[Direct Course Exclusive] Win Up to \100,000! Summer Savings Campaign Starts

※Entry is required for this campaign via the page below.

View Details

[Entry Period]

July 1, 2026 (Wed) - August 31, 2026 (Mon)

*Please note that the entry period and the final date for investment trust savings procedures differ.

[Overview]

Among those who newly set up or increased their investment trust savings by \10,000 or more, we will randomly select 15 winners for 1st prize of \100,000 and 100 winners for 2nd prize of \10,000 to receive cash prizes.

[Flow to Achieve Conditions]

<STEP 1>

・Enter the campaign (July 1, 2026 (Wed) - August 31, 2026 (Mon))

*Please note that the entry period and the final date for investment trust savings procedures differ.

・Click here for a detailed schedule regarding the final date for investment trust savings procedures.

<STEP 2>

・Set up new investment trust savings of \10,000 or more, or increase existing savings by the final date for procedures for each course.

For those starting investment trust savings: Set up new investment trust savings of \10,000 or more.

For those who already have investment trust savings set up and wish to increase them: Set up an increase of \10,000 or more from the savings amount set as of June 30 (Tue).

*Increases made in the "accumulation month" are not eligible.

*Eligible funds are those included in the "Investment Trust Savings Plan" target list (excluding bond investment trusts). THEO is not eligible.

*No distinction between NISA, Specified, or General accounts.

*The entry period is July 1, 2026 (Wed) - August 31, 2026 (Mon), but procedures are eligible if completed by the final date for procedures for each course.

*Data as of June 30 (Tue) includes settings up to 2:00 AM on July 1 (Wed).

<STEP 3>

・The amount set up in STEP 2 must be debited on the withdrawal date in September.

The newly set up or increased amount (excluding the accumulation month) of \10,000 or more must be debited on the withdrawal date in September.

*Withdrawal errors will result in disqualification.

[Prize Details]

1st Prize: \100,000 - 15 winners

2nd Prize: \10,000 - 100 winners

Savings Related Information

Easy, simple, and secure from \1,000 even for first-time savings investors!

Click here for details on the "Investment Trust Savings Plan"

Special offers for investment trust savings are ongoing!

Click here for details on earning d points according to your savings amount with the Direct Course!

◆ Fees incurred when purchasing eligible funds through the Investment Trust Savings Plan

Application Fee

In principle, the application fee is free.

*When purchasing foreign currency-denominated MMFs, the exchange rate used for converting Japanese yen to foreign currency will be determined by us based on the trends in the foreign exchange market.

◆ Fees directly incurred upon redemption

Trust Fees / Reserve for Common Fund, etc.

Fees directly incurred upon redemption include a reserve for common fund (or redemption fee). Additionally, during the holding period of the investment trust, indirect fees include "trust fees" and "other expenses (audit fees, trading fees for acquired securities, various fees related to trust administration, etc.)." Other expenses may vary depending on the investment performance, etc. The reserve for common fund (or redemption fee) and trust fees are set for each issue, and the maximum values for trust fees and reserve for common fund (or redemption fee) for investment trusts handled by our company are 3.64% and 4.50%, respectively.

◆ Risks, etc.

Investment trusts invest in domestic and international stocks, bonds, etc., for each fund. Generally, stock prices fluctuate due to domestic and international economic and political situations, and bond prices are affected by interest rate fluctuations. Furthermore, the net asset value of the fund will also fluctuate due to changes in the management and financial condition of the issuers of the invested stocks and bonds, and changes in external evaluations related to them (foreign currency-denominated securities are also affected by foreign exchange rate fluctuations). Therefore, the principal investment may not be recovered, and the principal is not guaranteed.

Important Notes Regarding the Use of NISA (Small Investment Tax Exemption System)

As the above fees and risks vary for each product, please read the pre-contract disclosure documents, prospectuses, or customer materials for each product carefully. For inquiries regarding prospectuses, etc., please contact our branch offices.

◆ Company Name, etc.

SMBC Nikko Securities Inc. Financial Instruments Business Operator Kanto Local Finance Bureau Director (Financial Instruments) No. 2251

◆ Associations

Japan Securities Dealers Association, The Investment Trusts Association, Japan, The Financial Futures Association of Japan, The Investment Advisers Association of Japan, The Japan Security Token Association