SBI Securities Co., Ltd. has decided to review the investment products offered in its iDeCo Select Plan to provide a lineup better suited for customers' long-term asset formation, in preparation for the iDeCo system reform scheduled for December 2026. The company has finalized the list of products subject to review and the upcoming schedule. Additional candidate products are selected based on customer requests, proposals from asset management companies, and the company's 'Investment Product Addition Criteria.' Conversely, products subject to removal are selected based on 'Investment Product Review Criteria,' including fund ratings, fee levels, and yields. Notifications will be sent to affected customers between early and mid-June 2026, with the product replacement scheduled for October 16, 2026. SBI Securities has been providing iDeCo services since 2005, and as of the end of March 2026, it has exceeded 2.5 trillion yen in assets under management and 1.21 million accounts. To commemorate this review, the company is also launching account opening campaigns and social media promotions.
FACT BOX
- Source: PR TIMES
- Category: Corporate Announcement