Promoting Mutual Fund Accumulation Plans and Tsumitate NISA Through a Multi-Bank Account Transfer Service
First written in FY2020. 3 of 8 entries say "Restated". Latest entry: FY2025-H1.
3 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「The company operates on a customer-oriented basis, including by conducting investment trust accumulation campaigns to help customers build wealth steadily.」
The company continues to support regular investment trusts and wealth building through campaigns for regular investment trust purchases. - FY2024AdvancedAnnual report
「To help customers achieve sound wealth building, the company conducts campaigns for regular investment trust purchases and operates on a customer-focused basis. Assets under custody at the end of the fiscal year were ¥266.7 billion, while monthly investment trust contributions were ¥116 million.」
The company continued its campaigns for regular investment trust purchases, with monthly investment trust contributions increasing from ¥56 million in the previous fiscal year to ¥116 million. Assets under custody also reached ¥266.7 billion. - FY2024-Q1RestatedAnnual report
「The company operates on a customer-oriented basis, including by conducting investment trust accumulation campaigns to help customers build wealth steadily.」
The company continues to support regular investment trusts and wealth building through campaigns for regular investment trust purchases. - FY2023-Q3AdvancedAnnual report
「To help customers achieve sound wealth building, the company conducts campaigns for regular investment trust purchases and operates on a customer-focused basis while paying close attention to measures to prevent COVID-19 infections.」
The company is implementing campaigns for regular investment trust purchases, advancing its previous policy of expanding accounts for regular investment trusts as a specific measure. - FY2023-Q2RaisedAnnual report
「② Priority measures 1) Sophistication of asset management 2) Strengthening support for wealth building 3) Smooth intergenerational transfer of assets 4) Efficient use of proprietary funds ③ Numerical targets The company aims to achieve the following targets by the end of March 2025. The figures in parentheses are as of the end of March 2022. 2) Monthly investment trust contributions ¥150 million (¥28 million)」
The company has made the expansion of regular investment trusts a priority measure in its medium-term management plan and newly specified monthly investment trust contributions of ¥150 million at the end of March 2025 as a numerical target. - FY2022AdvancedAnnual report
「Specifically, the company has pursued initiatives including further strengthening its ability to respond to customers, including information provision and consultation services, and expanding accounts for investment trusts purchased through regular small-amount contributions from a medium- to long-term perspective.」
The company has explicitly identified expanding accounts for investment trusts that can be started with small amounts as a priority measure, following the promotion of its multibank direct-debit service and regular investment trusts. - FY2021RestatedAnnual report
「The company has pursued initiatives including further strengthening its ability to respond to customers, including information provision and consultation services, and expanding accounts for investment trusts purchased through regular small-amount contributions from a medium- to long-term perspective, while customer visits have been difficult due to the impact of COVID-19.」
Even during the infectious-disease outbreak, the company continues to support wealth building, including by expanding accounts for investment trusts that can be started with small amounts. - FY2020First statedAnnual report
「The company will introduce a multibank direct-debit service to promote “Fund Ru itō” and “tsumitate NISA” and support customers in building their wealth.」
The company has for the first time explicitly stated a measure to promote Fund Ru itō and tsumitate NISA through the introduction of a multibank direct-debit service.