Press Release
January 17, 2017 Daiwa Securities Co. Ltd.
This is an unofficial and abbreviated translation of a press release announced on January 17, 2017 by Daiwa Securities Co. Ltd. The original press release is in Japanese.
Notice Regarding the Launch of "Daiwa Fund Wrap Online"
Daiwa Securities Co. Ltd. announced today that the company will start offering its new discretionary asset management service called "Daiwa Fund Wrap Online" from January 27, 2017. Utilizing Robo-Advisor technology, "Daiwa Fund Wrap Online" will support customers to plan and achieve their life term financial goals.
By the addition of "Daiwa Fund Wrap Online" to our existing services, "Daiwa Fund Wrap" and "Daiwa Fund Wrap Premium", we will further meet the needs of customers in various life stages.
[Details]
Features of the Service
①Propose the most suitable investment style for each customer based on three surveys on "Life planning", "Wealth management planning", and "Risk tolerance check"
②Able to manage globally diversified investments through PCs and Smartphones
③Investment assets will be reviewed on a regular basis and automatically maintained to the most suitable investment portfolio for customers
④ Allow users to check investment status, change investment styles and fund management through the Internet
Summary of the Service (Excerpt)
Title | Content |
Contract amount | Minimum: JPY 0.5mil with increments of JPY 10,000 |
Transaction course | Available for both "Daiwa Consulting" course and "Daiwa Direct" course |
Contract period | 1 year (automatic renewal) |
Investment style | Propose the most suitable investment style based on three surveys |
Investing assets | Index-type investment trusts for Daiwa Fund Wrap Online |
Contract / change of contract | Only provided through the Internet (not provided at branches or by telephone) |
End
Daiwa Securities Group Inc. published this content on 17 January 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 17 January 2017 06:11:03 UTC.
Original documenthttp://www.daiwa-grp.jp/data/attach/2047_06_en20170117a.pdf
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