Monex Securities Co., Ltd. press release (2024.10.04) Monex Securities Co., Ltd. October 4th is “Securities Investment Day”, one year since the capital and business alliance announcement with DoCoMo ~Progress of initiatives to provide asset building services that blend into daily life ~ Monex Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo; President and Executive Officer: Yuko Kiyoaki; hereinafter referred to as “Monex Securities”) has been in business for three years since the establishment of its brand vision. As we celebrate one year since the announcement of our capital and business alliance with President: Yoshiaki Maeda (hereinafter referred to as “Docomo”), we would like to introduce products and services for those who want to take another step toward investment. ■Background Since its founding, Monex Securities has provided a variety of services with the aim of enriching the investment environment for individual investors. From January 2024, we also began a business alliance with NTT Docomo, Inc. (Headquarters: Chiyoda-ku, Tokyo, President and Representative Director: Yoshiaki Maeda, hereinafter referred to as “Docomo”). Aiming to realize a world where asset formation services that are integrated into consumers’ lives are provided as a matter of course to a wide range of individual customers in Japan, we provide information and tools that other companies do not have, with the customer’s investment return as our top priority. We are committed to providing high quality products and services. “Securities Investment Day” was established by the Japan Securities Dealers Association as a play on the words “10” and “4” to get more people interested in securities investment. It’s the anniversary. Starting from 2021’s “Securities Investment Day,” Monex Securities will introduce its brand vision “Let’s invest in what’s important” ( https://info.monex.co.jp/lp/brand/
collaboration with Docomo. (1) d card (R) credit card savings (d card savings) With Monex Securities, it is possible to accumulate investment trusts using the “d Card” provided by DoCoMo*1. For the monthly reserve amount ’s d points will be returned to you. For those who have a d card, you can build assets by depositing money through credit card withdrawal without the hassle of depositing money. You can get started.
https://prcdn.freetls.fastly.net/release_image/5159/509/5159-509-620447a24085a65f6a5133079322b190-475×189.jpg *We will inform you again on the Docomo website regarding
compatibility with this service for “d Card” and “d Card GOLD(R)” that start with “4980”, “5302”, or “5334”.
https://prcdn.freetls.fastly.net/release_image/5159/509/5159-509-6eeb55fce18de67e16ab1e38a70b39be-595×138.jpg As part of “eximo Poikatsu” provided by Docomo, you can use your “d card GOLD” contract line for “eximo Poikatsu”. If you register your mobile phone number and save up your credit card using “d Card GOLD” at Monex Securities, you will be able to use it. D Points (limited period/use) will be returned based on the amount, which is the regular point return plus 1.0%. When combined with the benefits of the “d Card Accumulation Commemoration Campaign (Sponsored by Docomo),” the point return rate during the applicable period will be Up to 6.0%. (2) d account (R) linkage If you link your Monex Securities general securities trading account with your d account, your balance of investment trusts, including your NISA account, will be d Points can be accumulated and used to purchase investment trusts. d Points you have before linking your d account You can also purchase it at Accumulated d points can be used for shopping in town or online shopping. It’s Noh.
https://prcdn.freetls.fastly.net/release_image/5159/509/5159-509-f2baf6ab5eac3433e25d218a477501e0-576×277.jpg (3) “Asset formation mini app for beginners” We also plan to start providing asset formation services for beginners through the d Payment (R) app next spring. ■About “Monex Zenryoku NISA Series” In order for individual customers to start building assets and further increase their assets, we offer a series of various measures with the aim of fully supporting the asset building of NISA account users. . (1) NISA Point Zaku Zaku Program Customers who purchase investment trust savings of 10,000 yen or more per month with a NISA account can purchase Japanese stocks, US stocks, Monex stocks, etc. with a taxable account. If you purchase either Gold or ON COMPASS and meet certain conditions, you can earn up to 2,000 points every month.
Investment trust holding points (d points, Monex points) will be awarded. Contents: d points and Monex points will be awarded every month to those who meet the following conditions. (No entry required) 1. The total purchase amount of investment trusts in your NISA account is 10,000 yen or more per month 2. Japanese stock spot trading, US stock spot trading, ON COMPASS, taxable account
Buy one of Monex Gold * The order of 1. and 2. does not matter. The number of points awarded will vary depending on the number of transactions and purchase amount in 2. Period: October 1, 2024 (Tuesday) to September 30, 2025 (Tuesday) *Based on local trade date (2) Freeing of NISA trading fees (in progress)
With Monex Securities’ NISA, there are no trading fees (*) for all products handled. In addition, with the old NISA account There is also no charge for selling your holdings.
https://prcdn.freetls.fastly.net/release_image/5159/509/5159-509-50e0a110e9b155db299107c7c1b418d1-628×138.jpg * U.S. stocks (domestic transaction fees), trading fees for Chinese stocks, and sales fees for one share (shares less than one unit) are cash. It’s practically free in back format. (3) Build assets steadily with NISA! Continuous investment trust accumulation campaign 50 people will be selected by lottery from among customers who have purchased investment trusts in their NISA account for 3 consecutive months with a total purchase amount of 10,000 yen or more.
We will give away 10,000 Monex points or 500 points to 3,000 people. Already have a NISA account This is open to both those who have just accumulated investment trusts on and those who are new to it. (Entry required) Period: September 13, 2024 (Friday) to January 31, 2025 (Friday) *Based on trade date (4) We also support the transfer of taxable accounts! “Transfer fee (tax included) full cashback campaign!” In addition to NISA accounts, we also support asset formation for those who have transferred their taxable accounts to Monex Securities. We will give you a full cash back on transfer fees (tax included) for investment trusts and Japanese stocks paid at other companies. (Entry required) Period: October 1, 2024 (Tuesday) to December 30, 2024 (Monday) *Based on the transfer completion date For details, see the Monex Securities website (
https://info.monex.co.jp/news/2024/20241004_04.html ) Please see. ■Investment day campaign To commemorate “Securities Investment Day,” we will be holding the following campaign. “Add a friend to the LINE official account and get a free Amazon gift card!” Contents: Add the Monex Securities LINE official account as a friend and apply from the campaign application page. We will give away an Amazon gift card worth 213,104 yen (invested with NISA) to those who make a donation. Period: October 4, 2024 (Friday) to October 11, 2024 (Friday) For details, see the Monex Securities website (
https://info.monex.co.jp/news/2024/20241004_03.html ) Please see. *“d Card,” “d Card GOLD,” “d Account,” and “d Payment” are registered trademarks of NTT Docomo, Inc.
[Important matters regarding transactions with Monex
Securities] Products handled by Monex Securities may incur loss of principal or loss in excess of principal due to price fluctuations, etc. Before making an investment, please read the documents provided before signing the contract and the prospectus carefully. [About Monex Securities Co., Ltd.] Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 165 Member associations: Japan Securities Dealers Association, Type 2 Financial Instruments Business Association, General Incorporated Association Financial Futures Association, Japan Crypto Asset Exchange Association, Japan Investment Advisers Association