Kiwoom Securities 'Bullio All-Weather ETF Wrap/ISA' New Launch Commemorative Event

[Asia Economy Reporter Oh Ju-yeon] Kiwoom Securities announced on the 27th that it is holding an event offering benefits to customers who subscribe by June 26 to commemorate the launch of the 'Bullio All-Weather ETF Wrap/ISA.'

The Bullio All-Weather ETF Wrap/ISA is a product developed by Dumulmeori Investment Advisory that implements the asset allocation strategy of Ray Dalio, founder of the world's largest hedge fund Bridgewater, tailored to the domestic investment environment. It pursues a market-customized asset allocation strategy with a Korean-style all-weather portfolio composed of domestically listed ETFs.

Anyone who subscribes to the Bullio All-Weather ETF Wrap/ISA can receive a 10,000 KRW coupon benefit, and depending on the subscription amount, they can also receive department store gift certificates worth up to 100,000 KRW.

The ISA is a personal comprehensive asset management account that allows integrated management of various financial products (savings deposits, ELS, DLS, funds, etc.) and offers a tax exemption benefit of up to 2 million KRW (4 million KRW for the low-income type) through profit and loss offsetting.

Since 2020, due to tax law revisions, when the ISA maturity amount is transferred to a personal pension savings account, up to 10% (maximum 3 million KRW) of the transferred amount can receive tax benefits. Additionally, in the personal pension account, funds can be managed tax-free until withdrawal, and when received as a pension, a low tax rate of 3.3% to 5.5% can be applied.

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