KB Securities announced that it will conduct a pension asset net increase event for individual customers holding pension accounts (IRP, pension savings) from today until October 31.
For individual retirement pension (IRP) accounts, customers who transfer IRP assets from other companies to KB Securities during the event period will receive Shinsegae gift certificates based on the net increase amount: ▲ 20,000 won for customers with a net increase of 3 million won or more but less than 10 million won, and ▲ 30,000 won for customers with a net increase of 10 million won or more.
Additionally, customers who increase their IRP assets through personal contributions will receive Shinsegae gift certificates based on the net increase amount: ▲ 10,000 won for amounts of 1 million won or more but less than 10 million won, ▲ 20,000 won for amounts of 10 million won or more but less than 20 million won, and ▲ 30,000 won for amounts of 20 million won or more. Moreover, customers who meet the net increase conditions and purchase funds (excluding ETFs and MMFs) or bonds (over-the-counter) of 2 million won or more from their IRP accounts during the event period can receive an additional 10,000 won in Shinsegae gift certificates.
Furthermore, among customers who have a net increase of 3 million won or more in their IRP assets, 50 will be selected to receive tickets (two per person) for the 'Prime Club Investment Concert' hosted by KB Securities. However, benefits that can be provided to IRP accounts are limited to 30,000 won per year according to retirement pension supervision regulations.
The pension savings account has even greater benefits. Customers who transfer pension savings assets from other companies to KB Securities or directly deposit into their KB Securities pension savings accounts (including the conversion of mature individual comprehensive asset management accounts (ISA)) can receive up to 100,000 won in Shinsegae gift certificates based on net increase intervals. If both conditions are met, they can receive a maximum of 200,000 won.
In addition, customers who meet the net increase conditions for their pension savings accounts and purchase funds during the event period can receive Shinsegae gift certificates and KB Securities pension savings exchange-traded fund (ETF) coupons from 10,000 won to 50,000 won depending on the purchase amount interval.
Moreover, among young customers (born between Sept. 1, 1985, and Aug. 31, 2006) who increase their pension savings assets, 150 will be selected to receive KB Securities pension savings ETF coupons worth between 50,000 won and 500,000 won.
Event registration is mandatory. Customers must maintain their account balance from Nov. 1 (Saturday) to Nov. 30 (Sunday).
Meanwhile, KB Securities has revamped its representative mobile trading system (MTS) 'KB M-able' with a new 'pension savings product mall' to enhance the convenience of managing pension assets. The revamped interface provides a fund list based on various criteria such as revenue, sales amount, and investment style, allowing customers to easily check funds by popular themes such as 'most purchased funds' and 'high-dividend stocks.'