Yuanta Securities Launches 'LONG-RUN Tax Saving Integrated Event'

[Asia Economy Reporter Minji Lee] Yuanta Securities announced on the 4th that it will hold the ‘Yuanta LONG-RUN Tax Saving Integrated Event’ for customers who subscribe to Yuanta Securities tax-saving products until September 30.

The ‘Yuanta LONG-RUN Tax Saving Product’ is Yuanta Securities’ unique tax-saving integrated BI (Brand Identity) that supports the successful long-term investment of customers subscribing to tax-saving assets, consisting of brokerage-type ISA, individual IRP, pension savings, and the Yuanta check card.

First, during the event period, customers who subscribe to the Yuanta LONG-RUN tax-saving product for the first time at Yuanta Securities and meet the payment conditions will receive a cash coupon of up to KRW 30,000. A KRW 5,000 coupon is given when depositing more than KRW 100,000 after opening a brokerage-type ISA account, KRW 10,000 when paying more than KRW 100,000 after subscribing to an individual IRP, KRW 10,000 when making a net deposit of more than KRW 1,000,000 or automatic transfer payment of more than KRW 300,000 (automatic transfer condition: at least KRW 100,000 per month, set for more than one year) after opening pension savings, and KRW 5,000 when using more than KRW 100,000 after issuing a Yuanta check card.

A Level Up event is also held, providing cash coupons of up to KRW 50,000 according to the achievement of subscription and transaction amount conditions for each tax-saving product. Depending on the number of levels achieved from Level 1 to Level 4, cash coupons of KRW 5,000, KRW 10,000, KRW 15,000, and KRW 20,000 are provided respectively. Detailed level-up conditions for each tax-saving product can be checked on the event page.

Additionally, among customers who transfer pension savings worth more than KRW 20,000,000 from other companies to Yuanta Securities, six will be selected by lottery to receive prizes: one Samsung TV worth approximately KRW 2,000,000, two 5-star hotel accommodation vouchers worth KRW 1,000,000 each, and three travel gift certificates worth KRW 500,000 each. In particular, when transferring pension insurance from insurance companies, the amount is recognized as double.

Jeon Jin-ho, Head of the Digital Solutions Division, said, “Due to the gradually decreasing expected returns, tax saving is becoming an important financial strategy not only for asset owners but also for beginner investors,” adding, “We hope that the Yuanta LONG-RUN tax-saving product will provide an opportunity to enjoy both improved returns and event benefits.”

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