Establishment of funded NISA

(1) About funded NISA

The maximum annual investment limit is 400,000 yen, the tax exemption period is 20 years, the investment period is Heisei 30 to Heisei era 49.
In the reserved NISA, investable products are limited to a certain public offering, etc. stock investment trust suitable for accumulated and diversified investment, and it is necessary to invest in a regular and continuous manner based on the contract.

Application start timing: Applicable for investment after January 1, Heisei 30.

(2) About current NISA

The maximum annual investment limit is 1.2 million yen (Heisei 20/27 year is 1 million yen), tax exemption period is 5 years, investable period is Heisei 20 to Heisei 35.
In current NISA, investable products are widely ranged from listed stocks, publicly-offered stock investment trusts, etc., and the method is also not particularly limited.

Application start timing: It is applied from investment after January 1, Heisei 20.