Samsung Securities said on the 23rd that the balance of its brokerage-type individual savings account (ISA) surpassed 7 trillion won. To mark this, Samsung Securities will run the "brokerage-type ISA tax-saving support event" for new and existing brokerage-type ISA customers through the end of December.
The balance of Samsung Securities' brokerage-type ISA doubled from the end of last year, and the number of users rose 17%. According to Samsung Securities, the company's brokerage-type ISA users exceeded 1.37 million.
Looking at the investment breakdown within brokerage-type ISAs, domestic stocks account for 38%, domestic exchange-traded funds (ETFs) 11%, and domestically listed overseas ETFs 33%. As the KOSPI market rose, the share of domestic ETF investment increased 6% from the end of last year.
To mark this, Samsung Securities will run the "brokerage-type ISA tax-saving support event" for new and existing brokerage-type ISA customers through the end of December.
For new and existing subscribers to the brokerage-type ISA, the "brokerage-type ISA tax-saving support event" will be held in four parts: ▲ welcome event ▲ startup event ▲ level-up event ▲ boom-up event.
The welcome event is for new customers. When a brokerage-type ISA account is opened for the first time during the period, a 5,000-won gift card is given, and after opening, when a net deposit of at least 1 million won is made, a 10,000-won gift card is given to all customers who meet the conditions. However, the 5,000-won gift card benefit and the 10,000-won gift card benefit are not paid together.
The startup event is for existing customers. As of Oct. 31 this year, customers of Samsung Securities with a brokerage-type ISA balance of 100 won or less who make a net deposit of at least 1 million won but less than 10 million won into a brokerage-type ISA account during the period will all receive a 10,000-won gift card.
The level-up event is for both existing and new customers and is paid according to the size of the net deposit made into the brokerage-type ISA account during the period. For a net deposit of at least 10 million won, 30,000 won is given, and in stages, for at least 150 million won, a 500,000-won gift card is given to all customers who meet the target.
Lastly, the boom-up event provides a 5,000-won gift card for each product to all customers who meet the product-specific conditions when they make a net purchase of at least 1 million won of products (ELS, funds, bonds) in a brokerage-type ISA account during the period. The maximum is 15,000 won.
However, for these events, the balance equal to or greater than the net deposit amount and the net purchase conditions must be maintained through Jan. 31, 2026, and amounts from other firms' transfer are recognized at double when calculating the net deposit amount.
For details related to Samsung Securities' "brokerage-type ISA tax-saving support event," refer to the Samsung Securities website or the mobile app "mPOP."