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Business Partnership8601Daiwa Securities Group Inc.Financials (excluding banks)

Basic Agreement on Building “みらいたすく,” a Platform Spanning the Financial Sector for Centralizing Inheritance Procedures

10 companies have entered into a basic agreement to build “Mirai Tasuku,” an online platform that centralizes inheritance procedures across financial institutions. The parties will consider and pursue the establishment of a new company, pilot implementation and nationwide rollout.

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Improvement
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Agreements reached under this partnership

Joint venture
8601Daiwa Securities Group Inc.
Alliance partnerSMBC Nikko Securities Inc. / Daiwa Securities Group Inc. / Nomura Holdings, Inc. / Sumitomo Mitsui Trust Bank, Limited / Sumitomo Mitsui Financial Group,Inc. / 三菱UFJ信託銀行株式会社 / Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. / NTT DATA Corporation
Details of the alliance
  1. 1

    Instead of heirs contacting each financial institution individually, the necessary information for inheritance procedures will be shared online, enabling heirs to complete inheritance procedures in one process with each financial institution participating in “Mirai Tasuku.”

  2. 2

    The parties aim to establish a framework for inheritance procedures that is standardized and common across the financial industry, and to provide a procedure platform that is easy for both heirs and financial institutions to understand.

  3. 3

    The parties will establish industry standards and digitize procedures from the customer’s perspective, transcending the boundaries between securities firms, trust banks, banks and other financial institutions.

These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.

Capital and personnel relationships

This indicates whether the companies will do more than work together, such as holding each other’s shares or seconding personnel (capital and business alliance).

Overview of the joint ventureThe parties are considering the possible establishment of a new company whose principal purpose will be to operate “Mirai Tasuku.” The company name, location, business activities, capital contribution and ownership ratios have not yet been determined.
About the partner
Business DescriptionFinancial instruments business / Control and management of the business activities of group companies / Holding company overseeing a global financial services group / Trust banking, related businesses and banking / Management of banks and other companies that may be made subsidiaries under the Banking Act, and related businesses / Trust banking, related businesses and banking / Financial instruments business / Consulting, integrated IT solutions, systems and software development, maintenance and support
Contract Date8 April 2026
Agreements reached under this partnership
ItemDetails
Name of alliance partnerSMBC Nikko Securities Inc., Daiwa Securities Group Inc., Nomura Holdings, Inc., Sumitomo Mitsui Trust Bank, Limited, Sumitomo Mitsui Financial Group,Inc., 三菱UFJ信託銀行株式会社, Mitsubishi UFJ Morgan Stanley Securities Co., Ltd., NTT DATA Corporation
Alliance partner's business activitiesFinancial instruments business, Control and management of the business activities of group companies, Holding company overseeing a global financial services group, Trust banking, related businesses and banking, Management of banks and other companies that may be made subsidiaries under the Banking Act, and related businesses, Trust banking, related businesses and banking, Financial instruments business, Consulting, integrated IT solutions, systems and software development, maintenance and support
Type of allianceJoint venture
Details of the allianceInstead of heirs contacting each financial institution individually, the necessary information for inheritance procedures will be shared online, enabling heirs to complete inheritance procedures in one process with each financial institution participating in “Mirai Tasuku.”, The parties aim to establish a framework for inheritance procedures that is standardized and common across the financial industry, and to provide a procedure platform that is easy for both heirs and financial institutions to understand., The parties will establish industry standards and digitize procedures from the customer’s perspective, transcending the boundaries between securities firms, trust banks, banks and other financial institutions.
Overview of the joint ventureThe parties are considering the possible establishment of a new company whose principal purpose will be to operate “Mirai Tasuku.” The company name, location, business activities, capital contribution and ownership ratios have not yet been determined.
Contract Date8 April 2026
Items this document does not state (17)
Alliance partner's locationAlliance partner's capitalAlliance partner's net salesAlliance partner's operating incomeNumber of shares acquiredAcquisition priceShareholding ratioOwnership ratioDispatch of directors and officersContract PeriodNumerical targets under the allianceShareholding PolicyDate of board resolutionAlliance start dateShare Acquisition Date and Payment DateImpact on Business PerformanceChange in major shareholders

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 reduce the burden on heirs of submitting the same documents to each financial institution and improve the efficiency of inheritance-related administrative procedures at financial institutions.

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Basic Agreement on Building “みらいたすく,” a Platform Spanning the Financial Sector for Centralizing Inheritance Procedures | Daiwa Securities Group Inc. (8601) timely disclosure | Komori