Yuanta Securities Launches Promotion for New Top Investment Solicitors

[Asia Economy Reporter Minji Lee] Yuanta Securities announced on the 11th that it will conduct a promotion offering a signing bonus of up to 40 million KRW per year to outstanding investment solicitors who newly sign contracts within the next six months until December.

This is to attract highly capable investment solicitors through exceptional benefits and actively support their activities.

An investment solicitor is an asset manager who, after passing a professional qualification exam, signs a contract with a financial investment company and recommends the company’s account openings or financial investment products, receiving a portion of the profits as salary.

Investment solicitors who newly contract with Yuanta Securities during the second half of this year can receive an additional bonus of up to 40 million KRW over four installments within one year, in addition to their basic compensation.

Without a separate application, the average monthly commission income is evaluated every three months for one year starting from the month following the contract. If the three-month average commission income is 1 million KRW or more, 2 million KRW or more, 5 million KRW or more, or 10 million KRW or more, they will receive an additional 1 million KRW, 2 million KRW, 5 million KRW, or 10 million KRW respectively. For example, if the three-month average commission income is 8 million KRW, a 5 million KRW bonus will be paid. However, direct investment solicitors with a basic compensation rate of 80% will receive only 50% of the eligible bonus amount.

Additionally, from July to September this year, a tax-saving product acquisition promotion will be held targeting all investment solicitors. For transferring long-term financial products for tax-saving purposes such as pension savings, brokerage-type ISA, and individual IRP to Yuanta Securities, a reward of 10,000 KRW per 10 million KRW transferred will be given. Regardless of the product type, if customers are acquired monthly in a specific order (where the last digit of the customer’s order number transferred to Yuanta Securities is 1), an additional department store gift certificate worth 50,000 KRW will be awarded.

Choi Hyun-jae, Head of Investment Consulting Division, said, “Yuanta Securities has been providing various education and support activities for its affiliated investment solicitors, including educational content, promotions, overseas training, and awards events.” He added, “We will continue to strive to enhance the satisfaction of our affiliated investment solicitors through diverse support activities that go beyond ordinary benefits.”

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