#Japan #Tokyo #Financial Services #SBI Securities #Okasan Securities

Strategic Merger: SBI Securities and Okasan Securities

In a significant development for the financial services industry, SBI Securities Co., Ltd., located in Minato City, Tokyo, and Okasan Securities Co., Ltd., based in Chuo City, Tokyo, have entered into an absorption-type company split agreement. This move involves the transfer of certain rights and obligations related to the "Okasan Online Securities" business to SBI Securities. The decision, announced today, marks an important step in both companies' efforts to strengthen their strategic partnership and enhance client services.

Growth Through Collaboration

The primary goal of this agreement is to maintain and further develop the "Okasan Online Securities" business by leveraging SBI Securities' extensive experience and robust system infrastructure. Okasan Securities aims to improve its digital initiatives while continuing to provide high-quality products and services that match customer expectations. By transferring part of the online securities business, Okasan Securities can concentrate on enhancing its core consulting services, which primarily focus on face-to-face client interactions.

Both SBI Group and Okasan Securities Group have a history of collaboration across various sectors, particularly in asset management. This latest merger will strengthen synergies between the two firms, merging their strengths to create higher value-added services for their clientele. The transfer will officially take effect on October 13, 2026, marking the integration of key holdings and obligations, including general securities accounts, NISA accounts, and margin trading accounts related to the business.

Details of the Transfer

The absorption-type company split pertains to several core assets within the Okasan Online Securities business, such as:

• - Deposits
• - Domestic stocks (physical)
• - Investment trusts
• - Margin trading holdings and related collateral (including securities used for margin purposes)

It's important to note that certain areas of business, including exchange FX (Click 365), exchange CFD (Click Stock 365), over-the-counter FX, Chinese stocks, and ECF, are not included in this transfer.

As part of this transition, SBI Securities will provide timely updates and details regarding the discontinuation of specific services under the Okasan Online Securities banner, along with information on how the business will transition under SBI Securities. Special advisory channels will be established for clients to monitor developments closely.

Commitment to Client Interests

Both SBI and Okasan are committed to prioritizing customer interests through this transfer. They aim to support individual investors in achieving their asset formation goals. Despite the scale of this business maneuver, the anticipated impact on overall performance is deemed minimal. Should any significant developments arise, both companies pledge to communicate effectively and promptly.

Company Backgrounds

SBI Securities Overview:

• - Name: SBI Securities Co., Ltd.
• - Location: 1-6-1 Roppongi, Minato City, Tokyo
• - Representative: Masato Takamura, President
• - Capital: 54.3 billion yen
• - Established: March 30, 1944
• - Employees: 997 (As of March 31, 2025)

Okasan Securities Overview:

• - Name: Okasan Securities Co., Ltd.
• - Location: 2-2-1 Nihonbashi Muromachi, Chuo City, Tokyo
• - Representative:Yoshihiro Ikeda, President
• - Capital: 5 billion yen
• - Established: April 10, 2003
• - Employees: 2,736 (As of December 31, 2025)

This strategic merger not only symbolizes growth but also reflects an evolving landscape in the financial sector, focusing on digital advancement and client satisfaction. By aligning their services, SBI Securities and Okasan Securities are set to redefine how online trading and engagement with clients are conducted.