Yuanta Securities Signs Business Agreement with FP Korea Financial Services (GA)

From the left, Jang Won-hak, Head of PB Support Team at Yuanta Securities; Jang Seong-cheol, Head of Retail Strategy Headquarters; Kim Min-seok, CEO of FP Korea Financial Services; Bong Won-yong, Executive Director of Sales.

[Asia Economy Reporter Lee Seon-ae] Yuanta Securities announced on the 8th that it signed a business agreement with GA (General Agency) ‘FP Korea Financial Services’ on the 7th.

FP Korea Financial Services is a GA gaining attention for launching a complex center capable of operating as a one-person GA and independent branches.

Yuanta Securities, which has accumulated know-how by supporting various programs for investment solicitation agents, plans to provide a curriculum combining theory and practice from introductory to advanced courses through this business agreement to help FPs belonging to FP Korea Financial Services grow into comprehensive financial planners, including support for obtaining certifications.

Jang Seong-cheol, Head of the Retail Strategy Division, said, “Systematic education and sales support are essential for investment solicitation agents to settle successfully,” adding, “We will actively support customized education tailored to their level to increase satisfaction and lead to tangible results.”

Yuanta Securities currently operates a dual system with the ‘General Investment Solicitation Agent System,’ which allows customer management through cooperation with branch PBs, and the ‘Direct Investment Solicitation Agent System,’ which pays a commission rate of at least 80% based on performance. In addition, it plans to support an online training course for prospective investment solicitation agents preparing for the qualification exam scheduled for September, and is striving to expand investment solicitation agent sales through various support systems and promotions.

This content was produced with the assistance of AI translation services.