#Japan #Tokyo #cash prizes #Monex Securities #NISA Program

Monex's Comprehensive NISA Series

Monex Securities, headquartered in Minato-ku, Tokyo, has announced the launch of the 'Full Power NISA Series' to enhance its services and offer exciting new programs for individual investors. Starting in September 2023, the company aims to bolster individual investor engagement through various initiatives, including a monthly cash giveaway program involving cash prizes of ¥10,000 for 500 lucky participants.

Background of the Initiative

Since its inception, Monex Securities has focused on creating a favorable investment environment for individual investors. The company recognizes the importance of supporting investment activities and providing high-quality financial products and services. With the national policy shifting towards 'from savings to investment', Monex is determined to facilitate asset formation for inexperienced investors, thus promoting a more fruitful investment landscape.

To broaden the utilization of NISA accounts, Monex has introduced new measures as part of the 'Full Power NISA Series,' encouraging individual investors to engage in long-term, systematic, and diversified investments through mutual fund allocations. In addition, Monex will run a campaign that fully reimburses transfer fees for mutual funds and Japanese stocks moved from other financial entities. There's also an upcoming renewal of the US stock trading service scheduled for January next year, continuing the support for individual investors' asset formation.

Key Features of the Full Power NISA Series

The 'Full Power NISA Series' by Monex Securities is designed to assist individuals in their wealth-building journey primarily through NISA accounts. The following are noteworthy initiatives set to commence post-September 2025:

1. Exciting Monthly Cash Prize Program

Every month, Monex Securities will organize a lucky draw for customers who have invested a total of ¥30,000 or more in mutual funds through their NISA accounts. Five hundred winners will receive ¥10,000 in cash! Customers who engage in specific trades will see their chances of winning enhance significantly.

Eligible Trades Increase Winning Odds:

• - Purchasing Japanese stocks (excluding fractional shares)
• - Buying US stocks
• - Investing in the Monex Activist Fund (nicknamed 'Japan’s Future')
• - Investing in the ON COMPASS product

This program is set to run from October 1, 2025, to September 30, 2026.

2. Transfer Fee Reimbursement Campaign

For those transferring mutual funds or Japanese stocks to Monex Securities, the campaign will fully refund any transfer fees paid to the originating financial institution, conditioned on proper entry during the specified period from October 1, 2025, to December 30, 2025.

3. Elimination of Trading Fees for Chinese Stocks

Starting from September 1, 2025, all trading fees for Chinese stocks within NISA accounts will be completely waived.

4. Renewal of US Stock Trading Services

Scheduled for January 2026, Monex will overhaul its US stock trading services, introducing a more streamlined and user-friendly trading environment while maintaining existing popular features. Feedback from customers will be integrated to ensure the new interface is intuitive and efficient.

5. No Trading Fees for NISA Transactions

Investors using Monex's NISA accounts will benefit from zero trading fees across all products, ensuring hassle-free investing.

6. Continued Support for Customers Moving Abroad

NISA account holders relocating overseas may continue using their accounts under specific conditions, preventing the need for account closure or funds transfer to taxable accounts.

7. Up to 3.1% Cashback on Credit Card Investment Contributions

Monex offers credit card investment contributions through the 'd Card' or 'Monex Card,' allowing points refunds of up to 3.1% for mutual fund contributions.

8. Simple Investment Services

Launching on July 31, 2025, this service via the 'd Payment' app enables users to open accounts and set up mutual fund investments effortlessly, targeting long-term, diversified options ideal for first-time investors.

9. Regular Investment Plans

Monex's Regular Investment Services enable customers to steadily invest in Japanese and US stocks, facilitating seamless participation in NISA's growth investment framework.

For comprehensive details about the new NISA services, please visit the Monex Securities website: Monex Securities News and check for further updates from upcoming announcements.

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Important Notes for Trading with Monex Securities:
Investors should be aware that investments carry inherent risks, including potential capital losses. It is advisable to review all pertinent documents carefully before proceeding.

About Monex Securities Inc.:
Monex Securities holds a license from the Kanto Local Financial Bureau and is a member of the Japan Securities Dealers Association and other financial organizations.