Tailored support based on each investor’s needs
First written in FY2017. 25 of 31 entries say "Restated". Latest entry: FY2026.
2 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Believing that supporting investors in making the best choices is a securities company’s fundamental mission, we focus on providing “customized” support rather than standardized services to many investors. After learning about each investor’s asset management needs, we provide appropriate products and accurate investment information.」
The company continues to provide products and investment information through customized support tailored to each investor’s asset management needs. - 2026-06-01AdvancedGeneral Meetings of Shareholders
「We have steadily provided asset management consulting that responds closely to customers' financial needs, including presenting sound financial products suited to their future life plans and risk tolerance, providing case-by-case advice and services for challenges they face from time to time, and proposing asset management strategies combining derivatives such as individual stock options.」
The disclosure specifically describes proposals based on life plans, risk tolerance, individual challenges and combinations with derivatives. - FY2025RestatedAnnual report
「Believing that supporting investors in making the best choices is a securities company’s fundamental mission, we focus on providing “customized” support rather than standardized services to many investors. After learning about each investor’s asset management needs, we provide appropriate products and accurate investment information.」
The company continues to provide products and investment information through customized support tailored to each investor’s asset management needs. - FY2025-H1RestatedAnnual report
「We have steadily continued to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each investor’s wealth-building needs. - FY2024-Q3RestatedAnnual report
「Amid these market conditions, the consulting division continued to provide financial products tailored to each customer’s asset-building needs and propose asset management strategies combining derivatives with other investments.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. No new sales methods or performance indicators have been presented. - FY2024-Q2RestatedAnnual report
「Amid these market conditions, the consulting division continued to provide financial products tailored to each customer’s asset-building needs and propose asset management strategies combining derivatives with other investments.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. - FY2024-Q1RestatedAnnual report
「The consulting division continued to provide financial products tailored to each customer’s asset-building needs and propose asset management strategies combining derivatives with other investments.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. No new sales methods or performance indicators have been presented. - FY2023-Q3AdvancedAnnual report
「During the period, the number of accounts for derivatives trading, including futures and single-stock options, increased, and orders for government bond futures also rose, although」
Regarding proposal-driven sales tailored to each investor’s needs, the report cites an increase in the number of futures and single-stock options trading accounts and an increase in orders for Japanese government bond futures as results. Brokerage commissions received, however, were 83.0% of the year-earlier level. - FY2023-Q2RestatedAnnual report
「In the consulting division, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. - FY2023-Q1AdvancedAnnual report
「During the period, the number of accounts increased for products such as bond futures and single-stock options, although」
Regarding proposal-driven sales tailored to each customer’s needs, the report cites an increase in the number of accounts for bond futures and single-stock options as a result. Brokerage commissions received, however, were 75.2% of the year-earlier level. - FY2022RestatedAnnual report
「In the consulting division, under the Policy on Customer-Oriented Business Conduct, the company continues to provide financial products tailored to each customer’s individual wealth-building needs and propose asset management strategies combining derivatives, such as single-stock options.」
The company continues to pursue sales that propose investment strategies combining financial products and derivatives in response to each customer’s wealth-building needs. The report also cites an increase in new account applications through the handling of initial public offerings and commodity futures, although this had already been reported by the previous quarter. - FY2022-Q3AdvancedAnnual report
「During the period, new account openings increased, owing to the handling of offerings of newly listed shares and index futures such as CME crude oil futures listed on Osaka Exchange.」
Regarding proposal-driven sales tailored to each customer’s needs, the report states that new account openings increased through the handling of initial public offerings and CME crude oil and other index futures. - FY2022-Q2RestatedAnnual report
「In the consulting division, under the Policy on Customer-Oriented Business Conduct, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investment methods combining derivatives.」
The company continues to pursue sales that propose investment strategies combining financial products and derivatives in response to each customer’s wealth-building needs. Brokerage commissions received were ¥84 million, or 68.7% of the year-earlier level. - FY2022-Q1RestatedAnnual report
「In the consulting division, under the Policy on Customer-Oriented Business Conduct, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investments combining derivatives.」
The company continues to pursue sales that propose investment and asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. - FY2021RestatedAnnual report
「During the fiscal year, brokerage commissions received increased from the previous year to ¥225 million, or 149.4% year on year, due in part to the recovery in customers’ investment sentiment, the emergence of demand for derivatives trading among individual investors, and an increase in new account openings.」
The report cites demand for derivatives among individual investors, an increase in new account openings, and brokerage commissions received at 149.4% of the previous year’s level. The company continues to pursue proposal-driven sales tailored to each customer. - FY2021-Q3RestatedAnnual report
「During the period, brokerage commissions received increased from the previous year to ¥174 million, or 154.1% year on year, due in part to the recovery in customers’ investment sentiment, the emergence of demand for derivatives trading among individual investors, and an increase in new account openings.」
The report cites the emergence of demand for derivatives among individual investors and an increase in new account openings, with brokerage commissions received reaching 154.1% of the year-earlier level as a result of proposal-driven sales tailored to customer needs. Similar demand and account-opening increases had already been reported in the previous quarter, and no new initiatives have been launched. - FY2021-Q2RestatedAnnual report
「The consulting division provided various customer seminars and investment advice online, taking into account the circumstances surrounding COVID-19, under the Policy on Customer-Oriented Business Conduct, while beginning in July to handle gold futures transferred to Osaka Exchange. During the period, commission income increased from the previous year to ¥122 million, or 176.6% of the prior-year level, owing in part to a recovery in customers’ investment sentiment, the emergence of demand for derivatives trading among individual investors and an increase in new account openings.」
