HOME  >  CUSTOMER SUPPORT  >  INVESTMENT FUND

投資ファンド

社会の倫理と価値観に整合した投資

With investment funds, the idea is to invest in the investment destination with the idea that the money collected from investors will be a mechanism to distribute dividends and the gain on the sale which will increase from that point on to be redistributed to investors.

Investment funds can be classified into several types such as private equity, bonds, non-performing loans, private equity, real estate, etc. Also, if you gain profit from the investment, it is then distributed to investors in the form of dividends.

投資ファンドのスキーム例

元本保護型オフショアファンドの仕組み

主な投資家保護ルール

●principle of compatibility
Make the appropriate solicitation to investors, shall make efforts so as not to be subjected to investor protection.
●The explanation for before the issuing of a contract entered into in writing
Based on the 4 Gold Commercial Code Article 37, the contract is easy to understand regarding important matters of the Product Overview. We will make sure that the description of the contract is easy for the customer to understand completely.
●Regulations, such as advertising
We are prohibited to display prospects about profits that significantly vary from the actual numbers. We are to give accurate information that is not misleading. We are to display the size of the risk that will not differ greatly from reality. False advertising is prohibited.
●Various prohibited acts
We are prohibited in the "act of giving false information" and the "act of solicitation to provide a conclusive judgement about uncertainties." We are prohibited in solicitation by telephone or by visiting a different time zone specifically for solicitation as this will of course be a nuisance to customers.
●Prohibition of loss compensation
Based on the gold Commercial Code Article 39, the prohibition of compensation act of loss (FIEL industry Office Ordinance No. 117 Article 1 Section 7), and the like

資産運用リスクについて

代表的なリスク

●Market Risk
By fluctuations in market risk factors, such as in the domestic and international short-term money market. Bond, stock and foreign exchange market, the value of financial instruments are held by the changes and there is a risk of loss because of this.
●Liquidity Risk

It is when the risk stemming from the lack of marketability of an investment that cannot be bought or sold quickly enough to prevent or minimize a loss.

●Foreign Exchange Risk
Foreign exchange risk (also known as FX risk, exchange rate risk or currency risk) is a financial risk that exists when a financial transaction is denominated in a currency other than that of the base currency of the company.
●Credit Risk
A credit risk is the risk of default on a debt that may arise from a borrower failing to make required payments. In the first resort, the risk is that of the lender and includes lost principal and interest, disruption to cash flows, and increased collection costs.
●Interest Rate Risk
The interest rate risk is the risk that an investment's value will change due to a change in the absolute level of interest rates, in the spread between two rates, in the shape of the yield curve or in any other interest rate relationship.
●Risk By Law Amendments
Risk is by law revision, etc., it refers to the risk of incurring the enforcement or loss by the amendment of the laws of the new law of the country.
●Sudden Risk Factors
The risks associated with accidental factors, earthquake, typhoon, early punishment, natural disasters and accidents such as fire, war, and damaged a large economic value of investments due to human disasters such as terrorism, and as a result, suffer a loss.

●Disclaimer

※This website was created by Premier Bank Corporation strictly to provide information and not for solicitation.