Note: This document is a translation of a part of the original Japanese version and provided for reference purposes only. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail.
August 2, 2021
To whom it may concern:
Company Name: WealthNavi Inc.
Representative: Kazuhisa Shibayama, Representative Director and CEO
(Code Number: 7342 Tokyo Stock Exchange Mothers)
Inquiries: Gaku Hirose, Director, CFO (TEL.03-6632-4911)
WealthNavi and Chukyo Bank started offering "Chukyo Omakase Navi"
WealthNavi Inc. is pleased to announce that WealthNavi Inc. and The Chukyo Bank, Ltd. (Head office: Naka-ku,Nagoya-shi, President: Hideo Kobayashi) started offering "Chukyo Omakase Navi," a managed account service with a hybrid of online and face-to-face support on August 2, 2021. Please refer to the attached for details.
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Note: This document is a translation of a part of the original Japanese version and provided for reference purposes only. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail.
Announcement regarding the launch of "Chukyo Omakase Navi"
WealthNavi Inc. (Head office: Shibuya-ku, Tokyo; Representative Director and CEO: Kazuhisa
Shibayama; hereinafter, "WealthNavi") and The Chukyo Bank, Ltd. (Head office: Naka-ku, Nagoya-
shi, President: Hideo Kobayashi; hereinafter, "Chukyo Bank") started offering "Chukyo Omakase Navi," a managed account service with a hybrid of online and face-to-face support on August 2, 2021.
1. Outline of "Chukyo Omakase Navi"
"Chukyo Omakase Navi" is a managed account service with a hybrid of online and face-to-face support for customers of Chukyo Bank. Through this new service, WealthNavi provides its world- class wealth management algorithm and platform, and bank staff at Chukyo Bank supports customers face-to-face to start and continue long-term investment with a globally diversified portfolio.
Chukyo Bank and WealthNavi will continue to enhance services in order to satisfy various needs of our local customers.
Service URL: https://www.chukyo-bank.co.jp/invest/wealthnavi/
Please refer to the Chukyo Bank's homepage for service description, precautions and application regarding "Chukyo Omakase Navi."
[Risks and expenses relating to transactions in financial instruments through "Chukyo Omakase Navi"]
There is risk of incurring a loss because of fluctuations in the interest rate, the value of currencies, quotations on the financial instruments market, and other indicators, as well as the risk of invested principal falling below par in relation to transactions in financial instruments provided by "Chukyo Omakase Navi."
When using "Chukyo Omakase Navi," please carefully read the pre-contract documents prior to executing the agreement.
Risks and expenses relating to transactions in financial instruments
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Note: This document is a translation of a part of the original Japanese version and provided for reference purposes only. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail.
(https://www.wealthnavi.com/policy/rule/01-hybrid).
2. Company Overview | |
■The Chukyo Bank, Ltd. | |
Name: | The Chukyo Bank, Ltd. |
Representative: | Hideo Kobayashi, President |
Established: | February 10, 1943 |
Location: | 33-13, Sakae 3-chome,Naka-ku, Nagoya |
Capital: | 31,844,483,819 yen |
Business activities: | Banking |
Financial institution registered with the Tokai Local Finance Bureau | |
(registration No. 17) | |
Memberships: | Japan Securities Dealers Association |
■WealthNavi Inc. | |
Name: | WealthNavi Inc. |
Representative: | Kazuhisa Shibayama, Representative Director and CEO |
Established: | April 28, 2015 |
Location: | 9F. Shibuya Higashiguchi Bldg., 2-22-3 Shibuya, Shibuya-ku, Tokyo 150- |
0002 Japan | |
Capital: | 1,761,471,125 yen as of January 20, 2021 |
URL: | https://corp.wealthnavi.com/ |
Business activities: | Financial Instruments Firm registered with the Kanto Local Finance Bureau |
(registration No. 2884) | |
Memberships: | Japan Securities Dealers Association |
Japan Investment Advisers Association | |
Japan Payment Service Association |
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Disclaimer
WealthNavi Inc. published this content on 02 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 August 2021 06:11:07 UTC.