KB Securities Launches 'KB Securities Direct Indexing' Opening Event

KB Securities announced on the 16th that it will hold the event "Index, I’m Really Excited Now!" to celebrate the launch of the "KB Securities Direct Indexing" service.

The event period is from May 15 to July 31, and domestic individual customers residing in Korea who apply for the event will receive stock coupons worth up to 150,000 KRW upon meeting the conditions.

"KB Securities Direct Indexing" is a new service that allows investors to take the lead in designing and managing a stock portfolio tailored to their investment goals and preferences.

KB Securities offers various options to enable investors to create personalized portfolios according to their investment experience. By using "Pre-set" (pre-constructed example portfolios based on investment themes), even beginners can easily implement expert-level strategic stock portfolios.

In this event, all participants will receive a 5,000 KRW stock coupon just for saving a strategy without actual stock investment. Additionally, comparing the participant’s simulated investment return (A) with the pre-set or benchmark return (B), if the return difference (A-B) is +3% to 4.99%, they will receive 5,000 KRW; +5% to +9.99%, 25,000 KRW; and +10% or more, 45,000 KRW as extra rewards. If they sign an investment advisory contract, they will receive a 10,000 KRW stock coupon, and comparing the investment advisory contract return (A) with the pre-set or benchmark return (B), if the return difference (A-B) is +3% to 4.99%, they will receive 20,000 KRW; +5% to +9.99%, 40,000 KRW; and +10% or more, 90,000 KRW additionally.

Participation in the event application is mandatory to receive benefits. The investment advisory contract must be maintained until the end of July, and the highest return among the saved strategies as of July 21 and the pre-set or benchmark closing price on July 31 will be compared and evaluated. Customers who meet the conditions will receive the rewards in a lump sum at the end of the following month. By participating in both events, customers can receive stock coupons ranging from a minimum of 15,000 KRW to a maximum of 150,000 KRW.

KB Securities plans to offer fee benefits on investment advisory fees and trading commissions for investment advisory accounts until the end of September so that customers can use the "KB Securities Direct Indexing" service without burden.

Ha Woo-sung, Head of the KB Securities Platform Division, said, “By using ‘KB Securities Direct Indexing,’ investors can create their own customized strategies more precisely than investing in ETFs, and due to these advantages, the direct indexing market is explosively growing in developed countries. Through this event, we will continuously strive to help customers easily access direct indexing and experience smart investing.”