Asset-building proposals using Tsumitate NISA and similar schemes
First written in FY2019-Q1. 18 of 19 entries say "Restated". Latest entry: FY2025.
3 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「We have continued to steadily provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives such as individual stock options, bond futures and options.」
The company continues to propose asset management strategies combining financial products and derivatives in response to each customer’s wealth-building needs. - FY2024-Q3RestatedAnnual report
「We have continued to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
Although no specific products were named, the company continues to propose wealth management approaches combining financial products and derivatives in response to each client's wealth-building needs. - FY2024-Q2RestatedAnnual report
「We have 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 wealth management approaches combining financial products and derivatives in response to each client'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.」
Although no specific products were named, the company continues to propose wealth management approaches combining financial products and derivatives in response to each client's wealth-building needs. - 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.」
Although no specific products such as Tsumitate NISA were named, the company continues to propose wealth management approaches combining financial products and derivatives in response to each client's wealth-building needs. - FY2023-Q1RestatedAnnual report
「We continue to provide financial products and propose wealth management approaches, including investment methods combining derivatives, tailored to each client's wealth-building needs.」
The company continues to propose wealth management approaches combining financial products and derivatives in response to each client's wealth-building needs. - FY2022RestatedAnnual report
「We continue to provide financial products and propose wealth management approaches, including investment methods combining derivatives such as individual stock options, tailored to each client's wealth-building needs.」
Although no specific products such as Tsumitate NISA were named, the company continues to propose investment methods combining financial products and derivatives in response to each client's wealth-building needs. - FY2022-Q3RestatedAnnual report
「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 sales activities involving proposals for investment methods that combine financial products and derivatives in response to each client's wealth-building needs. - FY2022-Q2RestatedAnnual report
「We continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investment methods combining derivatives.」
Although no specific products such as Tsumitate NISA were named, the company continues to propose investment methods combining financial products and derivatives in response to each client's wealth-building needs. - FY2022-Q1RestatedAnnual report
「We continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investments combining derivatives.」
Although no specific products such as Tsumitate NISA were named, the company continues to propose financial products and investment methods in response to each client's wealth-building needs. - FY2021-Q1RestatedAnnual report
「We continue to provide financial products and make proposals regarding investment methods tailored to each individual's wealth management needs.」
The company continues to propose financial products and investment methods tailored to individual client needs. - FY2020RestatedAnnual report
「We steadily continued proposal-based sales tailored to individual client needs, including proposals for wealth building through Tsumitate NISA and other products.」
The company continues to make proposals for wealth building using Tsumitate NISA and other products as a specific measure in proposal-based sales tailored to individual client needs. - 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 to make proposals for wealth building using Tsumitate NISA and other products as a specific measure in proposal-based sales tailored to individual client needs. No new performance indicators or sales scale were disclosed. - 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 to make proposals for wealth building using Tsumitate NISA and other products as a specific measure in proposal-based sales tailored to individual client needs. No new performance indicators or sales scale were disclosed. - 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 to make proposals for wealth building using Tsumitate NISA and other products as a specific measure in proposal-based sales tailored to individual client needs. No new performance indicators or sales scale were disclosed. - FY2019RestatedAnnual report
「In addition, we continued proposal-based sales tailored to individual client needs, including proposals for wealth building through investment trusts, private funds, Tsumitate NISA and other products.」
The company continues to propose investment trusts, private funds, Tsumitate NISA and other products for wealth building through sales tailored to individual client needs. - 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 to make proposals for wealth building using Tsumitate NISA and other products, together with introductions to trading methods using exchange-listed derivatives. No new performance indicators or sales scale were disclosed. - FY2019-Q2RestatedAnnual report
「Asset-building proposals using Tsumitate NISA and similar schemes」
The company continues to make proposals for wealth building using Tsumitate NISA and other products as a specific means of proposal-based sales tailored to individual client needs. - FY2019-Q1First statedAnnual report
「Asset-building proposals using Tsumitate NISA and similar schemes」
Proposals for wealth building using Tsumitate NISA and other products were documented for the first time as a specific means of proposal-based sales tailored to individual client needs.