au Kabucom Securities Co., Ltd.
From November 19th, a service that automatically deposits money when purchasing investment trusts will be added to “au Money Connect”! Realize smooth fund transfers without the hassle of customer operations!
au Kabucom Securities Co., Ltd.
au Jibun Bank Co., Ltd.
au Kabucom Securities Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo, Chairman and President: Akio Ninomiya, hereinafter “au Kabucom Securities”) and au Jibun Bank Co., Ltd. (Headquarters: Chuo-ku, Tokyo, President: Ishizuki Takashi, hereinafter “au Jibun Bank”) will start from November 19, 2022 on “au Money Connect” provided by both companies when purchasing investment trusts (excluding funded transactions). We will add a new “automatic deposit service” that automatically deposits the missing amount from your account to your au Kabucom securities account.
“au Money Connect” has already been well received by more than 150,000 customers, but by using the automatic deposit service, customers do not need to make deposits themselves, making investment trusts easier and smoother. Realize the purchase. In addition, by using it together with the automatic withdrawal service provided from January 2019, it will be easier than ever to transfer funds between au Jibun Bank account and au Kabucom securities account, and au Jibun Bank “au Money Connect Preferential Program” (https://www.kabu.com/item/bab/jbk /program/default.html) to manage your funds more efficiently with preferential interest rates.
You can set the amount to leave in au Jibun Bank for the automatic deposit service and the amount to leave in au Kabucom Securities for the automatic withdrawal service on your au Kabucom Securities My Page. The automatic payment service will be available for setting and use sequentially after the service release on November 19 (daytime). In addition, the automatic deposit service is scheduled to be available around March 2023 for purchases of domestic stocks and investment trusts.
* Click here for a list of au Kabucom Securities press releases (https://kabu.com/company/pressrelease/default.html).
■Overview of automatic deposit service
[Table 2: https://prtimes.jp/data/corp/86540/table/24_1_e4aeca5af9da1c35d4c9807021303ff5.jpg ]
[Notes on investment trusts]
・Investment trusts do not guarantee principal or profits (including dividends). Since the unit price fluctuates due to price fluctuations of the incorporated financial products, there is a risk that the investment principal will fall below.
・Some investment trusts require trust fees, cancellation fees, and other fees, depending on the brand. For fees, etc., please refer to the prospectus and the prospectus supplementary documents on our website.
・If the management company determines that it is difficult to continue investing in investment trusts, the maturity date may be brought forward.
・Please note that, as a general rule, we cannot accept requests for redemption during the closed period for investment trusts that have a closed period.
・Funds of funds are investment trusts that invest in multiple investment trusts, so they indirectly bear the trust fees collected by the investment trusts. For details, please carefully read the prospectus of each brand and the documents delivered before concluding a contract on our website.
・When purchasing advance payment products (investment trusts, etc.), the order may be canceled if there is no cash purchase capacity between the time of application and execution. The stock order amount is preferentially bound regardless of whether it is contracted or not, so it may not meet the application conditions for advance payment products (investment trusts, etc.). When applying for advance payment products (investment trusts, etc.), please carefully read the precautions in the online trading regulations and prospectus supplementary documents, as well as the precautions on the application screen.
[Notes on investment trusts whose main investment targets are domestic stocks] ・Since the NAV fluctuates depending on the price movements of the incorporated stocks, etc., the investment principal may fall below the investment principal due to a fall in the stock price. In addition, the base value may fluctuate due to changes in the management and financial status of the issuers of the incorporated stocks and changes in external evaluations related to them.
[Precautions for investment trusts whose main investment targets are stocks and general bonds, and which are both yen-denominated and foreign currency-denominated]
・Since the base value fluctuates depending on the price movements of the incorporated stocks and bonds, the investment principal may be cut due to a decrease in the stock price or the bond price.
・Because the profit and loss of the assets held fluctuates depending on the market trends and interest rate trends in the investment target country and the exchange rate against the yen, the skillfulness of the unit price depends on the status of asset allocation within the investment trust.
・In general, the bond investment portion will decline as the interest rate of the issuing country rises. In addition, if the yen appreciates against the investment target country’s currency, the yen conversion amount of the investment target assets will decrease.
・The NAV may fluctuate due to changes in the management and financial status of issuers of domestic and foreign stocks and bonds, as well as changes in external evaluations.
