Announced details
Financial product intermediation for IFAs and financial planners, asset management, discretionary investment management, investment trusts, foreign bonds, and asset building through the new NISA program
シグマ has adopted Smartplus’s DWM, with Smartplus responsible for securities account administration, execution of investment trust and bond transactions, and management under discretionary investment management agreements. Capital and personal relationships: not disclosed.
Head office: Nagoya, Aichi Prefecture; Representative Director: Yoshida Atsushi (吉田篤). A financial planning firm operating IFA and financial planning businesses. It has operated in Nagoya for more than 13 years and has employee-advisers who hold CFP® and securities analyst qualifications.
シグマ: Nagoya, Aichi Prefecture. スマートプラス: 9th floor, Sumitomo Fudosan Kudankita Building, 1-8-10 Kudankita, Chiyoda-ku, Tokyo.
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）, +Alpha (Plus Alpha), Smart Bond |
| Counterparty | シグマ株式会社 |
| Counterparty overview | Head office: Nagoya, Aichi Prefecture; Representative Director: Yoshida Atsushi (吉田篤). A financial planning firm operating IFA and financial planning businesses. It has operated in Nagoya for more than 13 years and has employee-advisers who hold CFP® and securities analyst qualifications. |
| Relationship with the Company | シグマ has adopted Smartplus’s DWM, with Smartplus responsible for securities account administration, execution of investment trust and bond transactions, and management under discretionary investment management agreements. Capital and personal relationships: not disclosed. |
| Launch date | 9 June 2026 (already launched) |
| Applicable area | Financial product intermediation for IFAs and financial planners, asset management, discretionary investment management, investment trusts, foreign bonds, and asset building through the new NISA program |
| Location | シグマ: Nagoya, Aichi Prefecture. スマートプラス: 9th floor, Sumitomo Fudosan Kudankita Building, 1-8-10 Kudankita, Chiyoda-ku, Tokyo. |
| 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.To enable シグマ to establish a securities trading platform under its own brand and enhance the value it provides to customers. スマートプラス also stated that it will strengthen the platform’s functionality and its partner strategy to make the platform the choice of IFA and financial planning firms.