#Tokyo #Financial Services #investment trust #Sony Bank

Sony Bank Reaches ¥300 Billion in Investment Trust Balances

Sony Bank, led by President Keiichi Minami and headquartered in Chiyoda, Tokyo, proudly announces that its investment trust balances reached a remarkable ¥300 billion by August 13, 2025. This achievement reflects the bank's commitment to creating an environment conducive to long-term asset formation and was further supported by the recent launch of the new NISA program, which has boosted investment activity among clients.

History of Sony Bank's Investment Trusts

Sony Bank has been providing investment trusts to individual customers since it opened in June 2001. Here are some significant milestones in its journey:

• - 2016: Introduction of foreign-currency investment trusts.
• - 2017: Launch of the CONSULTING PLAZA, allowing clients to consult dedicated advisors online.
• - 2020: Waiving the sales commission for all investment trusts.
• - 2023: Surpassed ¥2 trillion in investment trust balances.
• - 2024: Launch of the new NISA program, designed to simplify investments for individuals.
• - 2025: Enhancements to the investment plans, including daily or weekly contribution options.

Features of Sony Bank's Investment Trusts

Easy Participation

With a minimal commitment of just ¥500 a day, individuals can initiate their investment journey using the bank's savings plan. This makes it possible for those without substantial initial capital to start building their assets. In addition, Sony Bank has eliminated sales charges on all investment trusts, allowing the entire investment amount to be utilized for asset growth.

Attractive Incentives

Sony Bank also runs an appealing program where customers who invest over ¥10,000 monthly will have a chance to win ¥1,000 in cash. This initiative, known as the “Cash Prizes for Investment Trust Contributions,” is designed to encourage more customers to engage in systematic saving and investing.

Additionally, Sony Bank offers the