Make investing simpler and safer.
IFA Leading Co., Ltd.'s official app [IMA] (IFAL Managed Account) aims to provide a discretionary investment service that everyone, from beginners to experienced investors, can use with confidence.
This service checks the asset composition on a daily basis according to the model portfolio specified by the customer, and if there is a certain deviation, automatically buys or sells and adjusts the portfolio.
You can start asset management just by selecting a model portfolio and making a deposit/purchase procedure.
In addition, transaction status and operation history can be checked at any time from the app.
Start simple and transparent asset management through IMA!
*This service can only be applied through an advisor from IFA Leading Co., Ltd.
Please note that if you do not apply through an advisor from IFA Leading Co., Ltd., you will not be able to use this service.
*"IMA" is a discretionary investment system developed exclusively for IFA Leading Co., Ltd. by Smart Plus Co., Ltd., a financial instruments business operator.
In this service, IFA Leading Co., Ltd. provides investment advice and the advisor in charge provides investment advice to the customer, and Smart Plus provides discretionary investment management.
Trade name: Smart Plus Co., Ltd.
Financial instruments business operator: Kanto Local Finance Bureau (Kinsho) No. 3031
Member associations: Japan Securities Dealers Association, Japan Investment Advisers Association, Type 2 Financial Instruments Business Association
■Notes regarding account opening and transactions
・When making a transaction using Smart Plus, you may be required to pay certain fees and expenses for each product.
・When trading stocks, you may incur losses due to a decline in stock prices. In addition, losses may be incurred due to deterioration of the issuing company's financial condition, such as bankruptcy. Investment trust transactions may also incur losses due to a decline in the standard price.
・For foreign securities transactions involving foreign exchange transactions, in addition to the above, you may incur losses due to exchange rate fluctuations.
・For leveraged and inverse ETFs, there may be a difference between the target underlying index and the reference price due to various operational costs, etc., and in the medium to long term, this discrepancy may become large, and the compound interest effect may reduce profits. It may be difficult to obtain.
・When opening various accounts with our company, there will be a screening prescribed by our company.
・When individual stocks are displayed or mentioned in materials, etc., they are posted for illustrative purposes only, and are not intended to be a solicitation or recommendation to buy or sell such stocks.
・When making a transaction, please carefully read the pre-contract documents, prospectus, other documents, contracts, etc. issued by our company.
■Notes regarding discretionary investment contracts
・When you conclude a discretionary investment contract with Smart Plus, you may be required to pay certain fees and expenses.
・Investments are managed based on discretionary investment contracts that the Company concludes with customers, and the investment principal is not guaranteed, and all profits and losses from investment belong to the customers.
・As the investment targets are domestic and foreign securities with price fluctuations, losses may occur due to fluctuations in indicators such as stock prices, interest rates, currency prices, etc., or changes in the issuer's credit status, etc., and the investment principal may be lost. There is a risk of interruption.
・Before applying for a discretionary investment contract, please carefully read and understand the pre-contract documents and terms and conditions before applying.
・Cooling-off (Article 37-6 of the Financial Instruments and Exchange Act) does not apply to discretionary investment contracts.
・The past performance results displayed do not guarantee future performance results.
