Samsung Securities said it will run a "tax-saving support event" through Mar. 31 for new and existing customers of its brokerage-type individual savings account (ISA).
The event consists of four programs: ◇ Welcome event ◇ Re-Start event ◇ Level-up event ◇ First steps in domestic stocks event.
The Welcome event is for new customers. Customers who open a brokerage-type ISA for the first time during the period, or whose brokerage-type ISA balance is less than 100,000 won as of the end of 2025, and who make net deposits of at least 1 million won but less than 10 million won by the end of March, will receive a 10,000-won gift certificate for all who meet the conditions.
The Re-Start event is for existing customers. Customers whose Samsung Securities brokerage-type ISA balance is at least 1 million won as of Dec. 31, 2024, and whose 2025 net deposits are less than 100,000 won, or customers who transfer their brokerage-type ISA maturity funds to a Samsung Securities individual retirement pension (IRP) or a pension savings account by the end of Mar. 2026 and reopen a brokerage-type ISA during the same period, will receive a 10,000-won gift certificate for all who make net deposits of at least 3 million won but less than 10 million won.
The Level-up event is for both new and existing customers, with benefits based on the size of net deposits in the brokerage-type ISA during the period. Starting with a 30,000-won gift certificate for net deposits of at least 10 million won, benefits increase in stages up to a 600,000-won gift certificate for achieving at least 200 million won, and are provided to all customers who meet the conditions.
The first steps in domestic stocks event is for customers who open a brokerage-type ISA for the first time by the end of March. If they trade 1 million won or more online in domestic stocks (including ETFs and ETNs) from their brokerage-type ISA account during the deposit recognition period, all customers will receive a 5,000-won gift certificate.
However, the benefits of the Welcome, Re-Start, and Level-up events are not provided in duplicate and are offered only once per customer based on the maximum benefit criteria. In addition, customers must maintain a balance and net purchase condition at least equal to the net deposit amount through Apr. 30, 2026, and amounts transferred from other firms are credited as double when calculating net deposits.
Details on Samsung Securities' brokerage-type ISA tax-saving support event are available on the Samsung Securities website or the mobile application "mPOP."