First, the IRP net increase event will reward customers who increase their KB Securities IRP account assets during the event period (including new deposits and transfers) with Shinsegae gift certificates according to the amount of the net increase: KRW 10,000 for a net increase between KRW 1 million and less than KRW 10 million, KRW 20,000 for a net increase between KRW 10 million and less than KRW 30 million, and KRW 30,000 for a net increase of KRW 30 million or more. If the net increase is achieved through a transfer from another company's IRP, the amount will be counted as double.
Additionally, customers who meet the net increase requirement and register (designate) the "default option" within the event period will receive an extra Shinsegae gift certificate worth KRW 20,000. The default option is a system that pre-sets a portfolio tailored to the customer's investment profile and automatically operates without separate instructions, supporting efficient asset allocation within the IRP account.
At the same time, an event is also being held for pension savings accounts, which are well known for their year-end tax deduction benefits. Customers who increase their pension savings account assets (including new deposits and transfers) will receive Shinsegae gift certificates worth up to KRW 1 million, depending on the amount of the net increase. As with the IRP net increase event, amounts increased through transfers from pension accounts at other companies will be counted as double.
Specifically, customers will receive Shinsegae gift certificates as follows: KRW 10,000 for a net increase between KRW 1 million and less than KRW 5 million, KRW 20,000 for a net increase between KRW 5 million and less than KRW 10 million, KRW 30,000 for a net increase between KRW 10 million and less than KRW 30 million, KRW 50,000 for a net increase between KRW 30 million and less than KRW 50 million, KRW 100,000 for a net increase between KRW 50 million and less than KRW 100 million, KRW 300,000 for a net increase between KRW 100 million and less than KRW 200 million, KRW 400,000 for a net increase between KRW 200 million and less than KRW 300 million, KRW 700,000 for a net increase between KRW 300 million and less than KRW 500 million, and KRW 1 million for a net increase of KRW 500 million or more.
Furthermore, customers who meet the pension savings account net increase condition and make a net purchase of funds (excluding ETFs and MMFs) of KRW 1 million or more during the event period will receive an additional Shinsegae gift certificate worth up to KRW 50,000, depending on the purchase amount.
In particular, customers who complete both the net increase and net fund purchase in their pension savings account will receive one prize entry ticket for every KRW 1 million of net increase. After the event ends, a drawing will be held in October to award the following prizes: one Prada travel bag, two Dior travel kits, three Rimowa Check-In Medium suitcases, four iPad Air 13s, five Dyson Airwrap Coanda 2X, 100 Shinsegae gift certificates worth KRW 50,000 each, and 500 Daiso gift certificates worth KRW 10,000 each.
To participate in this event, customers must apply for the event, and in order to receive the benefits, they must maintain the required account balance from September 1 to September 30.
Son Heejae, Head of Digital Business Group at KB Securities, stated, "KB Securities provides a variety of content and investment tips through the mobile app KB M-able to help customers manage their retirement assets efficiently," and added, "We will continue to strengthen our customer-centric services so that customers can manage their retirement assets conveniently and securely."
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