Comprehensive Solutions for Inheritance and Business Succession, and Related Services

「In November, the company joined the Japanese Association of Financial Gerontology as a corporate full member. Financial gerontology is the academic discipline that studies from multiple perspectives, including medicine, economics and psychology, the effects of longevity on economic activity and socioeconomic conditions. Through its membership in the association, the company will deepen its understanding of financial gerontology by encouraging employees to attend the association’s training programs and sit for its certification examinations and obtain the relevant qualifications, while developing employees with the broad knowledge and ethical standards needed to provide appropriate financial services to elderly customers.」

「In its securities business, Aizawa Securities Co., Ltd. entered into a customer referral agreement with Kamakura Shinsho,Ltd. The two companies share a focus on the senior generation as their primary target. Kamakura Shinsho’s end-of-life planning services will enable Aizawa Securities Co., Ltd. to expand the services it offers customers and provide them in a way that is more meaningful from the customer’s perspective.」

「・Inheritance and asset succession support (strengthening access to the next generation) ・Smooth business succession」

「In the Aizawa Wrap Service, which has received strong and sustained support from customers, we began providing a “Lump-Sum Distribution Special Provision Service upon Dementia” in October. This enables the assets of a customer who develops dementia to be gifted, making us the first securities company to offer such a service.」

「⑦ Thorough measures to address customer aging and prevent the outflow of assets under custody through inheritance, stronger cooperation with tax accountant corporations and other organizations, thorough measures to address customer aging, including the transfer of assets to the next generation through lifetime gifts, and support for elderly customers that is attuned to their families and communities, including dementia supporters, among other initiatives」

「Regarding partnerships with regional financial institutions, in December 2020 the company entered into a comprehensive business partnership agreement with Tsuru Shinkin Union (Yamanashi Prefecture). Through this partnership, the companies will share their business bases while providing different services, pursuing initiatives that contribute to the development and revitalization of local communities, as well as collaboration beyond their respective regions by leveraging the know-how and networks held by both companies in areas including inheritance and business succession.」

「In response to these issues, we will consider fundamentally reforming our sales promotion structure and introducing the new CXD (Customer Experience Design) sales model, an integrated inheritance support service, and the use of and collaboration with FinTech, as well as introducing other new services.」

「The company will consider introducing a new sales approach, CXD (Customer Experience Design), a comprehensive inheritance support service, and initiatives to use and collaborate with FinTech, as well as introducing other new services.」

「In August, the company entered into an agreement with THE SHIMIZU BANK,LTD. covering M&A operations, and in September it entered into a comprehensive business partnership with Kasaoka Shinkin Union. Solution services based on partnerships with regional financial institutions, which have been an established service, are also gaining nationwide traction.」

「We will continue providing solution services to address customers’ concerns, including inheritance, as well as initiatives to revitalize local communities in cooperation with regional financial institutions and local universities. We will also work to develop new services and establish partnerships with new organizations and institutions.」

「Solutions to address customers’ concerns regarding inheritance and other matters,」

「Solutions to address customers’ concerns regarding inheritance and other matters」

「・Addressing customer aging ・Thoroughly preventing the outflow of assets under custody through inheritance ・Strengthening cooperation with tax accountant corporations and other organizations ・Thoroughly implementing measures to address customer aging, including the transfer of assets to the next generation through gifts made during the donor’s lifetime ・Providing support for older people that is attentive to their families and communities, including dementia supporters, among other initiatives」

「By welcoming Nippon Asia Securities into the Group, the company aims to expand the Group’s sales base, introduce its solution services, including inheritance support, business support such as business matching for small and medium-sized companies and business owners, and support for companies as an organization supporting management innovation, and provide customers with higher-quality services, thereby achieving sustainable growth for the Group and further enhancing corporate value.」

「To address the concerns many customers have regarding inheritance and business succession, the company works with external specialists to provide services that comprehensively resolve these issues and satisfy customers through individual consultations and other means, serving all customers rather than focusing solely on high-net-worth individuals.」