Announcement of Group Company’s Release

TOKYO, January 4, 2024 – Monex, Inc., a group company of Monex Group, Inc., issued thefollowing press release today.
Attachment: Monex, Inc. press release
AEON Bank and Monex begin offering financial brokerage services- New NISA campaign will begin to commemorate the partnership -Contact: Akiko Kato
Corporate Communications OfficeMonex Group, Inc.
+81-3-4323-8698
Yuki Nakano, Taishi Komori
Investor Relations, Financial Control Dept.
Monex Group, Inc.
+81-3-4323-8698
This material was made as a matter of record only and does not constitute an offer to sell or to solicit an offer to buy
securities in the U.S.

January 4, 2024
AEON Bank, Ltd.
Monex, Inc.

AEON Bank and Monex begin offering financial brokerage services- New NISA campaign will begin to commemorate the partnership -AEON Bank, Ltd. (headquarters: Chiyoda-ku, Tokyo; hereinafter, “AEON Bank”) and Monex, Inc. (headquarters:Minato-ku. Tokyo; hereinafter, “Monex”) are pleased to announce that we began offering financial products
brokerage services starting Thursday, January 4, 2024, in accordance with a comprehensive business partnershipin the financial instruments intermediary business.
Through financial brokerage business operations with Monex, AEON Bank will expand its offerings of mutual
funds from approximately 300 issues to 1,750, as well as waive commissions at the time of purchase. Moreover,
AEON Bank will begin handling equities and ETFs in addition to mutual funds to provide asset building services
that take maximum advantage of the new NISA program. Added to the products covered by the program, a variety
of other financial products will also be available for trading.
AEON Bank and Monex will provide high-quality asset building services to customers by leveraging the strengths
of both companies: AEON Bank's customer base and nationwide branch network, and Monex's advanced productdevelopment capabilities and product lineups.
■ Summary
AEON Bank will transfer all rights and obligations of its mutual fund custody accounts to Monex through acompany split (simplified absorption-type company split), and the two companies will jointly work to build theassets of both current and future AEON Bank customers.
Under a consignment agreement with Monex, AEON Bank will continue to sell mutual fund products and Monex
will execute customer transactions and manage customer accounts.
■ New services and functions(1) For all customers
Deposits and withdrawals between AEON Bank and Monex will be processed immediately with no handlingcharges. Online deposits from AEON Bank to Monex and online withdrawals from Monex to AEON Bank will beprocessed immediately with no handling charges.

(2) For customers using AEON Bank’s brokerage services

The following is available to customers who see the AEON Bank logo when they log into the Monex website.
A. Customers can withdraw funds from an AEON Bank account for spot purchases of mutual funds.
In addition to deposits in their Monex account, customer can select their AEON Bank regular account balance
to fund spot purchases of mutual funds, thereby facilitating smoother transactions.
B. AEON Bank’s online banking site’s single-sign-on* function.
Customers who log in to the AEON Bank online banking site can log in to the Monex site without reentering
their ID and password.
*Direct access to the transaction screen enhances security, reduces administrative work hours, and improves convenience.

C. Eligible transactions are applied to the AEON Bank My Stage score.*
Eligible Monex’s transactions (mutual fund balance, account transfer for automatic installment deposits into
mutual funds, NISA account opening) are applied to determine the AEON Bank My Stage score, making
AEON Bank accounts even more convenient and economical.
* This service automatically awards points for the AEON Bank My Stage score and offers customers benefits in accordance with the stage
reached.

■ Business alliance commemorative campaign
The following campaign will be held to commemorate the alliance between AEON Bank and Monex.
AEON Bank New NISA Start Campaign
Details

Up to 2,500 WAON points (worth 2,500 yen) awarded for eligible transactions

Eligibility

1) Newly open an AEON Bank financial products brokerage account or NISAaccount2) Deposit at least 20,000 yen in an AEON Bank regular accountTimeframe

Application period: Thursday, January 4, 2024, to Monday, March 4, 2024
Account opening deposit deadline: Sunday, March 31, 2024

For further details, please refer to the AEON Bank website, per below:▶ New NISA campaign to commemorate the partnership between AEON Bank and Monex
https://www.aeonbank.co.jp/campaign/investment/240104_01/?trcd=o900000001■ Outline of business operations to be split or taken overMonex’s business operations summary (as of January 4, 2024)
Number of accounts

2.55 million accounts

Mutual fund funds(total assets under custody)

JPY 1.5 trillion

To support customers in their stable asset building efforts, AEON Bank and Monex will work to maximize
synergies and expand service offerings, such as its periodic purchasing service for mutual fund using the AEON
card.