#Japan #Tokyo #SBI Securities #Investment Retention #Overseas Services

Expanding Investment Opportunities for Clients Relocating Abroad

SBI Securities, headquartered in Minato, Tokyo, has recently announced a significant update to its services for clients who are temporarily moving abroad due to work assignments or other reasons. Starting from May 31, 2025, customers will have the ability to retain a wider range of investment products even after departing the country.

Changes in Continuation of Holding Products

Previously, clients were required to sell specific assets such as foreign stocks, investment trusts in taxable accounts, domestic bonds, and structured bonds upon their departure from Japan. However, under the new regulations, clients who complete the necessary procedures will be allowed to continue holding these assets while residing overseas. This means that investors can maintain their portfolios and avoid unnecessary liquidation of their investments, fostering a more stable financial strategy during their time abroad.

Additionally, for those utilizing NISA (Nippon Individual Savings Account), there will be the option to continue holding products like domestic stocks, foreign stocks, and investment trusts starting January 1, 2025, provided prior arrangements are made before leaving Japan. This extension signifies a positive shift toward supporting long-term asset formation for expatriates.

However, clients should be mindful that the continuity of holding foreign stocks and investment trusts may be affected by the tax laws and regulations of the destination country. Moreover, it is important to note that while abroad, new purchases (including reinvestments) will not be permitted, ensuring compliance with legal requirements.

Enhancing Client Support

In continuing to support a diverse client base, SBI Securities aims to create an environment conducive to medium- to long-term asset growth. Their commitment to assisting clients in their investment journeys remains unwavering, with an infrastructure in place that facilitates seamless management of investments during absences from Japan. This initiative reflects SBI's responsive approach to the evolving needs of global investors.

For detailed guidance, clients are encouraged to consult the section titled 'Procedures for Clients Moving Overseas (Non-Residents)' and other relevant documents provided by SBI Securities. This ensures that all necessary steps are taken to adapt to the new regulations effectively.

Safety and Fees

SBI Securities maintains a competitive edge by offering free account opening and management fees, facilitating cost-effective investment opportunities. However, clients should remain aware that investing in financial products may involve specific fees and potential risks due to price volatility. Certain high-leverage products, such as margin trading, futures and options trading, and Forex guarantee margin trading, may expose investors to risks exceeding the initial investment. Detailed information about fees and associated risks can be found on the SBI Securities website, ensuring transparency and informed decision-making.

Conclusion

With this update, SBI Securities reinforces its dedication to providing exceptional support and services for customers navigating international transitions. Expanding the portfolio retention options for clients relocating overseas illustrates SBI's anticipation of market needs and the significance of adaptability in global finance. Such initiatives promise enhanced client satisfaction and long-term loyalty, as investors can better maintain their financial health amid travel and relocation.