[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 entered into an absorption-type split agreement to transfer a portion of Okasan's "Okasan Online Securities" business, including NISA and margin trading accounts, to SBI Securities, effective October 13, 2026.
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  • 📰 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; President: Yoshihiro Ikeda; hereinafter "Okasan Securities") announced today that they have decided to conclude an absorption-type split agreement (the "Absorption-type Split Agreement") to transfer a portion of the rights and obligations of the "Okasan Online Securities" business operated by Okasan Securities to SBI Securities (the "Transfer"). As Okasan Securities strengthens its digital promotion system centered on face-to-face consulting, it has decided to succeed a portion of the business to SBI Securities—which has a wealth of experience and a strong system infrastructure in the online securities field—to ensure the stable and continuous development of the "Okasan Online Securities" business and to provide products and services with high customer satisfaction. The SBI Group and 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 assets, rights, and obligations related to securities general trading accounts, NISA accounts, and margin trading accounts for the target customers within Okasan Securities' "Okasan Online Securities" business. Specifically, it is planned to succeed deposits, domestic stocks (spot), investment trusts, as well as positions and entrusted margin collateral (including substitute securities) related to margin trading. These are scheduled to be transferred to SBI Securities on October 13, 2026 (Tuesday), the effective date of the Absorption-type Split Agreement. Business operations related to Exchange FX (Click 365), Exchange CFD (Click Kabu 365), Over-the-Counter (OTC) FX, Chinese stocks, and 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 transfer to SBI Securities will be announced sequentially via a dedicated website and other channels. Both companies aim to realize the best interests of their customers through this transfer and will continue to support the asset formation of individual investors. The impact of this matter on business performance is minor. If any matters arise that should be disclosed in the future, they will be announced promptly. - Company Name: SBI Securities Co., Ltd. - Location: 1-6-1 Roppongi, Minato-ku, Tokyo - Representative: Masato Takamura, Representative Director and President - Registration Number: Director of Kanto Local Finance Bureau (Financial Instruments) No. 44 - Business Types: Type I Financial Instruments Business, Type II Financial Instruments Business, Investment Advisory and Agency Business