The company continues to provide and expand consulting tailored to each customer’s needs, web-based investment advice, and gold futures trading. The report also notes the emergence of demand for derivatives among individual investors, an increase in new account openings, and brokerage commissions received at 176.6% of the year-earlier level. - FY2021-Q1AdvancedAnnual report
「Demand for derivatives trading became apparent among individual investors, and the number of new account openings increased. As a result, commission income rose to ¥68 million, up 187.6% year on year.」
Regarding needs-based, proposal-driven sales for each investor, the report cites the emergence of demand for derivatives and an increase in new account openings as results. Brokerage commissions received also increased to 187.6% of the year-earlier level. - FY2020RestatedAnnual report
「To respond to each customer with care and sincerity based on their asset management needs and the nature of their funds, we will further strengthen our core competencies under the slogan, 'A securities company that gives customers peace of mind, earns their trust and delivers satisfaction.'」
The company continues proposal-based, customized sales tailored to each customer's asset-management needs and the nature of their funds. - FY2020-Q3RestatedAnnual report
「The company steadily continued proposal-based sales tailored to individual customer needs, including proposals for asset building through tsumitate NISA and similar products.」
The company continues sales activities proposing asset building through tsumitate NISA and similar products, tailored to individual customer needs. No new performance indicators or sales scale were provided. - FY2020-Q2RestatedAnnual report
「The company continued proposal-based sales tailored to individual customer needs, including proposals for asset building through tsumitate NISA and similar products.」
The company continues sales activities proposing trading strategies using exchange-listed derivatives and asset building through tsumitate NISA and similar products, tailored to individual customer needs. No new performance indicators or sales scale were provided. - FY2020-Q1RestatedAnnual report
「The company continued proposal-based sales tailored to individual customer needs, including proposals for asset building through tsumitate NISA and similar products.」
The company continues sales activities proposing trading strategies for exchange-listed derivatives and asset building through tsumitate NISA and similar products, tailored to individual customer needs. No new performance indicators or sales scale were provided. - FY2019RestatedAnnual report
「Rather than providing standardized services to a large number of investors, we strive to provide customized support by first understanding each investor's asset-management needs and then offering appropriate products and accurate investment information. We will also work to develop personnel with broad expertise and strengthen our compliance functions.」
The company continues to pursue as its basic policy the provision of products and investment information suited to each investor's asset-management needs, personnel development, and stronger compliance functions. - FY2019-Q3RestatedAnnual report
「On the customer-facing sales front, the company continued proposal-based sales tailored to individual customer needs, including introducing trading methods using exchange-listed derivatives such as single-stock options and proposing asset building through tsumitate NISA and other products.」
The company continues sales activities proposing trading strategies using exchange-listed derivatives and asset building through tsumitate NISA and similar products, tailored to individual customer needs. - FY2019-Q2RestatedAnnual report
「Amid these market developments, on the customer-facing sales front, the company continued proposal-based sales tailored to individual customer needs, including introducing trading methods using exchange-listed derivatives such as single-stock options and proposing asset building through tsumitate NISA and other products.」
The company continues sales activities proposing trading strategies using exchange-listed derivatives and asset building through tsumitate NISA and similar products, tailored to individual customer needs. - FY2019-Q1RestatedAnnual report
「On the customer-facing sales front, the company continued proposal-based sales tailored to individual customer needs, including introducing trading methods using exchange-listed derivatives such as single-stock options and proposing asset building through tsumitate NISA and other products.」
The company continues sales activities proposing derivative trading strategies and asset-building products tailored to individual customer needs. No new performance indicators or sales scale were provided. - FY2018RestatedAnnual report
「We strive to provide customized support by first understanding each investor's asset-management needs and then offering appropriate products and accurate investment information. We will also work to develop personnel with broad expertise and strengthen our compliance functions.」
The company has reiterated as its basic policy the provision of products and investment information suited to each investor's asset-management needs, personnel development, and stronger compliance functions. - FY2018-Q3RestatedAnnual report
「On the customer-facing sales front, the company steadily continued and promoted consulting-based sales tailored to individual customer needs, including introducing trading methods using derivatives such as single-stock options, providing information on investment trusts independently selected by the company, and handling private foreign investment trusts for high-net-worth clients.」
The company continues consulting sales tailored to each customer's needs, offering derivative trading strategies, investment trusts, and privately placed foreign investment trusts. - FY2018-Q2RestatedAnnual report
「In customer-facing sales, the company steadily continued and promoted consulting tailored to individual customer needs, including introducing trading strategies using derivatives such as single-stock options and offering carefully selected investment trusts. As a result, fees received were ¥120 million, or 130.5% of the year-earlier period.」
The company continues to provide guidance on derivative trading strategies and investment trusts tailored to each customer's needs. Fees received were ¥120 million, or 130.5% of the year-earlier period. - FY2018-Q1RestatedAnnual report
「In customer-facing sales, we steadily promoted consulting tailored to individual customer needs, including introducing trading strategies using derivatives such as single-stock options and offering carefully selected investment trusts chosen by the company,」
The company continues to provide customized consulting tailored to each investor's needs, including guidance on derivative trading strategies and carefully selected investment trusts. - FY2017First statedAnnual report
「Rather than providing standardized services to a large number of investors, we strive to provide customized support by first understanding each investor's asset-management needs and then offering appropriate products and accurate investment information. We will also work to develop personnel with broad expertise and strengthen our compliance functions.」
The company expressly states as its basic policy a customer-service model that provides products and investment information suited to each investor's asset-management needs. Personnel development and stronger compliance functions are also cited as measures.