Updated: July 2026, 1

■Introduction

On April 2026, 4, the Investment Trust Association of Japan and the Japan Investment Advisers Association merged.
A new general incorporated association, the Asset Management Association, will be launched.

Financial instruments business operators who are already members of the associationVarious notifications and internal arrangements must be made based on laws and regulations..

This website mainly explains matters that "financial services businesses that are already members of the association" should address in the future.

■Target audience (those affected)

The following people are expected to be affected by this merger:

If you are already a member of the Investment Trust Association or the Japan Investment Advisers Association,Basically, registered investment management companies and investment advisory and agency companiesHowever, this also includes gold dealers who are involved in other types of business (Type 1 and Type 2).

For gold dealers who also operate in other industries, the merger of the associations willThere may be cases where procedures need to be completed with affiliated associations that are not part of the merger.So be careful.

In addition, Self-regulation rules will also be renewedThis is the plan (although it doesn't appear there will be any major changes).

Please continue to keep a close eye on this, both existing members and those planning to join.

In addition, if you are currently or will be in the process of joining or planning to join either association,Depending on the time of joining, the application documents and procedures will be changed to those of the new association.You.

■ Matters that require action

Please watch the explanatory video below for specific action items and key points.

■ Corresponding points

Please adhere to the deadlines!

Several of the procedures required this time have deadlines.

The tightest schedule is for “④ Notification of changes to registration information (page 2).”

The registration application form (page 2) has a section for "Name of Financial Instruments Firms Association to Join."

If there are any changes to the contents of the registration application form (page 2),Within two weeks of the changeA change notification is required.

this time,The date of change = Association name change date is "April 2026, 4".
You must submit a change notification within two weeks of this date.

Please be aware that if you miss the deadline, you may be required to submit a "Statement of Reason for Delay" etc.

Be careful not to overlook anything!

The association name will appear on business manuals, websites, in-store notices, documents provided to customers, etc.
It may be listed in a variety of places.

For example, the name of the association may appear on the following items:
Please be careful not to allow your old association name to remain after April 2026, 4.

[Examples of items that may include the association name]

• Business card
• Company Profile/Brochure
• Account information for various company SNS
• Company regulations and manuals (compliance regulations, compliance manuals, etc.)
• Various promotional goods etc.

■ Our support content

We will provide comprehensive support for the various practical procedures that arise in your case when merging associations.

*The actual procedures that will be required will vary depending on the business operator.
　We will assist you with the procedures that will arise in your case, including: