Life Plan Consulting through Bank–Securities Company Collaboration
First written in FY2025. 1 of 2 entries say "Advanced", first in FY2026. Latest entry: FY2026.
The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「九州FG証券’s assets under custody reached approximately ¥480 billion as of March 2026, an increase of approximately ¥100 billion over the year.」
Regarding asset-building support through bank-securities collaboration, 九州FG証券’s assets under custody increased from approximately ¥380 billion to approximately ¥480 billion. The number of trust banking service contracts also reached 2,833. - FY2025First statedAnnual report
「Amid the fundamental expansion and permanent establishment of NISA (the Nippon Individual Savings Account scheme), as well as growing demand for asset building due to rising prices and other factors, the group is actively supporting customers in building their assets through appropriate collaboration among Higo Bank, Kagoshima Bank and 九州FG証券. 九州FG証券’s assets under custody stood at approximately ¥380 billion as of March 2025, an increase of approximately ¥30 billion from a year earlier.」
The company identified asset-building support provided by the two banks and 九州FG証券 as a pillar of life-planning consulting under the fourth plan, and disclosed securities assets under custody of approximately ¥380 billion, up approximately ¥30 billion year on year. It is also strengthening inheritance and asset succession support through its trust banking business.