Wrap Account

SOLUTIONS

Wrap Account

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INVESTMENT SOLUTIONS

Advisory Wrap Account

Advisory Wrap Account is the financial investment instrument for which the assets of the client is managed by the securities company with the investment advisory services by investment advisory company.

Although it provides customized strategies appropriate for the investment dispositions of the client by professionals, it has the advantage of allowing subscription with relatively low amount of fund. In addition, it is characterized by disclosure of the status of the account to the client in real-time.

Advisory Products

  • Korea Investment & Securities Korea Investment AI Innovation American Wrap_TEKTON

    US stock certificates listed on a US securities market, cash and cash equivalents

  • Korea Investment & Securities Korea Investment AI Innovation China Wrap_TEKTON

    Chinese stock certificates listed on a China, Hong Kong, US securities market, cash and cash equivalents

  • KB Securities KB Able AI Innovation China Wrap

    Chinese stock certificates listed on a China, Hong Kong, US securities market, cash and cash equivalents

  • KB Securities KB Able AI Innovation Korea Wrap

    Korean stock certificates listed on a Korea securities market, cash and cash equivalents

  • KB Securities KB Able QFII China Stock Trust

    Chinese stock certificates listed on a China securities market, cash and cash equivalents * Can be invested into STAR market and Chinext

  • Eugene Investment & Securities Eugene Champion Wrap TEKTON advisory type

    Korean stock certificates listed on a Korea securities market, cash and cash equivalents

Contract procedure

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