Company Profile
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 |
| 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.
