. Once registered, the Referrer can make referrals:

  • Verbally. Direct your friends to valleyfirst.com/refer to click on the "Were you Referred?" button. They'll enter your email address and follow the instructions provided by the site, and we'll email you to confirm the referral.
  • Printable cards. Print out referral cards and give them to family, friends and colleagues. They visit the url displayed on the card, click on the "Were you Referred?" button, enter your email address, and follow the instructions provided by the site.


INCENTIVES

How does my Referral qualify for a Referral Perks reward?

When you refer a friend to First West Credit Union, subject to these Rules and the Terms & Conditions of the program, you may each qualify for a $100 account credit 

  • They UNLOCK your referral offer.
  • They meet the minimum age requirement of 17, become a new member of First West Credit Union, open a Simply Free Account and set up and complete a recurring pre-authorized debit or credit transaction on that account.
  • You both complete your Referral Perks profile.

See the Terms & Conditions of the program for more details.

 

How many Valley First Referral Perks rewards can I earn?

Subject to complying with the Rules and accepting the Terms & Conditions, you can earn up to $500 account credit per calendar year. Subject to complying with the Rules and accepting the Terms & Conditions, referees who receive their first reward for being referred are eligible to earn up to $500 account credit per calendar year in additional rewards for making their own referrals.


How long does it take to receive my Referral Perks reward?

Once a referral has been successfully verified and the Referee has set up and completed a pre-authorized debit or credit transaction, you will receive an email congratulating you on earning your reward. Your reward will be credited into your account at First West Credit Union within 7 business days of receiving the email.

 

OTHER

What if my question is not answered here?

Contact the Referral Perks Support Team via the Contact Us link at the bottom of the page.