Abstract:Okasan Asset Management Co., Ltd. was established on October 6, 1964 and is located in Tokyo, Japan. Its main business is the investment management business (investment trust fund management & discretionary investment management), the investment advisory/agent business and the type 2 financial instrument business. Okasan Asset Management is regulated by the Financial Services Agency (FSA) of Japan, with the regulatory certificate number 3010001062358.
General Information& Regulation
Okasan Asset Management Co., Ltd. was established on October 6, 1964 and is located in Tokyo, Japan. Its main business is the investment management business (investment trust fund management & discretionary investment management), the investment advisory/agent business and the type 2 financial instrument business. Okasan Asset Management is regulated by the Financial Services Agency (FSA) of Japan, with the regulatory certificate number 3010001062358.
Market Instruments
Okasan Asset Management provides investors with a series of financial instruments, including real estate investment trusts, stock indexes, money orders, bonds, etc.
Commission
Discretionary investment agreements include expenses directly borne by the customer and expenses borne indirectly. In the former case, the customer needs to pay investment management fees (choose one of the fixed service fee and performance fee). In the latter case, customers need to pay transaction commissions and trust fees for securities trading, taxes and custody fees for securities denominated in foreign currencies, audit fees, etc. The costs borne by the customer vary depending on investment conditions and other factors, so the total amount, upper limit, or calculation method cannot be explained in advance.
Trading Hours
The business hours of Okasan Asset Management are 9:00-17:00 (except weekends, national holidays, and company holidays).
Risk
The main risks related to investment trusts include (but are not limited to the following aspects): price fluctuation risks of stocks, real estate investment trusts (REITs) and derivatives, interest rate fluctuation risks, foreign exchange fluctuation risks, credit risks, liquidity risks, country risks, issuance concentration risks, etc. The investment principal cannot be guaranteed, and the decline in the base price may result in losses, and the investment principal may be interrupted. Investment trusts are different from deposits and savings.