{"id":4771,"date":"2026-09-02T12:00:30","date_gmt":"2026-09-02T03:00:30","guid":{"rendered":"https:\/\/credi-tech.co.jp\/article\/?p=4771"},"modified":"2026-09-02T17:32:09","modified_gmt":"2026-09-02T08:32:09","slug":"%e3%80%90%e6%b5%b7%e5%a4%96%e7%a9%8d%e7%ab%8b%e6%af%94%e8%bc%83%e3%81%ae%e6%b1%ba%e5%ae%9a%e7%89%88%e3%80%91%e3%82%aa%e3%83%95%e3%82%b7%e3%83%a7%e3%82%a2%e6%8a%95%e8%b3%87%e3%83%bbifa%e3%81%8b","status":"publish","type":"post","link":"https:\/\/credi-tech.co.jp\/article\/investment\/4771\/","title":{"rendered":"\u6d77\u5916\u7a4d\u7acb\u6295\u8cc7\u3068\u306f\uff1fDominion\u30fbRL360\u30fbInvestors Trust\u3092\u5fb9\u5e95\u6bd4\u8f03"},"content":{"rendered":"<p>\u6d77\u5916\u3067\u306e\u8cc7\u7523\u5f62\u6210\u3092\u691c\u8a0e\u3059\u308b\u3068\u3001\u300c\u6d77\u5916\u7a4d\u7acb\u300d\u3084\u300c\u30aa\u30d5\u30b7\u30e7\u30a2\u6295\u8cc7\u300d\u3068\u3044\u3046\u8a00\u8449\u3092\u8033\u306b\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u306b\u6d77\u5916IFA\u3092\u901a\u3058\u3066\u6848\u5185\u3055\u308c\u308b\u3053\u3068\u304c\u591a\u3044\u306e\u304c\u3001\u6d77\u5916\u306e\u91d1\u878d\u6a5f\u95a2\u3084\u4fdd\u967a\u4f1a\u793e\u3001\u6295\u8cc7\u4f1a\u793e\u306a\u3069\u304c\u63d0\u4f9b\u3059\u308b\u9577\u671f\u7a4d\u7acb\u578b\u306e\u5546\u54c1\u3067\u3059\u3002<\/p>\n<p>\u4ee3\u8868\u7684\u306a\u4e8b\u696d\u8005\u3068\u3057\u3066\u3001Dominion Capital Strategies\u3001RL360\u3001Investors Trust\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u6d77\u5916\u7a4d\u7acb\u306f\u5358\u7d14\u306b\u300c\u3069\u306e\u4f1a\u793e\u304c\u4e00\u756a\u3088\u3044\u304b\u300d\u3060\u3051\u3067\u5224\u65ad\u3067\u304d\u308b\u5546\u54c1\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u3060\u3051\u3067\u306a\u304f\u3001<strong>\u6295\u8cc7\u671f\u9593\u3001\u624b\u6570\u6599\u3001\u9014\u4e2d\u89e3\u7d04\u3084\u5f15\u51fa\u3057\u306e\u6761\u4ef6\u3001\u6295\u8cc7\u5bfe\u8c61\u3001IFA\u306e\u30b5\u30dd\u30fc\u30c8\u4f53\u5236\u3001\u305d\u3057\u3066\u6295\u8cc7\u5bb6\u304c\u5c45\u4f4f\u3059\u308b\u56fd\u306e\u91d1\u878d\u898f\u5236\u3084\u7a0e\u5236<\/strong>\u307e\u3067\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u7279\u306b\u65e5\u672c\u5c45\u4f4f\u8005\u306b\u3064\u3044\u3066\u306f\u30012026\u5e745\u6708\u306b\u65e5\u672c\u306e\u91d1\u878d\u5f53\u5c40\u304cRL360 Insurance Company Limited\u306b\u5bfe\u3057\u3066\u3001\u7121\u767b\u9332\u3067\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u696d\u3092\u884c\u3063\u3066\u3044\u305f\u3068\u3057\u3066\u8b66\u544a\u3092\u884c\u3044\u307e\u3057\u305f\u3002\u6d77\u5916\u7a4d\u7acb\u5546\u54c1\u3092\u53d6\u308a\u5dfb\u304f\u74b0\u5883\u306f\u4ee5\u524d\u3068\u306f\u5909\u5316\u3057\u3066\u304a\u308a\u3001\u300c\u6d77\u5916\u306e\u5546\u54c1\u3060\u304b\u3089\u81ea\u7531\u306b\u8cfc\u5165\u3067\u304d\u308b\u300d\u3068\u8003\u3048\u308b\u306e\u306f\u9069\u5207\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u6d77\u5916\u7a4d\u7acb\u306e\u57fa\u672c\u7684\u306a\u4ed5\u7d44\u307f\u3092\u6574\u7406\u3057\u305f\u3046\u3048\u3067\u3001Dominion\u3001RL360\u3001Investors