[SBI Securities] Business Alliance between Olive Consulting and FOLIO Group and Launch of New Product

Olive Consulting, FOLIO Holdings, and FOLIO have entered into a basic agreement for a business alliance aimed at leveraging their respective technologies, expertise, and management resources to expand business and enhance corporate value. Olive Consulting will launch a new product co-developed with the FOLIO Group on May 30, 2026, provided through financial product brokerage services with SBI Securities as the entrusted financial instruments business operator.

1. Background and Purpose of the Alliance In Japan, the introduction of the new NISA in 2024 has lowered the barriers to starting asset management, accelerating the expansion of new investors, including the younger generation. Meanwhile, many people who feel the necessity of asset management are unable to engage in it due to busy schedules, and existing investors often feel anxious about their current performance. Consequently, Olive Consulting of the SMBC Group and the FOLIO Group of the SBI Group have agreed to collaborate on product development, service enhancement, and expansion of their customer base.

2. Overview of the 'SBI Wrap Olive Consulting Course' (Nickname: Olive Wrap) Olive Wrap is a new asset management service exclusively for Olive Consulting customers, combining industry-leading low fees with automated management and reliable advisory support.

(1) Fees: Industry-leading low fees achieved by simplifying essential functions. (2) Premium Support: Personalized follow-up services by advisors regarding market trends and asset status for contracts of 10 million yen or more. (3) Investment Strategy: Diversified investment across 10 asset classes, including stocks, bonds, and alternative assets. By integrating portfolio advice from the SMBC Group with dynamic management by FOLIO, the service achieves high-level asset management. (4) Ease of Procedure: Complete procedures via smartphone, starting smoothly from 10,000 yen, with monthly accumulation from 1,000 yen.

The service aims to provide a long-term, 'set-and-forget' portfolio management solution that is resistant to market volatility by leveraging the collective wisdom of both groups.