[SBI Securities] Conclusion of Absorption-Type Split Agreement Between SBI Securities and Okasan Securities Regarding the "Okasan Online Securities" Business
SBI Securities and Okasan Securities have signed an agreement to transfer part of the "Okasan Online Securities" business, including customer accounts and assets, to SBI Securities through an absorption-type split effective October 13, 2026.
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- 📰 Published: March 30, 2026 at 05:11
SBI Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo; President: Masato Takamura; hereinafter "SBI Securities") and Okasan Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo; President: Yoshihiro Ikeda; hereinafter "Okasan Securities") announced today that they have decided to conclude an absorption-type split agreement (hereinafter the "Agreement") to transfer certain rights and obligations of the "Okasan Online Securities" business operated by Okasan Securities to SBI Securities (hereinafter the "Transfer").
As Okasan Securities strengthens its digital promotion system centered on face-to-face consulting, it decided to transfer a portion of the "Okasan Online Securities" business to SBI Securities—which possesses extensive experience and a robust system infrastructure in the online brokerage field—to ensure the stable and continuous development of the business and provide products and services with high customer satisfaction.
The SBI Group and the Okasan Securities Group have collaborated in multiple areas, including asset management, to create synergistic value. Through this transfer, both groups aim to further strengthen their cooperation and provide higher value-added services by merging their respective strengths.
The scope of the transfer includes rights and obligations related to general securities trading accounts, NISA accounts, and margin trading accounts within the "Okasan Online Securities" business. Specifically, SBI Securities is scheduled to inherit deposits, domestic stocks (spot), investment trusts, open positions related to margin trading, and entrusted margin collateral (including substitute securities). The transfer to SBI Securities is scheduled for October 13, 2026 (Tuesday), the effective date of the Agreement.
Please note that businesses related to exchange-traded FX (Click 365), exchange-traded CFD (Click Kabu 365), over-the-counter FX, Chinese stocks, and Equity Crowdfunding (ECF) are not included in this transfer. Details regarding the suspension of various services (subject to transfer) in the "Okasan Online Securities" business and the transition to SBI Securities will be provided sequentially through a dedicated website.
Both companies aim to realize the best interests of customers through this transfer and will continue to support the asset formation of individual investors.
The impact of this matter on business performance is expected to be minor. Should any matters requiring disclosure arise in the future, they will be announced promptly.
As Okasan Securities strengthens its digital promotion system centered on face-to-face consulting, it decided to transfer a portion of the "Okasan Online Securities" business to SBI Securities—which possesses extensive experience and a robust system infrastructure in the online brokerage field—to ensure the stable and continuous development of the business and provide products and services with high customer satisfaction.
The SBI Group and the Okasan Securities Group have collaborated in multiple areas, including asset management, to create synergistic value. Through this transfer, both groups aim to further strengthen their cooperation and provide higher value-added services by merging their respective strengths.
The scope of the transfer includes rights and obligations related to general securities trading accounts, NISA accounts, and margin trading accounts within the "Okasan Online Securities" business. Specifically, SBI Securities is scheduled to inherit deposits, domestic stocks (spot), investment trusts, open positions related to margin trading, and entrusted margin collateral (including substitute securities). The transfer to SBI Securities is scheduled for October 13, 2026 (Tuesday), the effective date of the Agreement.
Please note that businesses related to exchange-traded FX (Click 365), exchange-traded CFD (Click Kabu 365), over-the-counter FX, Chinese stocks, and Equity Crowdfunding (ECF) are not included in this transfer. Details regarding the suspension of various services (subject to transfer) in the "Okasan Online Securities" business and the transition to SBI Securities will be provided sequentially through a dedicated website.
Both companies aim to realize the best interests of customers through this transfer and will continue to support the asset formation of individual investors.
The impact of this matter on business performance is expected to be minor. Should any matters requiring disclosure arise in the future, they will be announced promptly.