Trust\u306e\u7279\u5fb4\u3068\u6ce8\u610f\u70b9\u3092\u6bd4\u8f03\u3057\u307e\u3059\u3002<\/p>\n<h2>\u6d77\u5916\u7a4d\u7acb\u6295\u8cc7\u3068\u306f\uff1f<\/h2>\n<p>\u6d77\u5916\u7a4d\u7acb\u3068\u306f\u3001\u6d77\u5916\u306e\u91d1\u878d\u6a5f\u95a2\u3084\u4fdd\u967a\u4f1a\u793e\u3001\u6295\u8cc7\u4f1a\u793e\u306a\u3069\u304c\u63d0\u4f9b\u3059\u308b\u5546\u54c1\u3092\u5229\u7528\u3057\u3001\u6bce\u6708\u306a\u3069\u4e00\u5b9a\u306e\u983b\u5ea6\u3067\u8cc7\u91d1\u3092\u62e0\u51fa\u3057\u306a\u304c\u3089\u3001\u4e2d\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u884c\u3046\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n<p>\u65e5\u672c\u306e\u6295\u8cc7\u4fe1\u8a17\u306e\u7a4d\u7acb\u3084iDeCo\u306a\u3069\u3068\u300c\u5b9a\u671f\u7684\u306b\u6295\u8cc7\u3059\u308b\u300d\u3068\u3044\u3046\u70b9\u3067\u306f\u4f3c\u3066\u3044\u307e\u3059\u304c\u3001\u5546\u54c1\u306b\u3088\u3063\u3066\u306f\u5951\u7d04\u671f\u9593\u304c10\u5e74\u300115\u5e74\u300120\u5e74\u4ee5\u4e0a\u3068\u9577\u304f\u8a2d\u5b9a\u3055\u308c\u3001\u9014\u4e2d\u89e3\u7d04\u6642\u306b\u5927\u304d\u306a\u30b3\u30b9\u30c8\u304c\u767a\u751f\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u8907\u6570\u901a\u8ca8\u3092\u9078\u629e\u3067\u304d\u305f\u308a\u3001\u6d77\u5916\u306e\u591a\u6570\u306e\u30d5\u30a1\u30f3\u30c9\u3078\u30a2\u30af\u30bb\u30b9\u3067\u304d\u305f\u308a\u3059\u308b\u5546\u54c1\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u70b9\u306f\u3001\u8907\u6570\u306e\u56fd\u3067\u751f\u6d3b\u3059\u308b\u4eba\u3084\u3001\u5c06\u6765\u7684\u306a\u6d77\u5916\u79fb\u4f4f\u3001\u5b50\u3069\u3082\u306e\u6d77\u5916\u6559\u80b2\u3001\u5916\u8ca8\u3067\u306e\u8cc7\u7523\u5f62\u6210\u306a\u3069\u3092\u8003\u3048\u3066\u3044\u308b\u4eba\u306b\u3068\u3063\u3066\u30e1\u30ea\u30c3\u30c8\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u300c\u6d77\u5916\u3060\u304b\u3089\u7a0e\u91d1\u304c\u304b\u304b\u3089\u306a\u3044\u300d\u300c\u30bf\u30c3\u30af\u30b9\u30d8\u30a4\u30d6\u30f3\u306e\u5546\u54c1\u3060\u304b\u3089\u975e\u8ab2\u7a0e\u300d\u3068\u8003\u3048\u308b\u306e\u306f\u8aa4\u308a\u3067\u3059\u3002<\/p>\n<p>\u5546\u54c1\u306e\u63d0\u4f9b\u4f1a\u793e\u304cGuernsey\u3001Isle of Man\u3001Cayman