Nationwide Rollout of the IFA Business Platform and Enhancement of Value-Added Services
First written in FY2021. 7 of 16 entries say "Restated". Latest entry: 2026-08-14.
3 other companies' latest entry also says "Advanced".
- 2026-08-14AdvancedEarnings
「We will enhance customer management and sales tools to help IFAs pursue customers’ best interests and support improvements in the quality of their advice.」
Presents enhanced customer management and sales tools as specific measures to improve the quality of IFA advice. - FY2026AdvancedAnnual report
「We will enhance customer management and sales tools to help IFAs pursue customers’ best interests and support improvements in the quality of their advice.」
As a measure to strengthen the IFA platform, the company specifically identifies enhancing sales tools in addition to its existing marketing and customer management tools. - FY2026-H1RestatedAnnual report
「• Enhancement of marketing support, customer management tools and sales management tools」
The company continues to enhance marketing support, customer management tools and sales management tools that support IFA activities and customer and sales operations as measures to strengthen the platform. - FY2025Decline in the number of IFA officesAnnual report
「As of the end of May 2025, the company had entered into outsourcing agreements and other arrangements relating to the financial instruments intermediary business with Rakuten Securities, Inc., SBI Securities Co., Ltd., Akatsuki Securities, Inc., Tokai Tokyo Securities Co., Ltd. and Nomura Asset Management Co., Ltd. IFAs affiliated with the company's 19 IFA offices nationwide propose financial products and services to customers while forwarding purchase and sale orders for financial products, including shares, bonds and investment trusts, to securities companies.」
The company states that it has contracts with 5 companies and provides its platform through 19 offices nationwide. The number of offices has declined from the 21 offices disclosed previously. - FY2025-H1RestatedAnnual report
「Enhancement of marketing support and customer management tools」
The company identifies the enhancement of marketing support and customer management tools that support IFA activities and customer service as measures to strengthen the platform. - FY2024-Q1RestatedAnnual report
「The company has focused on expanding its service lineup and increasing assets under intermediation to provide one-stop advice as a partner accompanying customers throughout their life cycles.」
The company continues to pursue a policy of enhancing the value of its platform and business foundation by expanding the service lineup that supports IFAs in serving their customers. - FY2023AdvancedAnnual report
「As of the end of May 2023, the company had entered into outsourcing agreements relating to the financial instruments intermediary business with Rakuten Securities, Inc., SBI Securities Co., Ltd., Akatsuki Securities, Inc., Tokai Tokyo Securities Co., Ltd. and Nomura Asset Management Co., Ltd. IFAs affiliated with the company's 21 IFA offices nationwide propose financial products and services to customers while forwarding purchase and sale orders for financial products, including shares, bonds and investment trusts, to securities companies.」
The number of IFA offices nationwide increased from 20 to 21, and the company continues to provide its platform under outsourcing agreements with 5 companies. - FY2023-Q1AdvancedAnnual report
「In April, the company also entered into an outsourcing agreement with Nomura Asset Management Co., Ltd. relating to the intermediation of discretionary investment management agreements and began offering a goal-based approach wrap service.」
The IFA platform newly began offering intermediation of discretionary investment management agreements and a goal-based wrap service. - FY2022-Q3RestatedAnnual report
「The Group is working to expand the scale and business foundation of its operations, including by increasing the number of affiliated IFAs and assets under intermediation, by enhancing the value of the platform it provides to IFAs and improving the satisfaction of affiliated IFAs.」
The company continues to implement measures to expand the scale and business foundation of its operations by enhancing the value of the IFA platform. - FY2022-Q2AdvancedAnnual report
「This was attributable to expenditures of ¥12.635 million for security deposits paid in connection with the opening of new IFA offices, and ¥8.463 million for the acquisition of equipment for new offices and tangible fixed assets, including PCs for IFAs.」
The company opened new IFA offices and invested in new office equipment and PCs for IFAs. The discussion of its financial position also states that the security deposit for the Shinjuku No. 2 office increased by ¥12.635 million. - FY2022-Q1RestatedAnnual report
「In the financial instruments intermediary business, the company has worked to enhance corporate value by increasing the number of affiliated IFAs and assets under intermediation through greater value added by the IFA business platform.」
The company continues to pursue a policy of increasing the scale of its business and corporate value by enhancing the value of the IFA business platform. - FY2021First statedAnnual report
「Based on its belief that IFAs should provide the financial services customers need, the company will seek to further expand the scale of its business by enhancing the value of the IFA business platform it provides.」
As of the end of March 2021, the company operated 20 IFA offices nationwide and had assigned 6 internal control officers. It also charged new contracting parties a monthly system usage fee of approximately ¥100,000.