[SBI Securities] Announcement on Execution of Absorption-Type Company Split Agreement for the 'Okasan Online Securities' Business Between SBI Securities and Okasan Securities
SBI Securities to absorb part of the Okasan Online Securities business through a company split agreement
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- 📰 Published: March 30, 2026 at 00:27
SBI Securities Co., Ltd. (Head office: Minato-ku, Tokyo; President and Representative Director: Masato Takamura; hereinafter 'SBI Securities') and Okasan Securities Co., Ltd. (Head office: Chuo-ku, Tokyo; President and Director: Yoshihiro Ikeda; hereinafter 'Okasan Securities') announced today their decision to execute an absorption-type company split agreement (the 'Split Agreement') under which certain rights and obligations of the 'Okasan Online Securities' business operated by Okasan Securities will be transferred to SBI Securities (the 'Transfer').
As Okasan Securities advances its digitally-driven consulting model centered on face-to-face services, it has decided to entrust part of the Okasan Online Securities business to SBI Securities — which possesses an extensive track record and robust system infrastructure in the online brokerage sector — in order to ensure the stable and continuous development of that business and to provide products and services with high customer satisfaction.
The SBI Group and Okasan Securities Group have collaborated across multiple fields, including asset management, to create synergistic value. Through this Transfer, both groups aim to further strengthen their partnership and deliver higher-value services by combining their respective strengths.
The scope of the Transfer covers assets, rights, and obligations related to the comprehensive securities trading accounts, NISA accounts, and margin trading accounts of eligible customers within the Okasan Online Securities business. Specifically, the Transfer is expected to include cash deposits, domestic equities (spot), investment trusts, and open positions and margin deposits (including substitute securities) related to margin trading. The transfer to SBI Securities is scheduled to take effect on Tuesday, October 13, 2026, the effective date of the Split Agreement.
Please note that the following businesses are not included in the Transfer: exchange-traded FX (Click 365), exchange-traded CFD (Click Stock 365), OTC FX, Chinese equities, and ECF. Details regarding the suspension of various services under the Okasan Online Securities business (those subject to the Transfer) and the migration to SBI Securities will be communicated in due course through a dedicated website and other channels.
Through this Transfer, both companies will work to serve the best interests of their customers and continue to support the asset building of individual investors.
The financial impact of this transaction on both companies' performance is expected to be minimal. Should any matters requiring disclosure arise in the future, they will be announced promptly.
As Okasan Securities advances its digitally-driven consulting model centered on face-to-face services, it has decided to entrust part of the Okasan Online Securities business to SBI Securities — which possesses an extensive track record and robust system infrastructure in the online brokerage sector — in order to ensure the stable and continuous development of that business and to provide products and services with high customer satisfaction.
The SBI Group and Okasan Securities Group have collaborated across multiple fields, including asset management, to create synergistic value. Through this Transfer, both groups aim to further strengthen their partnership and deliver higher-value services by combining their respective strengths.
The scope of the Transfer covers assets, rights, and obligations related to the comprehensive securities trading accounts, NISA accounts, and margin trading accounts of eligible customers within the Okasan Online Securities business. Specifically, the Transfer is expected to include cash deposits, domestic equities (spot), investment trusts, and open positions and margin deposits (including substitute securities) related to margin trading. The transfer to SBI Securities is scheduled to take effect on Tuesday, October 13, 2026, the effective date of the Split Agreement.
Please note that the following businesses are not included in the Transfer: exchange-traded FX (Click 365), exchange-traded CFD (Click Stock 365), OTC FX, Chinese equities, and ECF. Details regarding the suspension of various services under the Okasan Online Securities business (those subject to the Transfer) and the migration to SBI Securities will be communicated in due course through a dedicated website and other channels.
Through this Transfer, both companies will work to serve the best interests of their customers and continue to support the asset building of individual investors.
The financial impact of this transaction on both companies' performance is expected to be minimal. Should any matters requiring disclosure arise in the future, they will be announced promptly.