Okasan Asset-Some Important Points about This Broker

WikiFX | 2024-12-18 14:45

概要：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.

Note: Okasan Asset's official website: https://www.okasan-am.jp/english/ is currently inaccessible normally.

Okasan Asset Review Summary
Founded	2015
Registered Country/Region	Japan
Regulation	FSA
Market Instruments	Japanese Equity, Global Fixed Income, Alternatives
Demo Account	✔
Fees	Fixed Service Fee(assets under agreement x 1.1%),Performance Fee
Customer Support	Phone: +81 (0)3-3516-1188
Customer Support	21F Kyoba21F Kyobashi Edogrand, 2-2-1 Kyobashi, Chuoku, Tokyo 104-0031, Japan

Okasan Asset Information

Okasan Asset, founded in 2015, is a brokerage registered in Australia. The trading instruments it provides cover Japanese Equity, Global Fixed Income, and Alternatives.

Pros and Cons

Pros	Cons
Regulated	Limited Customer Support Channels
Diverse product offerings	Focus on Specific Markets
Demo account available	No min deposit information
Specialized fee structure	No account type information
No trading platform information offered	No payment method information

Is Okasan Asset Legit?

Okasan Asset is regulated by FSA in Japan. Its current status is regulated.

Regulated Country	Regulated Authority	Regulated Entity	License Type	License Number	Current Status
Japan	FSA	ＳＢＩ岡三アセットマネジメント株式会社	Retail Forex License	関東財務局長(金商)第370号	Suspicious Clone

What Can I Trade on Okasan Asset?

Okasan AsAsset offers traders Japanese Equity, Global Fixed Income, Alternatives to trade.

Tradable Instruments	Supported
Japanese equity	✔
Global fixed income	✔
Alternatives	✔
Forex	❌
Precious Metals	❌
Energy	❌
Index	❌
Futures	❌

Okasan Asset Fees

Okasasan Asset charges investment management fees and other fees.

Investment Management Fees:

Clients have the option to choose between a Fixed Service Fee and a Performance Fee structure.

The Fixed Service Fee is calculated based on the total assets under management, with a maximum rate of 1.1% per annum (1.0% net of tax), which vary depending on the contracted period, investment strategies, the characteristics of the assets, and the amount of investment.

The Performance Fee structure includes two components: a fee up to 40% of the Fixed Service Fee and an additional charge up to 22.0% (20.0% net of tax) of the profit, which encompasses realized profits, appraisal gains or losses, and accrued income within the calculation period.

Other Expenses: These include brokerage commissions and trust fees related to securities within portfolios, tax and custodial fees for holdings in foreign currencies, and audit costs, as well as fees related to the acquisition and management of investment trust funds.