[SBI SECURITIES] Regarding the Conclusion of an Absorption-Type Company Split Agreement for the "Okasan Online Securities" Business between SBI SECURITIES and Okasan Securities

NQ 56/100

📋 Article Processing Timeline

  • 📰 Published: March 30, 2026 at 05:11
SBI SECURITIES Co., Ltd. (Headquarters: Minato-ku, Tokyo, Representative Director and President: Masato Takamura, hereinafter "SBI SECURITIES") and Okasan Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo, Director and President: Yoshihiro Ikeda, hereinafter "Okasan Securities") announced today that they have decided to conclude an absorption-type company split agreement (hereinafter "this Absorption-type Company Split Agreement") to transfer (hereinafter "this Transfer") a portion of the rights and obligations of the "Okasan Online Securities" business operated by Okasan Securities to SBI SECURITIES. Okasan Securities, while strengthening its digital promotion system centered on face-to-face consulting, has decided to transfer a portion of the said business to SBI SECURITIES, which has extensive experience and a robust system infrastructure in the online securities field, in order to stably and continuously develop the "Okasan Online Securities" business and provide highly satisfactory products and services to customers. To date, 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 collaboration and combine their strengths to provide more value-added services. The subject of this Transfer is the assets and rights and obligations related to the comprehensive securities trading accounts, NISA accounts, and margin trading accounts of target customers within the "Okasan Online Securities" business operated by Okasan Securities. Specifically, deposits, domestic stocks (spot), investment trusts, and outstanding positions and margin (including substitute securities) related to margin trading are scheduled to be transferred. The transfer to SBI SECURITIES is scheduled for October 13, 2026 (Tuesday), the effective date of this Absorption-type Company Split Agreement. However, businesses related to exchange-traded FX (Click 365) and exchange-traded CFDs (Click Stock 365), over-the-counter FX, Chinese stocks, and ECF are not included in this Transfer. Details regarding the suspension of various services (subject to transfer) within the "Okasan Online Securities" business and the transfer to SBI SECURITIES will be announced sequentially through a special website and other channels. Both companies will aim to realize the best interests of their customers through this Transfer and will continue to support asset formation for individual investors. Furthermore, the impact of this matter on business performance is minor. We will promptly announce any matters that need to be disclosed in the future. Company Name: SBI SECURITIES Co., Ltd. Location: 1-6-1 Roppongi, Minato-ku, Tokyo Representative: Masato Takamura, Representative Director and President Registration Number, etc.: Kanto Local Finance Bureau (Financial Instruments) No. 44 Type of Financial Instruments Business: Type I Financial Instruments Business, Type II Financial Instruments Business, Investment Advisory and Agency Business Capital: ...