Expansion of Affiliated Financial Instruments Business Operators
First written in FY2021. 4 of 12 entries say "Advanced", first in FY2022-Q2. Latest entry: 2026-08-14.
No other company in this theme has enough history to compare yet.
- FY2026SoftenedAnnual report
「The outsourcing agreement concerning intermediary services for discretionary investment management agreements entered into with Nomura Asset Management Co., Ltd. on 27 April 2022 was terminated effective 30 November 2025 due to changes to the company's services.」
While the policy of expanding counterparties and business partners continues, the outsourcing agreement with Nomura Asset Management concerning intermediary services for discretionary investment management agreements was terminated, reducing the number of disclosed outsourcing providers from 5 to 4. - FY2026-H1RestatedAnnual report
「・Accelerate business alliances, M&A and other initiatives」
The company continues to pursue a policy of strengthening the exchange of views and collection of information with companies in the same and other industries and accelerating business alliances, M&A and other initiatives. - FY2025RestatedAnnual report
「To address these risks, the Group will work not only to enhance the value of its platform for IFAs, but also to expand cooperation and business alliances with service providers and specialists related to financial instruments intermediary services.」
The company continues to pursue a policy of expanding cooperation and business alliances with affiliated financial instruments business operators, related service providers and specialists. - FY2025-H1RaisedAnnual report
「③ Further evolution as a financial instruments intermediary chosen by IFAs contributing to stable asset building; strengthening the exchange of views and collection of information with companies in the same and other industries; accelerating business alliances and M&A」
The company has expanded the scope of its policy from expanding cooperation and business alliances with related service providers and others to also include information exchange with companies in the same and other industries and accelerating business alliances and M&A. - FY2023RestatedAnnual report
「To address these risks, the Group will work not only to enhance the value of its platform for IFAs, but also to expand cooperation and business alliances with service providers and specialists related to financial instruments intermediary services.」
The company continues to pursue a policy of expanding cooperation and business alliances with affiliated financial instruments business operators and other counterparties, related service providers and specialists. - 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 company entered into a new outsourcing agreement with Nomura Asset Management, adding a counterparty and business partner relating to the provision of financial services. - FY2022-Q2AdvancedAnnual report
「Tokai Tokyo Securities Co., Ltd. 10 August 2021 Basic Outsourcing Agreement Concerning Financial Instruments Intermediary Services」
The company entered into a basic outsourcing agreement concerning financial instruments intermediary services with Tokai Tokyo Securities Co., Ltd., documenting concrete progress toward expanding its affiliated financial instruments business operators and other counterparties. - FY2021First statedAnnual report
「To address these risks, the Group is taking measures including increasing the number of affiliated financial instruments business operators and other counterparties.」
The company cites increasing the number of counterparties as a measure to address the risk of dependence on specific counterparties.