KB Securities Launches "Retirement Pension ETF Installment Service"

KB Securities announced on August 6 that it has launched an automatic installment investment service for exchange-traded funds (ETFs) for retirement pension (DC·IRP) accounts.

This new service is designed to support the unique characteristics of retirement pensions, where long-term diversified investment is essential, by enabling customers to regularly invest in ETFs without worrying about market timing. In addition, through retirement pension (DC·IRP) accounts, customers can select up to 10 products among pension-exclusive ETFs, REITs, and infrastructure investment companies, and set up automatic regular purchases (weekly or monthly).

The minimum investment amount per product for this service is 100,000 KRW, and the installment period can be set from 3 months to 1 year. Customers can easily apply via KB Securities' main mobile trading system (MTS), 'KB M-able (M-able)'.

Additionally, to commemorate the launch of the service, KB Securities will hold the 'Installment Race Retirement Pension ETF Event with KB Securities' for about three months until October 31. The event consists of two main parts. First, the first 2,000 customers who sign up for the ETF installment service through their retirement pension (DC·IRP) accounts and make at least one purchase among all eligible ETFs will receive a Starbucks Americano coupon.

Second, there is a joint event with asset management companies. Five firms?KB Asset Management, Mirae Asset Global Investments, Samsung Asset Management, Hanwha Asset Management, and Korea Investment Management?will each select five ETFs suitable for retirement pensions as event-eligible products, and prizes will be awarded based on the number of installment purchases. KB, Mirae Asset, Samsung, and Hanwha Asset Management will each draw 200 customers who make five or more installment purchases and provide them with a 10,000 KRW Starbucks e-card, and 300 customers who make ten or more purchases will receive two 10,000 KRW Starbucks e-cards. Korea Investment Management will provide 10,000 KRW and 20,000 KRW cultural gift certificates, respectively, under the same criteria. The number of purchases is calculated by summing the number of eligible products per asset manager, and the purchase counts for both DC and IRP accounts are combined.

Event registration is required, and prizes will be sent in mid-December only to customers who maintain their installment service enrollment and product balance until November 30.

Song Sangeun, Head of the Pension Division at KB Securities, stated, "We hope that more customers will be able to invest systematically over the long term without worrying about market timing through the retirement pension ETF installment service and event," adding, "KB Securities will continue to lead changes in the retirement pension market and consistently introduce innovative, customer-centered services."