・If the issuer of foreign currency-denominated public and corporate bonds and short-term financial products invested by investment trusts becomes insolvent (default) due to poor management, etc., it will cause the NAV to decline.
[Precautions for investment trusts whose main investment targets are public and corporate bonds denominated in foreign currencies and short-term financial products]
・Because of fluctuations in the prices of incorporated foreign currency-denominated public and corporate bonds and short-term financial instruments, as well as changes in foreign exchange rates, the investment principal may be lost due to a decline in the NAV due to price declines. In general, if the interest rate of the investment target country rises, the securities included in the investment will fall in price, which will lead to a decline in the NAV. In addition, if the yen rate rises against the currency of the investment target country, the amount converted to yen will decrease.
・The NAV may fluctuate due to changes in the management and financial status of the issuers of the incorporated foreign bonds and changes in external evaluations related to them.
・If the issuer of foreign currency-denominated public and corporate bonds or short-term financial products invested by investment trusts becomes insolvent (default) due to poor management, etc., this will cause the NAV to decline.
[Precautions regarding currency selection type investment trusts] ・Currency-selective investment trusts are investment trusts designed so that, in addition to investment assets such as stocks and bonds, investors can also choose currencies other than the yen that are subject to currency hedging. If the trading currency is other than the yen, it is necessary to keep in mind that exchange risk of the trading currency against the yen will occur.
[Notes on income distribution of monthly distribution type investment trusts] ・Unlike interest on deposits and savings, investment trust
distributions are paid out of the investment trust’s net assets. Please note that the presence or absence of dividends and the amount thereof have not been finalized.
[Notes on leverage investment trusts]
・The index that leveraged and inverse investment trusts aim to track is an index calculated to be a certain multiple (may be negative) of the price movement of the benchmark index (TOPIX, etc.). This indicator is called leverage indicator.
The rate of increase/decline of the leveraged index usually does not match the rate of increase/decline of the underlying index for the same period multiplied by a certain multiplier for a period of 2 business days or more, and it continues for a long Doing so may not yield the expected investment results.
For the above reasons, leveraged and inverse investment trusts are generally not suitable for long-term investment, but are financial products suitable for capturing relatively short-term market price movements.
Leveraged and inverse investment trusts, etc. may have specific risks depending on the investment object and investment method.
[Notes on investment information]
・Seminars and materials at au Kabucom Securities Co., Ltd. are for the purpose of providing information, and do not solicit specific stocks, recommend trading, or guarantee market trends.
・In seminars and materials at au Kabucom Securities Co., Ltd., product explanations and guidance, etc. for the purpose of soliciting our products, including margin trading, futures and options trading, and foreign exchange margin trading (FX), and information on opening securities accounts We may be able to guide you.
・When investing in products handled by au Kabucom Securities, you may be required to bear the prescribed fees and expenses for each product. Each product, etc. may fall short of the investment principal due to price fluctuations, interest rate fluctuations, foreign exchange fluctuations, etc., and depending on the product, etc., there is a risk of loss exceeding the investment principal (loss in excess of principal).
・Since the fees for each product vary depending on the product, brand, transaction amount, transaction channel, etc., it is not possible to describe the specific amount or calculation method. Please see our website (https://kabu.com/cost/) for details on fees, etc. Fees include consumption tax.
・For details on fees, etc. and risks for products handled by the Company, please refer to the document delivered before the conclusion of a contract, documents such as listed securities, prospectuses, terms and conditions and rules, and “Investment Fees and Risks” on the Company’s website (
https://kabu.com/company/pressrelease/info/escapeclause.html) and transaction rules, etc., and make the final investment decision at your own discretion and responsibility.
au Kabucom Securities Co., Ltd.
Financial Instruments Business Operator Registration: Director of Kanto Local Finance Bureau (Kinsho) No. 61
Bank agency license: Director of Kanto Local Finance Bureau (Gindai) No. 8 Registered as an electronic payment agent: Director of the Kanto Local Finance Bureau (Dendai) No. 18
Member Associations: Japan Securities Dealers Association, Financial Futures Association, Japan Investment Advisers Association, Japan STO Association, Type II Financial Instruments Firms Association au Jibun Bank Co., Ltd.
Registered financial institution: Kanto Local Finance Bureau Director (Tokin) No. 652
Member Associations: Japan Securities Dealers Association, Financial Futures Association
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