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Retirement Pension

Business overview

We will always be there to deliver happy future for our customers.
Korea Investment & Securities has always kept true to investment craftsmanship. We are now ready to guide our customers to a brighter future as a plan provider and nurture their valuable lives as an evangelist for happiness.
With us, you will have a dependable partner for your valuable Retirement Pension.
Reliable and dependable asset management partner, Korea Securities and Investment will provide security for your post-retirement life with long-term value investment.

Our Strength & Perspectives

Find a dependable partner for your valuable Retirement Pension.

- Reliable and dependable asset management partner, Korea Securities & Investment will provide security for your post-retirement life with
   long-term value investment.

KIS Retirement Pension Research Institute Vision

1. Be a retirement pension leader spearheading the growth of retirement pension market
2. Suggest effective investment strategy by educating investors from long-term perspective
3. Offer differentiated services to plan participants

Plan administration capability

1. Differentiated services with Record Keeping System KIPS (Korea Investment Pension System)
2 .Customer support system easy to access anytime, anywhere
3. Offer investment know-how of KIS, the big-name in asset management

Performance

Korea Investment & Securities makes headline with outstanding performance

Outperformed competition with annualized return of 12% on average in 2006, 2007!

Outstanding long term return for personal pension accounts

Excellent return of 191% in cumulative terms and 15% on annual average as a personal pension plan provider of blue-chip assets such as POSCO, MBC, KEPCO for 10 years (Ranked No.1 among all financial institutions for the same period)

No. 1 leader with outstanding consulting service and strategic portfolio management

Maintain asset portfolio customized to the risk appetite of companies and participants and deliver the higher return than competition.

Competitive level of fee and high-quality service

- KRW 1 billion or less: DC plan 0.76% (Bank average 0.9~1%)
- KRW 10 billion or less : DC plan 0.60%
* Sum of plan management and asset management fees, subject to change subsequently

Contact point

If you have any further queries about Retirement Pension, Please contact :

Livia Kim,
Assistant Manager / USCPA
82-2-3276-4482 (82-2-1588-8844)
pension@truefriend.com