【SBI Securities】Announcement Regarding the Launch of Operations by Olive Consulting Co., Ltd.

Olive Consulting Co., Ltd., a joint venture established by SBI Holdings, SBI Securities, Sumitomo Mitsui Financial Group, Sumitomo Mitsui Banking Corporation, and SMBC Nikko Securities, has officially launched its operations following the completion of its registration as a financial instruments intermediary and the receipt of bank agency licensing.

1. Purpose of Launch Since the strategic capital and business alliance in April 2020, the SBI and SMBC Groups have leveraged their respective strengths to provide services. With the launch of Olive Consulting, established in August 2025, the groups aim to address diversified asset formation needs amid the popularity of the New NISA. By seamlessly integrating SBI Securities' online brokerage functions with Olive Consulting's advisory services, they strive to offer a unique experience where customers can manage assets, trade, and receive consultations in one place.

2. Overview of Services Olive Consulting provides the following services: (1) Digital Wealth Management Linked with 'Money Forward ME,' the service visualizes overall assets. Users can grasp market trends, perform asset allocation simulations, and trade products handled by SBI Securities directly through the app. (2) Flexible Consulting Customers can receive consultations via advisors or AI chatbots based on their personal situation. Following an initial online session, users can choose from various channels including chat, phone, and in-person consultations, with the option to designate specific advisors.