\n\u003Cp>特典①「NISA新規口座開設コース」はNISA口座を新規開設で1,000ポイント。特典②「一括投資コース」は期間中の投資信託申込金額が50万円以上で1,000ポイント、100万円以上で2,000ポイント。さらに、100万円以上申し込んだ場合は抽選で100人に5,000ポイントを贈る。特典③「積立投資コース」は新規契約の月額積立金額が1万円以上で500ポイント、3万円以上で1,000ポイント。特典④「インターネット活用コース」は「一括投資コース」または「積立投資コース」の特典対象となる顧客が対象取引のいずれかを「京信投信インターネットサービス」から申し込むことで500ポイント。各コースは併用可能で、特典付与は1人当たり各1回限り。\u003C/p>",[146,149,152,156,158,160,162,164,166,168,170,172,174,176,178,180,182,184,186,190,194,198,202,206,209,213,216,220],{"meta_id":147,"post_id":102,"meta_key":148,"meta_value":141},6968717,"subscription",{"meta_id":150,"post_id":102,"meta_key":151,"meta_value":110},6968718,"online_listing_flg",{"meta_id":153,"post_id":102,"meta_key":154,"meta_value":155},6968719,"public_datetime","2025/04/21 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米関税政策で不透明感、フォロー徹底 投信販売額、前年同期比38%減","奈良県内金融機関の2025年4~6月末の投信販売額は、前年同期比38.2%減の125億600万円だった。米トランプ政権の関税政策により市場環境の不透明感が増し顧客の投資マインドが低下、また「国内金利の上昇や海外金利の高止まりで、投信に限らず、お客さまの選択肢が増えた」(南都銀行資産コンサルティング部)のが要因。フォロー活動を徹底した。一方、25年6月末の投信預かり資産残高は、24年に始まった新しい少額投資非課税制度(新NISA)開始に伴う非課税枠の拡大で積立投信が堅調で、前年同月比216億9,200万円増(+9.4%)の2,526億300万円だった。\r\n\r\nリテラシー向上で顧客向けセミナー350回\r\n南都銀行は、21年度から「長期・分散・積立」を基本軸とした推進方針でコンサルティング営業を継続する。同行は「NISAを活用したコンサルティングの高度化」を徹底し、新NISAの成長投資枠では主に","%e5%a5%88%e8%89%af%e7%9c%8c%e3%80%80%e7%b1%b3%e9%96%a2%e7%a8%8e%e6%94%bf%e7%ad%96%e3%81%a7%e4%b8%8d%e9%80%8f%e6%98%8e%e6%84%9f%e3%80%81%e3%83%95%e3%82%a9%e3%83%ad%e3%83%bc%e5%be%b9%e5%ba%95%e3%80%80","2025-09-21T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-09.webp",{"src":233,"alt":110,"title":234},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-09.webp\" alt=\"\" title=\"toushin-fundland-09\">","toushin-fundland-09",[236],{"term_taxonomy_id":237,"taxonomy":116,"term":238},2777,{"term_id":237,"name":239,"slug":240,"term_group":9,"term_order":9},"投信営業最前線","frontline",[242,244,246],{"term_taxonomy_id":42,"taxonomy":19,"term":243},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":36,"taxonomy":19,"term":245},{"term_id":36,"name":34,"slug":35,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":247},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[249],{"term_taxonomy_id":10,"taxonomy":12,"term":250},{"term_id":10,"name":7,"slug":8,"term_group":9,"term_order":9},[],"3",{"id":254,"title":255,"summary":256,"slug":257,"published_at":258,"image_url":259,"thumbnail_data":260,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":263,"tags":266,"series":271,"back_number":274,"short_title":255,"post_type":140,"subscription":141,"is_show_feature_image":142,"paywall_character_count":143},327303,"京都北都信金、投信と預金の「未来設計」発売","京都北都信用金庫は9月1日から2026年3月31日まで、投資信託と定期預金を組み合わせた複合商品「未来設計」の取り扱いを開始した。投資信託と定期預金を同時に申し込むと、定期預金に特別金利を適用する。\r\nAプラン(資産運用・定期プラン)では、投資信託を一括で10万円以上購入すると、定期預金(3カ月もの)に年3.0%(税引後2.39055%)の金利が適用される。定期預金の最高預入額は投資信託購入額と同額まで。