[SBI Securities] Regarding the Conclusion of an Absorption-Type Company Split Agreement Concerning the "Okasan Online Securities" Business by SBI Securities and Okasan Securities
[SBI Securities] Regarding the Conclusion of an Absorption-Type Company Split Agreement Concerning the "Okasan Online Securities" Business by SBI Securities and Okasan Securities
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- 📰 Published: March 30, 2026 at 07:42
SBI Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo, Representative Director and President: Masato Takamura, hereinafter referred to as "SBI Securities") and Okasan Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo, Director and President: Yoshihiro Ikeda, hereinafter referred to as "Okasan Securities") have today decided to conclude an absorption-type company split agreement (hereinafter referred to as the "Absorption-type Company Split Agreement") to transfer certain rights and obligations of the "Okasan Online Securities" business to SBI Securities (hereinafter referred to as the "Transfer").
Okasan Securities, while promoting the strengthening of its digital promotion system centered on face-to-face consulting, has decided to transfer part of its business to SBI Securities, which has extensive experience and a robust system infrastructure in the online securities field, in order to develop the "Okasan Online Securities" business stably and continuously in the future and provide products and services with high customer satisfaction.
The SBI Group and the Okasan Securities Group have collaborated in multiple fields, including asset management, to create synergistic value. Through this transfer, we will further strengthen the cooperation between the two group companies and aim to provide higher value-added services by fusing the strengths of both companies.
The assets and rights/obligations related to the securities comprehensive trading accounts, NISA accounts, and margin trading accounts of target customers within the "Okasan Online Securities" business conducted by Okasan Securities are subject to this transfer. Specifically, deposits, domestic stocks (physical), investment trusts, as well as margin trading positions and margin collateral (including securities as collateral) are scheduled to be inherited. They are scheduled to be transferred to SBI Securities on October 13, 2026 (Tuesday), the effective date of the absorption-type company split agreement.
Please note that businesses related to exchange FX (Click 365) and exchange CFD (Click Kabu 365), over-the-counter FX, Chinese stocks, and ECF are not included in this transfer. Details regarding the suspension of various services for the "Okasan Online Securities" business (subject to transfer) and their transfer to SBI Securities will be announced sequentially through a special website etc.
Through this transfer, both companies will strive to realize the best interests of customers and continue to support the asset formation of individual investors.
The impact of this matter on performance is minor. We will promptly announce any matters that require disclosure in the future.
< SBI Securities Co., Ltd. Overview >
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 Director (Kinsho) No. 44
Types of Financial Instruments Business: Type I Financial Instruments Business, Type II Financial Instruments Business, Investment Advisory and Agency Business
Capital Stock<...
Okasan Securities, while promoting the strengthening of its digital promotion system centered on face-to-face consulting, has decided to transfer part of its business to SBI Securities, which has extensive experience and a robust system infrastructure in the online securities field, in order to develop the "Okasan Online Securities" business stably and continuously in the future and provide products and services with high customer satisfaction.
The SBI Group and the Okasan Securities Group have collaborated in multiple fields, including asset management, to create synergistic value. Through this transfer, we will further strengthen the cooperation between the two group companies and aim to provide higher value-added services by fusing the strengths of both companies.
The assets and rights/obligations related to the securities comprehensive trading accounts, NISA accounts, and margin trading accounts of target customers within the "Okasan Online Securities" business conducted by Okasan Securities are subject to this transfer. Specifically, deposits, domestic stocks (physical), investment trusts, as well as margin trading positions and margin collateral (including securities as collateral) are scheduled to be inherited. They are scheduled to be transferred to SBI Securities on October 13, 2026 (Tuesday), the effective date of the absorption-type company split agreement.
Please note that businesses related to exchange FX (Click 365) and exchange CFD (Click Kabu 365), over-the-counter FX, Chinese stocks, and ECF are not included in this transfer. Details regarding the suspension of various services for the "Okasan Online Securities" business (subject to transfer) and their transfer to SBI Securities will be announced sequentially through a special website etc.
Through this transfer, both companies will strive to realize the best interests of customers and continue to support the asset formation of individual investors.
The impact of this matter on performance is minor. We will promptly announce any matters that require disclosure in the future.
< SBI Securities Co., Ltd. Overview >
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 Director (Kinsho) No. 44
Types of Financial Instruments Business: Type I Financial Instruments Business, Type II Financial Instruments Business, Investment Advisory and Agency Business
Capital Stock<...