KB Securities, Brokerage ISA Balance Surpasses 2 Trillion Won

KB Securities announced on the 25th that the balance of its brokerage-type Individual Savings Account (ISA) exceeded 2 trillion won as of the 11th.

The balance of KB Securities' brokerage-type ISA has shown rapid growth, surpassing 2 trillion won within a year after breaking through 1 trillion won last November. The number of subscribed accounts also exceeded 1 million as of the 11th, establishing the brokerage-type ISA as an essential asset management account.

KB Securities is offering a special sale of equity-linked bonds (ELB) to customers who have subscribed to the brokerage-type ISA. This special ELB is based on Samsung Electronics common stock as the underlying asset, with a 6-month maturity and provides a minimum annual pre-tax return of 5.0% up to a maximum of 5.01% upon meeting certain conditions.

This product can only be subscribed to through KB Securities' brokerage-type ISA accounts and will raise a total of 30 billion won over three rounds (November 25, December 2, and December 9), with a limit of 10 billion won per round. Subscriptions start from a minimum of 1 million won in increments of 100,000 won. If subscription demand exceeds supply, allocation will be proportionally distributed based on each investor's subscription amount, and any remaining funds will be refunded on the subscription closing date. The special ELB with the same structure sold in October (total 30 billion won over three rounds) was fully subscribed.

The brokerage-type ISA is an account that allows integrated management by freely operating various financial products (funds, ELS, RP, etc.), domestic listed stocks, and exchange-traded funds (ETFs) within a single account. In particular, if the mandatory 3-year holding condition is met and the account is closed, tax exemption benefits of up to 4 million won (for the basic type for low-income earners) can be received, and amounts exceeding this are subject to a separate tax rate of 9.9%, further increasing the effective yield.

Yoon Man-chul, Head of Customer Solutions at KB Securities, stated, "Recently, there has been a significant increase in demand for smart investments using brokerage-type ISAs in domestic dividend stocks, overseas stock ETFs, and government bonds." He added, "KB Securities will continue to identify new investment trends and actively provide various products and useful services that meet these needs."

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