Bプラン(資産形成・定期プラン)では、月額5,000円以上の定時定額投資信託と同時に定期預金を申し込むと、定期預金(3カ月もの)に年2.5%(税引後1.992125%)の金利が適用される。定期預金は10万円以上300万円以内かつ投資信託毎月購入額の200倍まで。Cプラン(資産形成・定積プラン)では、月額5,000円以上の投資信託定時定額購入で定期積金(期間12カ月)に年1.0%(税引後0.","%e4%ba%ac%e9%83%bd%e5%8c%97%e9%83%bd%e4%bf%a1%e9%87%91%e3%80%81%e6%8a%95%e4%bf%a1%e3%81%a8%e9%a0%90%e9%87%91%e3%81%ae%e3%80%8c%e6%9c%aa%e6%9d%a5%e8%a8%ad%e8%a8%88%e3%80%8d%e7%99%ba%e5%a3%b2","2025-09-14T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-03.png",{"src":261,"alt":110,"title":262},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-03.png\" alt=\"\" title=\"toushin-news-03\">","toushin-news-03",[264],{"term_taxonomy_id":115,"taxonomy":116,"term":265},{"term_id":115,"name":118,"slug":119,"term_group":9,"term_order":9},[267,269],{"term_taxonomy_id":42,"taxonomy":19,"term":268},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":270},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[272],{"term_taxonomy_id":130,"taxonomy":12,"term":273},{"term_id":130,"name":132,"slug":133,"term_group":9,"term_order":9},[],{"id":276,"title":277,"summary":278,"slug":279,"published_at":280,"image_url":281,"thumbnail_data":282,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":285,"tags":286,"series":296,"back_number":297,"short_title":277,"post_type":298,"subscription":252,"is_show_feature_image":142,"paywall_character_count":299},308693,"姫路信金・フコクしんらい生命、共同寄付スキーム寄付金贈呈","姫路信用金庫(兵庫県)とフコクしんらい生命保険は6月20日、2024年度共同寄付スキームの寄付金を神戸市および姫路市に贈呈した。贈呈金額は姫路信金が31万円(神戸市)、フコクしんらい生命が31万円(姫路市)で、企業版ふるさと納税制度を活用して贈呈された。\n\n対象商品である「ハローキティの定期保険」、「ハローキティの医療保険」の販売件数に所定の寄付額単価を乗じた金額を公共性・公益性の高い団体・組織に、同信金・同社の双方が同額ずつ寄付するもの。","%e5%a7%ab%e8%b7%af%e4%bf%a1%e9%87%91%e3%83%bb%e3%83%95%e3%82%b3%e3%82%af%e3%81%97%e3%82%93%e3%82%89%e3%81%84%e7%94%9f%e5%91%bd%e3%80%81%e5%85%b1%e5%90%8c%e5%af%84%e4%bb%98%e3%82%b9%e3%82%ad%e3%83%bc","2025-07-20T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2024/04/12_E4BF9DE999BAE7AA93E8B2A9E68385E5A0B1_.webp",{"src":283,"alt":110,"title":284},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2024/04/12_E4BF9DE999BAE7AA93E8B2A9E68385E5A0B1_.webp\" alt=\"\" title=\"12_保険窓販情報_\">","12_保険窓販情報_",[],[287,289,294],{"term_taxonomy_id":42,"taxonomy":19,"term":288},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":290,"taxonomy":19,"term":291},2409,{"term_id":290,"name":292,"slug":293,"term_group":9,"term_order":9},"保険窓販","bancassurance",{"term_taxonomy_id":124,"taxonomy":19,"term":295},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[],[],"report","200",{"id":301,"title":302,"summary":303,"slug":304,"published_at":305,"image_url":306,"thumbnail_data":307,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":310,"tags":313,"series":318,"back_number":321,"short_title":302,"post_type":140,"subscription":141,"is_show_feature_image":142,"paywall_character_count":299},311357,"京都中央信金、NISA紹介で現金進呈","京都中央信用金庫は「アプリでNISA紹介キャンペーン」を実施している。