Announced details
Securities trading, asset management services, and the sale and intermediation of investment trusts and foreign bonds for IFA firms
Services can be launched in as little as approximately 2 weeks after the contract is signed
GAIA handles the opening of securities accounts and acts as an intermediary for investment trust sales and bond transactions, while Smartplus handles securities account management, investment trust offerings and sales, and bond transactions.
Head office: Shinjuku-ku, Tokyo; Representative Director and President: Nakagiri Hirotaka (中桐啓貴). Founded in 2006. An independent IFA firm not affiliated with a specific financial institution, providing securities, insurance, home loan and inheritance consulting services.
The impact of this matter on financial results is expected to be minor.
The company does not address Contract Value / Offering price.
| Item | Details |
|---|---|
| Names of Products / Services Covered | Digital Wealth Manager（DWM） |
| Counterparty | GAIA株式会社 |
| Counterparty overview | Head office: Shinjuku-ku, Tokyo; Representative Director and President: Nakagiri Hirotaka (中桐啓貴). Founded in 2006. An independent IFA firm not affiliated with a specific financial institution, providing securities, insurance, home loan and inheritance consulting services. |
| Relationship with the Company | GAIA handles the opening of securities accounts and acts as an intermediary for investment trust sales and bond transactions, while Smartplus handles securities account management, investment trust offerings and sales, and bond transactions. |
| Launch date | 31 March 2026 (already launched) |
| Applicable area | Securities trading, asset management services, and the sale and intermediation of investment trusts and foreign bonds for IFA firms |
| Quantitative Effects | Services can be launched in as little as approximately 2 weeks after the contract is signed |
| Impact on Business Performance | The impact of this matter on financial results is expected to be minor. |
Items this document does not state (10)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.GAIA needed to develop an in-house branded securities trading platform to enhance the value it provides to customers, and DWM met the company’s requirements.