#Japan #Tokyo #Monex Securities #Trust Sell-off #NISA Policy

Monex Securities Unveils Systematic Investment Trust Sell-off Service

In response to the national policy shift from savings to investments and the introduction of the new NISA system, Monex Securities has announced the launch of its novel systematic investment trust sell-off service. This initiative aims to facilitate asset formation among clients, allowing them to take significant steps towards their financial future. As more individuals embrace investment strategies for wealth growth, it has become increasingly important to empower them with effective exit strategies—essentially focusing on how to wisely utilize cultivated assets in alignment with various life stages.

This newly introduced service offers clients the ability to systematically and automatically liquidate portions of their investment trusts on designated dates, ensuring they receive payouts in a planned manner. This means clients can manage their assets not just for growth, but also for practical use throughout their lifetimes, with Monex Securities by their side every step of the way.

Service Overview and Features

The systematic investment trust sell-off service is designed with flexibility in mind. Clients can determine both the payout dates and amounts, allowing for a tailored approach to asset liquidation that aligns with their needs. The automated process alleviates the need for frequent manual sell procedures, as proceeds are deposited directly into clients’ securities accounts. This service particularly caters to those who seek to use their assets more strategically for monthly living expenses or other recurrent payments, thus enhancing the planning and management of their finances.

Services for Asset Growth

Monex Securities uniquely positions itself to support clients' asset growth through several accompanying services:

1. Investment Trust Holding Points
Clients accumulate points through holding and contributing to investment trusts, with no complicated procedures required. Depending on their holdings, they can earn either d-points or Monex points. Even while utilizing the systematic investment trust sell-off service, clients will continue to accrue points on the remaining balance of their investment trusts each month. These points can then be reinvested into purchasing or adding more investment trusts, fostering further asset development.

2. Credit Card Accumulation
Clients who choose to contribute to investment trusts via credit cards benefit from reward points based on their monthly contributions. This feature supports NISA accounts, allowing clients to maximize their asset-building potential. Monex Securities allows contributions through several card options including d-card®, JCB, and Monex Card.

For further details, visit the Monex Securities website at Monex Securities News.

Commitment to Clients

Monex Securities is dedicated to suggesting a range of financial services tailored to each client's life stage, aligning with the group's corporate philosophy of enabling personal self-actualization and optimizing individual balance sheets over a lifetime.

Note: The d-card is a registered trademark of NTT Docomo Inc.

Important Information Regarding Transactions with Monex Securities

Monex Securities' products may involve risks, including the loss of principal due to market fluctuations. All clients are encouraged to read the disclosure materials and prospectuses thoroughly before investing.

About Monex Securities Corporation

Financial Instrument Business Operator regulated by the Kanto Finance Bureau (No. 165). Members: Japan Securities Dealers Association, Financial Futures Association of Japan, Cryptocurrency Association of Japan, Asset Management Association of Japan.