エントリー期間とNISA開設受付期間は6月2日から10月31日、ファンド購入期間は6月2日から12月30日まで。\r\n同信金に口座を保有し、京都中信アプリの代表口座に登録(期間中に登録予定も含む)した顧客が友人などを紹介すると、紹介者に1,000円(最大3人、3,000円)、被紹介者には1,000円をプレゼントする。被紹介者は京都中信アプリでNISA口座を開設(期間中に開設予定を含む)と下記の対象取引を満たすことが条件。対象取引は投信インターネットサービスを利用し、NISA口座で①1回1銘柄50万円以上の投資信託を購入、または②投信積立1銘柄、毎月1万円以上を契約(振替完了)。期間中の全体の紹介件数の上限は3,000件とし、上限に達し次第早期終了する。","%e4%ba%ac%e9%83%bd%e4%b8%ad%e5%a4%ae%e4%bf%a1%e9%87%91%e3%80%81nisa%e7%b4%b9%e4%bb%8b%e3%81%a7%e7%8f%be%e9%87%91%e9%80%b2%e5%91%88","2025-06-15T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-17.png",{"src":308,"alt":110,"title":309},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-17.png\" alt=\"\" title=\"toushin-news-17\">","toushin-news-17",[311],{"term_taxonomy_id":115,"taxonomy":116,"term":312},{"term_id":115,"name":118,"slug":119,"term_group":9,"term_order":9},[314,316],{"term_taxonomy_id":42,"taxonomy":19,"term":315},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":317},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[319],{"term_taxonomy_id":130,"taxonomy":12,"term":320},{"term_id":130,"name":132,"slug":133,"term_group":9,"term_order":9},[],{"id":323,"title":324,"summary":325,"slug":326,"published_at":327,"image_url":328,"thumbnail_data":329,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":332,"tags":335,"series":342,"back_number":345,"short_title":324,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":299},311309,"滋賀県 投信販売姿勢の違い顕著に 預金獲得にも注力","滋賀県内金融機関の2025年3月末投資信託預かり資産残高は2,483億100万円で、前年同月末比127億5,700万円増加(+5.4%)した。しかし、米トランプ政権が相互関税政策を公表した25年2月以降は金融市場が大幅下落し、24年12月末比では139億5,700万円減少(▲5.3%)している。\r\nまた、滋賀県内は他府県からの進出金融機関との預金獲得競争が激化しており、県内金融機関の預金量に影響が出始めている。各金融機関の投資信託の販売推進ならびに預金獲得姿勢に違いが出ている。\r\n\r\n \r\n新人向けキャンペーンに初の投信積立\r\n滋賀銀行の24年4月~25年3月の投信販売実績は703億1,700万円で、前年同期比32億6,500万円増加した。また、23年度に続いて24年度も少額投資非課税制度(NISA)を推進。24年4月~25年3月の新規NISA獲得口座数は4,019口座で、25年","%e6%bb%8b%e8%b3%80%e7%9c%8c%e3%80%80%e6%8a%95%e4%bf%a1%e8%b2%a9%e5%a3%b2%e5%a7%bf%e5%8b%a2%e3%81%ae%e9%81%95%e3%81%84%e9%a1%95%e8%91%97%e3%81%ab%e3%80%80%e9%a0%90%e9%87%91%e7%8d%b2%e5%be%97%e3%81%ab","2025-06-01T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-11.webp",{"src":330,"alt":110,"title":331},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-11.webp\" alt=\"\" title=\"toushin-fundland-11\">","toushin-fundland-11",[333],{"term_taxonomy_id":237,"taxonomy":116,"term":334},{"term_id":237,"name":239,"slug":240,"term_group":9,"term_order":9},[336,338,340],{"term_taxonomy_id":42,"taxonomy":19,"term":337},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":36,"taxonomy":19,"term":339},{"term_id":36,"name":34,"slug":35,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":341},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[343],{"term_taxonomy_id":10,"taxonomy":12,"term":344},{"term_id":10,"name":7,"slug":8,"term_group":9,"term_order":9},[],{"id":347,"title":348,"summary":349,"slug":350,"published_at":351,"image_url":352,"thumbnail_data":353,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":356,"tags":359,"series":366,"back_number":369,"short_title":348,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":143},27195,"兵庫県 