#Japan #Tokyo #Credit Card #investment trust #SBI Securities

SBI Securities Achieves Major Milestone with Credit Card Investment Trust Contribution

SBI Securities has made a significant announcement recently. The company has reported that the monthly contribution amount of its credit card-based investment trust service has exceeded 100 billion yen. This comes at a time when the total monthly contribution for all investment trusts at SBI Securities has surpassed 289 billion yen, showcasing the firm's growth and rapid acceptance among individual investors.

The journey of the credit card-based investment trust service, known as "Kureka Tsumitate," commenced in July 2020 with the launch of the Takashimaya Card. Following this, SBI Securities embraced an open alliance strategy with various credit card companies, successfully expanding its offerings to a total of eight partner card companies. This strategy allows investors to accumulate points based on their contribution amounts with the respective credit cards. Further complementing this, the SBI Securities Point Service offers monthly points based on the holdings of investment trusts through its "Toshin Mileage Service."

This reward system, alongside the convenience of uninterrupted automation of investments once set, has garnered the attention of a diverse demographic of customers keen on investing. The recent surge in contributions to Kureka Tsumitate is attributed to an extensive selection of investment trusts offered by SBI Securities—arguably the most in the industry—and products designed to foster long-term asset growth.

In a bid to maintain this positive trajectory, SBI Securities plans to accelerate its open alliance strategy further. The company's philosophy centers on a 'customer-first approach' that aims to offer premium services at competitively low costs, thereby empowering individual investors in their asset accumulation endeavors.

Credit Card Partners

Below is a list of credit cards that can be used for SMA Tsumitate contributions:

• - July 2020: Takashimaya Card
• - June 2021: Mitsui Sumitomo Card
• - April 2022: Tokyu Card
• - September 2022: Aplus Card
• - December 2022: UCS Card
• - February 2023: Daimaru Matsuzakaya Card
• - May 2023: Orico Card
• - May 2025: JCB Original Series

Diverse Product Offerings

SBI Securities boasts over 2,600 different types of investment trusts, including popular low-cost index funds and actively managed funds, reflecting an expanding product lineup aimed at meeting varying investment needs. Investors can choose from a plethora of options with NISA accounts, including 1,494 different growth investment options and 282 options for steady accumulation, all while benefitting from the point accumulation system described above.

• - Point Accumulation by Investment Trusts: Investors are entitled to points based on their total holdings across the more than 2,600 investment funds offered, enriching their investment experience with tangible rewards.
• - Rate of Point Accumulation:

- Normal Funds: 0.10% for amounts under 10 million yen, 0.20% for 10 million or more.
- SBI Premium Select Funds: 0.15% for amounts under 10 million yen, 0.25% for 10 million or more.

Enhancing the Point Service

SBI Securities aims to systematically cater to customers' diverse needs by collaborating with a wide array of partners to bolster its multi-point strategy. Customers can decide which point systems to accumulate, choosing from V Points, Ponta Points, d Points, JAL Miles, or PayPay Points, which can also be employed for various investments.

This recent milestone is not just a number but a testament to SBI Securities’ commitment to innovate and provide unparalleled service to its customers. By continuing to adapt and expand its offerings, the firm is strategically positioning itself to be a leader in the investment trust market for years to come.

For further information, visit SBI Securities’ official website for the latest updates and offerings.