Customers who move ISA funds to pension accounts eligible for gift vouchers; tax deferral and additional deductions offer long-term advantages

[Provided by Samsung Securities]
[Provided by Samsung Securities]

Samsung Securities said it will run a brokerage-type ISA pension transfer event through July 31, targeting customers whose individual savings accounts (ISA) are reaching maturity and supporting them in converting those funds to pension accounts.

The event is designed to help customers continue taking advantage of tax benefits by moving matured ISA funds into pension accounts. Brokerage-type ISA funds can be transferred to a pension account within 60 days of the maturity date, a structure that offers long-term asset management advantages including tax deferral and additional tax deductions.

The event is open to customers who transfer matured brokerage-type ISA funds to a pension account. To qualify, customers must move at least 1 million won ($651) in matured ISA funds to a pension savings or individual retirement pension (IRP) account between May 1 and July 31, and maintain the balance until prizes are distributed.

Rewards vary by transfer amount. Customers transferring to a pension savings account can receive mobile gift vouchers worth up to 1.1 million won, while those transferring to an IRP account receive a 30,000-won mobile gift voucher.

Customers who transfer matured ISA funds to a pension account and then re-enroll in a Samsung Securities brokerage-type ISA during the event period can receive additional benefits. Simply opening an account earns a 5,000-won mobile gift voucher, and customers who meet a net deposit threshold after re-enrollment can receive an additional voucher worth up to 30,000 won.

"We designed this event to offer customers who are uncertain about how to manage their funds after ISA maturity a path to tax savings and long-term investment through pension account transfers," a Samsung Securities official said. "We will continue to strengthen our systematic asset management services tailored to each customer's life stage."

Samsung Securities is also running a separate health and tax-savings checkup event through July 31 for customers holding pension savings or brokerage-type ISA accounts. The event is divided into a net deposit component and a service experience component. Among customers who make a net deposit of at least 1 million won into a pension savings or brokerage-type ISA account, 200 winners — 100 from each account type — will be selected by lottery to receive a genetic testing kit. Customers who make a net deposit of at least 1 million won and spend three or more minutes exploring designated services such as "Pension Home" or "ISA Expert Pick" on the mobile app mPOP or the Monimo app will be entered into a separate draw, with four winners each receiving one don of pure gold.


th5@heraldcorp.com