投信残高、前年比24%伸長 新NISAが寄与","兵庫県内地域金融機関の2024年12月末の投資信託預かり資産残高は4,487億3,100万円で、前年同月末比882億9,500万円増加(+24.5%)した。24年1月から拡充した新しい少額投資非課税制度(新NISA)に対応し、新規口座獲得などに積極的に取り組んだ。\r\n\r\n販売額、前年同期比58%増加\r\n但馬銀行の24年4~12月の投信販売実績は123億2,000万円で、前年同期比45億3,600万円増加。増加率は58.3%と大きく伸ばした。24年12月末の投信預かり資産残高は503億6,600万円で、前年同月末比80億7,000万円増加(+19.1%)した。\r\n24年10~12月の売れ筋ファンドは、「インベスコ世界厳選株式オープン〈ヘッジなし〉(毎月決算型)(愛称:世界のベスト)」(インベスコ)、「米国株式インデックス(S&P500)」(大和)、「ひふみワールド+」(レオス)。24","%e5%85%b5%e5%ba%ab%e7%9c%8c%e3%80%80%e6%8a%95%e4%bf%a1%e6%ae%8b%e9%ab%98%e3%80%81%e5%89%8d%e5%b9%b4%e6%af%9424%ef%bc%85%e4%bc%b8%e9%95%b7%e3%80%80%e6%96%b0nisa%e3%81%8c%e5%af%84%e4%b8%8e","2025-05-11T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-08.webp",{"src":354,"alt":110,"title":355},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-08.webp\" alt=\"\" title=\"toushin-fundland-08\">","toushin-fundland-08",[357],{"term_taxonomy_id":237,"taxonomy":116,"term":358},{"term_id":237,"name":239,"slug":240,"term_group":9,"term_order":9},[360,362,364],{"term_taxonomy_id":42,"taxonomy":19,"term":361},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":36,"taxonomy":19,"term":363},{"term_id":36,"name":34,"slug":35,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":365},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[367],{"term_taxonomy_id":10,"taxonomy":12,"term":368},{"term_id":10,"name":7,"slug":8,"term_group":9,"term_order":9},[],{"id":371,"title":372,"summary":373,"slug":374,"published_at":375,"image_url":376,"thumbnail_data":377,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":380,"tags":383,"series":393,"back_number":396,"short_title":372,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":143},27170,"相談・困った時の“引き出し”増やす 大阪信用金庫 今里支店 爲國祐香さん","大阪信用金庫今里支店で投資信託アドバイザー(TA)チーフを務める爲國祐香主任は、2024年度下期に投信販売額で初の全店1位を獲得した。投信販売の苦手意識を克服し、顧客からの感謝の言葉を力に変えている。リスク説明のポイントやファンづくりについて聞いた。\r\n――これまでの経歴と現在の仕事は。\r\n入庫6年目の23年10月に今里支店で、TAチーフになりました。当金庫では、TAも窓口係を兼務しており、窓口でお客さまに声掛けしたり、他の職員や渉外担当からのトスアップを受けて提案します。また、当金庫では顧客への投信の説明、契約はTAがすることになっており、主に私が説明、受付・契約を担っています。\r\n――2024年度下期(24年10月~25年3月)に全店のTAで1位になりました。\r\n下期は2億600万円を販売し、初めて全店1位になりました。24年度は1年で3億2,500万円を販売しました。当店は、大阪市生","%e7%9b%b8%e8%ab%87%e3%83%bb%e5%9b%b0%e3%81%a3%e3%81%9f%e6%99%82%e3%81%ae%e5%bc%95%e3%81%8d%e5%87%ba%e3%81%97%e5%a2%97%e3%82%84%e3%81%99%e3%80%80%e5%a4%a7%e9%98%aa%e4%bf%a1%e7%94%a8","2025-04-27T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-performer-20.png",{"src":378,"alt":110,"title":379},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-performer-20.png\" alt=\"\" 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\r\n\r\n三井住友海上プライマリー生命保険の「あしたも充実2(生存保障重視型平準払個人年金保険(利 率変動型〉)」は外貨建ての定額年金保険。 