KB Securities Launches Brokerage-type ISA "Net Deposit Event Season 4"

Double Recognition for Transferred Assets from Other Institutions
Up to 1.8 Million Won in Benefits Including Net Deposits, Contribution Limits, and Homecoming Offers

KB Securities announced that it will be running the 'Brokerage-type ISA Net Deposit (Transfer) Event Season 4' from September 1, 2026, to November 30, 2026, offering benefits worth up to 1.8 million won to customers of its brokerage-type Individual Savings Accounts (ISA).

This event has been prepared to support the transfer and funding of customers' ISA assets and to provide diverse investment opportunities, amid growing investor interest in tax-advantaged accounts following discussions about ISA system reform. The benefits include net deposit incentives, rewards for meeting annual contribution limits, pension transfers of matured ISA funds, a homecoming benefit, and incentives for net purchases of financial products.

First, customers who make net deposits of at least 2 million won to their KB Securities brokerage-type ISA account can receive up to 700,000 won in department store gift certificates, depending on the deposit amount. New and dormant customers can receive up to an additional 50,000 won in extra benefits.

In particular, customers who transfer ISA assets from other financial institutions to KB Securities will have the transferred amount recognized as twice the net deposit amount. For example, transferring 40 million won in ISA assets from other providers will be counted as an 80 million won net deposit, thus qualifying for corresponding benefits.

Customers who use their annual contribution limits will receive an additional department store gift certificate worth up to 200,000 won, depending on their net deposit amount. Those who transfer matured ISA funds into a pension savings account and reopen their ISA account can receive up to 500,000 won in benefits, depending on the conversion amount.

Customers who had transferred their KB Securities brokerage-type ISA accounts to another institution in 2025 but return with both their accounts and assets during the event period are eligible for a 'Homecoming Special Benefit.' Those with an actual transfer or net deposit amount of at least 10 million won can receive up to 150,000 won in gift certificates, depending on the amount.

Customers who make net purchases of domestic equity-type funds and ELS/ELB products within their brokerage-type ISA accounts are eligible for additional benefits of up to 200,000 won. Customers receive a raffle ticket for every 1 million won in net ETF purchases, with prizes including Dior wallets, LG mini wine cellars, and other assorted gifts awarded through the draw.

The double recognition of transferred ISA assets from other institutions applies only to the calculation of net deposit benefits. The rewards for fulfilling the annual contribution limit and the homecoming special benefit are calculated based on the actual net deposit or actual transferred amount.

Heejae Son, Head of Digital Business Group at KB Securities, said, "As interest in ISAs increases, we have prepared various benefits to help customers utilize tax-saving accounts more efficiently," adding, "Going forward, we will continue to expand our services and benefits tailored to customers' asset management needs."

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