SBI Securities Co., Ltd.
Announcement of investment trust reserve amount exceeding 200 billion yen ……
SBI Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo, President: Masato Takamura, hereinafter referred to as the “Company”) has a monthly investment trust reserve amount of 200 billion yen as of Sunday, March 31, 2024. I would like to inform you that we have passed the mark. Since exceeding 100 billion yen in September 2023, it has doubled to over 200 billion yen in about seven months. We announced that the set amount of savings for Sumitomo Mitsui Card Accumulation Investment exceeded 50 billion yen on Monday, March 25, 2024, and is expected to reach 60 billion yen in just 8 days thereafter.
We position our investment trust savings service as a powerful tool that will usher in an era of “from savings to asset formation.” Since the start of our service in 2006, we have lowered the minimum setting amount to 100 yen, and set up savings plans. (daily, weekly, monthly, multiple days, bimonthly), the provision of the
smartphone-only app “Easy Savings App”, and the introduction of the Sumitomo Mitsui Investment Trust Savings Service, which will allow you to purchase investment trusts with a credit card issued by Sumitomo Mitsui Card in June 2021. We have undertaken a variety of initiatives to support investors’ asset building, including the launch of the “Card Accumulated Investment.”
In addition, in the “Investment Trust Mileage Service,” where you can earn valuable points based on your holding balance, we have raised the return rate of popular low-cost funds to the same rate as the trust fees we receive as a sales company, contributing to long-term savings. Our thorough low-cost approach has won the support of investors and has led to our widespread use.
In order to continue to expand services suitable for long-term savings for our customers, we are planning to release the “Domestic Stock Savings Service” this fall, which has been highly requested. This is a service that allows even novice investors to easily invest from a few hundred yen per share. We provide services that are easy to understand and use for customers, such as the ability to set up savings using points, and the ability to specify the amount and number of shares you want to save each month.
We will continue to expand our attractive products and services in order to provide “the highest level of service in the industry with the lowest fees in the industry” and support the asset building of individual investors.
-Displays related to the Financial Instruments and Exchange Act, etc.- Trade name, etc. SBI SECURITIES Co., Ltd. Financial instruments business operator, commodity futures business operator
Registration number Kanto Local Finance Bureau (Kinsho) No. 44 Member associations: Japan Securities Dealers Association, Financial Futures Association, General Incorporated Association, Type II Financial Instruments Association,
Japan STO Association, Japan Commodity Futures Association -About fees and risk information-
There are no account opening fees or management fees for SBI Securities’ comprehensive securities account.
When investing in products etc. handled by SBI Securities, you may be required to pay designated fees and necessary expenses for each product. In addition, there is a risk of losses for each product due to price fluctuations (margin trading, futures/option trading, commodity futures trading, foreign exchange margin trading, exchange CFD (Click Kabu 365), etc.) (There is a risk of loss exceeding the principal amount.) The fees and risks to be paid when investing in each product, etc. differ depending on the product, so for details, please refer to the relevant product page on the SBI SECURITIES website, the display according to the Financial Instruments and Exchange Act, etc., or the information provided before the contract is concluded. Please check the documents etc.
More details about this release:
https://prtimes.jp/main/html/rd/p/000000725.000007957.html