同商 品は、毎月払い込む定額の保険料円払込金額を所 定の為替レートで契約通貨に換算、その外貨建て の保険料を毎月更改される積立利率で運用する。 \r\n\r\n契約通貨は米ドルまたは豪ドル。 また、年金支払開始日前の死亡保障や解約返戻金を低く抑えるこ とで、将来の年金原資を大きくすることや、契約 時に保険料払込期間と保険料払込期間満了から年 金支払開始日までの期間 (据置期間)を設定できる。 \r\n\r\n年金の受取方法は確定年金、年金総額保証付 終身年金、保証期間付終身年金の中から選択でき、 年金での受け取りに代えて、一括での受け取りも 選べる。 \r\n\r\nアフラック生命保険の「資産形成と保障の","%e4%ba%ac%e9%83%bd%e5%8c%97%e9%83%bd%e4%bf%a1%e9%87%91%e3%80%812%e5%95%86%e5%93%81%e6%96%b0%e8%a6%8f%e5%8f%96%e3%82%8a%e6%89%b1%e3%81%84%e9%96%8b%e5%a7%8b","2025-03-09T19:50:00.000000Z",{"src":283,"alt":110,"title":284},[],[406,408,410],{"term_taxonomy_id":42,"taxonomy":19,"term":407},{"term_id":42,"name":40,"slug":41,"term_group":9,"term_order":9},{"term_taxonomy_id":290,"taxonomy":19,"term":409},{"term_id":290,"name":292,"slug":293,"term_group":9,"term_order":9},{"term_taxonomy_id":124,"taxonomy":19,"term":411},{"term_id":124,"name":126,"slug":127,"term_group":9,"term_order":9},[],[],[415,416],{"value":98,"type":6},{"value":100,"type":14},["Reactive",418],{},["Set"],["ShallowReactive",421],{"$fi4UuyhEnCV3Li5lQrFIkqNXS-zUPhCG-F6-tTndoWQI":-1,"$fo6W6oSt7V3_cx0VdHWPTTcUTB2Ffkcr9oFKFaAXFOV8":-1,"$fzHL8cRgyC3OZHoJ4H7dqOCeQpgBbbm8NkFWhW4NpWTY":-1,"$f4WieTakYpwghDZKEhFdgQBgXJ-VXFqJOacUFvBdlgOI":-1,"$fSFZgK7Ck6F5jqB2K4S2-1TlmY9BqzPNYstJCgjv_Pw4":-1,"$ftYq0s9zup3Ak1nCQYdwI0oQ1jg0WpwTlAZdsLOAuvrM":-1},"/article/311107",{"user":424,"navigation":427},{"user":425,"isLoggedIn":426},{},false,{"mainNavItems":428,"subNavItems":447,"currentActiveType":110,"currentActiveLabel":110,"isUpdating":426,"searchKeyword":110},[429,432,435,438,441,444],{"label":430,"href":431,"active":426,"type":298,"hasIcon":426},"決算関連資料","settlement",{"label":433,"href":434,"active":426,"type":298,"hasIcon":426},"保険・国債関連資料","asset-management",{"label":436,"href":437,"active":426,"type":298,"hasIcon":426},"キャンペーン等実施状況","campaign",{"label":439,"href":440,"active":426,"type":298,"hasIcon":426},"連載・寄稿・インタビュー","column",{"label":442,"href":443,"active":426,"type":298,"hasIcon":426},"金利・手数料・その他","rate",{"label":445,"href":446,"active":426,"type":298,"isExternal":142,"hasIcon":142},"誌面ビューアー","report_viewer_magazine",[448,451,452,455,456,458],{"label":449,"href":450,"active":426,"type":140,"hasIcon":426},"調査","research",{"label":239,"href":240,"active":426,"type":140,"hasIcon":426},{"label":453,"href":454,"active":426,"type":140,"hasIcon":426},"企画・インタビュー","interview",{"label":118,"href":119,"active":426,"type":140,"hasIcon":426},{"label":457,"href":440,"active":426,"type":140,"hasIcon":426},"連載・寄稿",{"label":445,"href":459,"active":426,"type":140,"isExternal":142,"hasIcon":142},"toushin_viewer_magazine"]