Samsung Securities Launches "Tax-Saving Support Event" for Brokerage-Type ISA

Samsung Securities announced on January 29 that it will be holding a "Tax-Saving Support Event" for both new and existing customers of its brokerage-type Individual Savings Account (ISA) until March 31.

This event consists of four categories: the Welcome Event, the Re-Start Event, the Level-Up Event, and the First Step in Domestic Stocks Event. As of January 21, Samsung Securities maintains the largest number of brokerage-type ISA accounts in the industry, with 1.44 million accounts.

First, the Welcome Event targets new customers who open a brokerage-type ISA account for the first time during the event period, or customers whose brokerage-type ISA balance was less than 100,000 won as of the end of 2025. If these customers make a net deposit of at least 1 million won but less than 10 million won by the end of March, they will receive a 10,000 won gift certificate upon meeting the conditions.

The Re-Start Event is for existing customers who had a brokerage-type ISA balance of at least 1 million won with Samsung Securities as of December 31, 2024, but whose net deposit in 2025 is less than 100,000 won. It is also for customers who transfer matured funds from a brokerage-type ISA to a Samsung Securities Individual Retirement Pension (IRP) or pension savings account by the end of March 2026 and then reopen a brokerage-type ISA account during the same period. If these customers make a net deposit of at least 3 million won but less than 10 million won, they will receive a 10,000 won gift certificate.

The Level-Up Event is available to both new and existing customers. The amount of the gift certificate depends on the net deposit made into the brokerage-type ISA account during the event period, with rewards starting from 30,000 won for net deposits of at least 10 million won, and increasing stepwise up to 600,000 won for net deposits of at least 200 million won. All customers who meet the criteria will receive the corresponding gift certificate.

Lastly, the First Step in Domestic Stocks Event is for customers who open a brokerage-type ISA account for the first time by the end of March. If they trade domestic stocks (including ETFs and ETNs) worth at least 1 million won online within the deposit recognition period, they will receive a 5,000 won gift certificate.

However, event benefits cannot be combined and will be provided only once per customer based on the maximum benefit available. In addition, customers must maintain a balance and net purchase amount at least equal to the net deposit until April 30, 2026. Transfers from other companies will be counted as double when calculating net deposits.

For more details regarding the Samsung Securities "Brokerage-Type ISA Tax-Saving Support Event," please refer to the Samsung Securities website or the mobile app "mPOP."

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