Fund Wrap Asset Succession Service via ドリコレ・パス (the asset-succession platform)
First written in FY2025-H1. 2 of 3 entries say "Restated". Latest entry: FY2026-H1.
No other company in this theme has enough history to compare yet.
- FY2026-H1RestatedAnnual report
「Together with “Dorikore NISA,” which allows customers to use Dorikore in the growth investment quota of a NISA account, “Dorikore Mini,” which enables automatic monthly increases, and “Dorikore Pass,” a next-generation inheritance service that enables assets under management to be inherited without converting them to cash, all of which we began offering last year, we will continue supporting customers’ medium- to long-term asset building across generations.」
The company continues to state its policy of supporting asset building across generations by combining next-generation inheritance services, including Dorikore Pass, with Dorikore NISA and Dorikore Mini. - FY2025RestatedAnnual report
「“Dorikore Pass,” the next-generation inheritance service exclusively for Ichiyoshi Fund Wrap for which applications began being accepted in September last year, is still a rare fund wrap asset-inheritance service in Japan that enables assets under management to be inherited without converting them to cash.」
Even after beginning to accept applications for Dorikore Pass, the company continues to describe it as a service that supports medium- to long-term asset building across generations in combination with fund wrap services. - FY2025-H1First statedAnnual report
「In addition, in September this year, we began accepting applications for “Dorikore Pass,” a next-generation inheritance service exclusively for Ichiyoshi Fund Wrap. It is still a rare fund wrap asset-inheritance service in Japan that enables assets under management to be inherited without converting them to cash, and we will continue supporting asset building across generations.」
In September 2024, the company began accepting applications for “Dorikore Pass,” a fund wrap-specific service that enables assets under management to be inherited without converting them to cash.