Islands\u306a\u3069\u306b\u6240\u5728\u3057\u3066\u3044\u305f\u3068\u3057\u3066\u3082\u3001<strong>\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u5074\u306e\u7a0e\u5236\u3068\u3001\u6295\u8cc7\u5bb6\u672c\u4eba\u306b\u5bfe\u3059\u308b\u8ab2\u7a0e\u306f\u5225\u306e\u554f\u984c<\/strong>\u3067\u3059\u3002\u65e5\u672c\u5c45\u4f4f\u8005\u3067\u3042\u308c\u3070\u3001\u65e5\u672c\u306e\u7a0e\u6cd5\u306b\u57fa\u3065\u304f\u6240\u5f97\u7a0e\u3084\u7533\u544a\u7fa9\u52d9\u306a\u3069\u3092\u5225\u9014\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3>\u6d77\u5916IFA\u3068\u306f\uff1f<\/h3>\n<p>\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u3001\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u304b\u3089\u76f4\u63a5\u8cfc\u5165\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/5446\/\">IFA\uff08Independent Financial Advisor\uff09<\/a>\u3092\u901a\u3058\u3066\u5951\u7d04\u3059\u308b\u30b1\u30fc\u30b9\u304c\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>IFA\u3068\u306fIndependent Financial Advisor\u306e\u7565\u79f0\u3067\u3001\u7279\u5b9a\u306e\u91d1\u878d\u6a5f\u95a2\u3060\u3051\u306b\u4f9d\u5b58\u305b\u305a\u3001\u9867\u5ba2\u306e\u8cc7\u7523\u5f62\u6210\u306b\u3064\u3044\u3066\u91d1\u878d\u5546\u54c1\u3084\u904b\u7528\u65b9\u6cd5\u306a\u3069\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u884c\u3046\u5c02\u9580\u5bb6\u3092\u6307\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u3053\u3067\u6ce8\u610f\u3057\u305f\u3044\u306e\u306f\u3001\u65e5\u672c\u3067\u4e00\u822c\u7684\u306b\u4f7f\u308f\u308c\u308b\u300cIFA\u300d\u3068\u3001\u6d77\u5916\u91d1\u878d\u5546\u54c1\u3092\u7d39\u4ecb\u3059\u308b\u6d77\u5916IFA\u304c\u5fc5\u305a\u3057\u3082\u540c\u3058\u5236\u5ea6\u3067\u306f\u306a\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>IFA\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u3084\u898f\u5236\u306f\u56fd\u30fb\u5730\u57df\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u3001\u5546\u54c1\u305d\u306e\u3082\u306e\u3060\u3051\u3067\u306a\u304f\u3001<strong>\u300c\u8ab0\u304b\u3089\u5951\u7d04\u3059\u308b\u306e\u304b\u300d\u3082\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n<p>\u540c\u3058\u5546\u54c1\u3067\u3042\u3063\u3066\u3082\u3001IFA\u304c\u8a2d\u5b9a\u3059\u308bAdviser Fee\u3084\u904b\u7528\u30b5\u30dd\u30fc\u30c8\u306e\u5185\u5bb9\u306b\u3088\u3063\u3066\u3001\u5b9f\u969b\u306e\u30b3\u30b9\u30c8\u3084\u30b5\u30fc\u30d3\u30b9\u5185\u5bb9\u304c\u5909\u308f\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2>Dominion Capital Strategies\u306e\u7279\u5fb4<\/h2>\n<p>Dominion Capital Strategies\u306f\u3001Guernsey\u3092\u62e0\u70b9\u3068\u3059\u308b\u56fd\u969b\u7684\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u3067\u3059\u3002Dominion Capital Strategies Limited\u306fGuernsey Financial Services Commission\uff08GFSC\uff09\u306e\u898f\u5236\u30fb\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2004\u5e74\u306b\u8a2d\u7acb\u3055\u308c\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u76ee\u7684\u3068\u3057\u305f\u7a4d\u7acb\u30d7\u30ed\u30b0\u30e9\u30e0\u3084\u6295\u8cc7\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5682\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/Dominion.