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Business Alliances8698Monex Group,Inc.Financials (excluding banks)

Notice Regarding a Capital and Business Alliance with 株式会社IRBANK and Its Becoming an Equity-Method Affiliate

Monex Group will subscribe to 株式会社IRBANK's third-party allotment and enter into a capital and business alliance to make IRBANK an equity-method affiliate. The companies will also collaborate on AI-powered investment information and trading services, account balance inquiries and future trading functionality for Monex Securities accounts, and expansion of their customer bases.

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Agreements reached under this partnership

Capital and Business Alliance
8698Monex Group,Inc.
Alliance partner株式会社IRBANK
Details of the alliance
  1. 1

    Joint consideration of an AI-native, multi-asset investment and trading experience that combines analysis and trade execution by AI agents, using our group's financial services platform, IRBANK's extensive investment information and IRBANK's agile development capabilities

  2. 2

    Collaboration to provide an account balance inquiry function on IRBANK using Monex Securities' API, and to implement trading functionality in the future

  3. 3

    Collaboration to expand the customer bases of Monex Securities and IRBANK through financial product intermediary services

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

About the partner
Business DescriptionOperation of the IRBANK investment information service for investors
LocationMeguro-ku, Tokyo
Share capital¥31 million (end-April 2026)
Impact on Business Performance

The impact of this matter on the Company's consolidated results is expected to be minor.

Contract Date9 November 2026Alliance start date9 November 2026 (launch of the account balance inquiry function described in ii.)
Agreements reached under this partnership
ItemDetails
Name of alliance partner株式会社IRBANK
Alliance partner's business activitiesOperation of the IRBANK investment information service for investors
Alliance partner's locationMeguro-ku, Tokyo
Alliance partner's capital¥31 million (end-April 2026)
Type of allianceCapital and Business Alliance
Details of the allianceJoint consideration of an AI-native, multi-asset investment and trading experience that combines analysis and trade execution by AI agents, using our group's financial services platform, IRBANK's extensive investment information and IRBANK's agile development capabilities, Collaboration to provide an account balance inquiry function on IRBANK using Monex Securities' API, and to implement trading functionality in the future, Collaboration to expand the customer bases of Monex Securities and IRBANK through financial product intermediary services
Contract Date9 November 2026
Alliance start date9 November 2026 (launch of the account balance inquiry function described in ii.)
Impact on Business PerformanceThe impact of this matter on the Company's consolidated results is expected to be minor.
Items this document does not state (14)
Alliance partner's net salesAlliance partner's operating incomeNumber of shares acquiredAcquisition priceShareholding ratioOverview of the joint ventureOwnership ratioDispatch of directors and officersContract PeriodNumerical targets under the allianceShareholding PolicyDate of board resolutionShare Acquisition Date and Payment DateChange 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 combine IRBANK's investment information, data and development capabilities with Monex Group's business and customer bases, and use AI to build an investment and trading experience that connects the process from information gathering and analysis through trade execution.

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Notice Regarding a Capital and Business Alliance with 株式会社IRBANK and Its Becoming an Equity-Method Affiliate | Monex Group,Inc. (8698) timely disclosure | Komori