Samsung Securities said on the 22nd that it will run the "ISA maturity-customer exclusive pension conversion event" for one month this month, supporting customers whose brokerage-type Individual Savings Account (ISA) has matured to convert to a pension account.
The event was prepared to help customers continue to use tax benefits by transferring ISA maturity funds to a pension account. A brokerage-type ISA account can be transferred to a pension account within 60 days from the maturity date.
The event is open to customers who convert brokerage-type ISA maturity funds to a pension account. To participate, customers must transfer at least 1 million won of ISA maturity funds to a pension savings account from the 1st to the 30th and maintain the pension savings balance until the prize is awarded.
Samsung Securities will draw from among customers who meet the conditions and provide two exhibition tickets to 100 people for the retrospective "Hapihapil Buni Bunil" by artist Kim Yun-shin at the Ho-Am Art Museum.
A Samsung Securities official said, "We planned this event to present tax-saving and long-term investment opportunities through conversion to a pension account for customers who have many concerns about managing funds after ISA maturity," and noted, "We will continue to strengthen systematic asset management services tailored to customers' life cycles."