Hana Securities Launches Discretionary Pension Asset Service "1Q Smart Private Pension Wrap"

Hana Securities announced on July 13 that it will launch the "1Q Smart Private Pension Wrap," a discretionary pension service where experts operate and manage assets for pension subscribers who find asset management challenging. The service features systematic management of pension assets by constructing a portfolio using both domestic and global public funds, and regularly rebalancing it in line with changing market conditions.

The "1Q Smart Private Pension Wrap" is offered in two types—'MP 50' and 'MP 80'—depending on the equity allocation in the model portfolio. Customers can choose between aggressive and neutral investment strategies according to their risk preferences. The company explained that the product is designed to support long-term asset management by enabling diversification across both domestic and overseas assets.

The contract period is one year and can be automatically extended, with a minimum subscription amount starting from 500,000 won. This product is only available through in-person visits to the branch. Additional deposits are allowed, enabling subscribers to continuously accumulate and manage their pension assets. Another feature is that there are no early termination fees for this product.

Lee Jaeyong, Head of Pension Consulting at Hana Securities, stated, "In a situation where global market volatility is increasing, we aim to help customers prepare for retirement more easily and securely through this private pension wrap managed by professionals. Hana Securities will continue to introduce innovative pension products and differentiated benefits unique to our company."

Meanwhile, Hana Securities will offer up to 2 million won in Shinsegae mobile gift certificates through new and transferred private pension events until the end of the year. In addition, a special launch event will provide customers who enroll in the "1Q Smart Private Pension Wrap" with an extra 20,000 won gift certificate.

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