Hantoo Asset Management and Hantoo Securities Launch ACE ETF Regular Investment Event for Pension Accounts

Korea Investment Trust Management announced on the 19th that it will hold the ‘ACE ETF Regular Investment Event’ in collaboration with Korea Investment & Securities.

The event will run until May 31 and is targeted at pension account investors. Pension accounts are representative financial products that offer tax deductions and retirement preparation benefits. During year-end tax settlement, investors can receive a tax credit of up to 16.5% (maximum 990,000 KRW) on annual contributions up to 6 million KRW. In particular, the Individual Savings Account (ISA) allows investors to freely manage products such as △Exchange Traded Funds (ETF) △Exchange Traded Notes (ETN) △funds within a single account. It offers tax exemption benefits up to an annual contribution limit of 20 million KRW (general type 2 million KRW · for low-income earners 4 million KRW).

The ACE ETF Regular Investment Event is available to those who apply for the ACE ETF regular automatic purchase service through Korea Investment & Securities pension accounts. To receive prizes, participants must maintain their balance and the regular automatic purchase service for one month after the event period ends.

Event details vary depending on the pension account opening channel. For customers who open accounts online via the non-face-to-face BanKIS platform for personal pensions and ISA brokerage-type accounts, cultural gift certificates will be distributed in tiers according to the net purchase amount of ACE ETFs during the event period. The cultural gift certificate amounts by purchase tier are △10,000 KRW for 1 million KRW or more but less than 3 million KRW △20,000 KRW for 3 million KRW or more but less than 5 million KRW △30,000 KRW for 5 million KRW or more. The net purchase amount includes amounts purchased through the regular automatic purchase service. Multiple payments per account are allowed.

Customers who opened pension savings accounts face-to-face at branches can participate in the event by making at least one regular investment purchase of ACE ETFs eligible for the event. There are a total of 10 eligible ETFs, and 300 winners will be selected by lottery to receive Starbucks coffee vouchers (no duplicate winnings per ETF). Additionally, 500 participants who purchase five or more of the eligible ETFs through regular investments will be selected by lottery to receive a 10,000 KRW mobile cultural gift certificate. The 10 eligible ETFs are △ACE POSCO Group Focus △ACE AI Semiconductor Focus △ACE US High Yield Active (H) △ACE US 30-Year Treasury Active (H) △ACE Global Semiconductor TOP4 Plus SOLACTIVE △ACE Global Income TOP10 SOLACTIVE △ACE US S&P 500 △ACE US Nasdaq 100 △ACE US Big Tech TOP7 Plus △ACE US Dividend Dow Jones.

Kim Seunghyun, ETF Consulting Manager at Korea Investment Trust Management, said, "In pension accounts, it is more important to invest a fixed amount monthly by spreading out the investment timing rather than investing a lump sum at once." He added, "We organized this event to inform investors of the advantages of regular investments." He further explained, "Using the automatic regular investment service allows easy installment purchases without needing to predict investment timing, enabling long-term pursuit of stable returns."