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/Dominion.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/Dominion-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/Dominion-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/Dominion-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>\n<p>Dominion\u306e\u7279\u5fb4\u306f\u3001\u9577\u671f\u7a4d\u7acb\u3060\u3051\u306b\u56fa\u5b9a\u3055\u308c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u8907\u6570\u306e\u904b\u7528Strategy\u3084\u30d5\u30a1\u30f3\u30c9\u3092\u5229\u7528\u3057\u306a\u304c\u3089\u8cc7\u7523\u5f62\u6210\u3092\u884c\u3048\u308b\u70b9\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Savings Strategy\u3067\u306f\u6708\u984dUSD250\u304b\u3089\u7a4d\u7acb\u3092\u59cb\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8907\u6570\u901a\u8ca8\u3084350\u4ee5\u4e0a\u306e\u30d5\u30a1\u30f3\u30c9\u3078\u306e\u30a2\u30af\u30bb\u30b9\u306a\u3069\u3001\u56fd\u969b\u7684\u306a\u5206\u6563\u6295\u8cc7\u3092\u884c\u3046\u305f\u3081\u306e\u9078\u629e\u80a2\u304c\u7528\u610f\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u7a4d\u7acb\u984d\u306e\u5909\u66f4\u3084\u4e00\u6642\u505c\u6b62\u3001\u4e00\u90e8\u5f15\u51fa\u3057\u3001\u89e3\u7d04\u306a\u3069\u306b\u3082\u4e00\u5b9a\u306e\u6761\u4ef6\u306e\u3082\u3068\u3067\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u3001\u300c\u3044\u3064\u3067\u3082\u81ea\u7531\u306b\u89e3\u7d04\u3057\u3066\u5143\u672c\u304c\u623b\u308b\u300d\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u65e9\u671fRedemption\u3092\u884c\u3063\u305f\u5834\u5408\u306b\u306f\u3001\u6295\u8cc7\u3057\u305f\u7dcf\u984d\u3092\u4e0b\u56de\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3>Dominion\u3067\u6ce8\u610f\u3057\u305f\u3044Reverse Solicitation<\/h3>\n<p>Dominion\u306b\u3064\u3044\u3066\u78ba\u8a8d\u3057\u3066\u304a\u304d\u305f\u3044\u306e\u304c\u3001Reverse Solicitation\u3067\u3059\u3002<\/p>\n<p>Dominion\u306f\u5546\u54c1\u30fb\u30b5\u30fc\u30d3\u30b9\u306b\u3064\u3044\u3066\u3001Independent Financial Advisers\u3092\u901a\u3058\u3001Reverse Solicitation Basis\u3067\u63d0\u4f9b\u3059\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Reverse Solicitation\u3068\u306f\u3001\u4e00\u822c\u7684\u306b\u306f\u91d1\u878d\u4f1a\u793e\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5074\u304b\u3089\u7a4d\u6975\u7684\u306b\u52e7\u8a98\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u9867\u5ba2\u5074\u304b\u3089\u81ea\u767a\u7684\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u6c42\u3081\u305f\u3053\u3068\u3092\u524d\u63d0\u3068\u3057\u3066\u53d6\u5f15\u3059\u308b\u8003\u3048\u65b9\u3067\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u65e5\u672c\u5c45\u4f4f\u8005\u304cDominion\u3092\u691c\u8a0e\u3059\u308b\u5834\u5408\u306b\u3082\u3001\u300c\u65e5\u672c\u4eba\u306a\u3089\u8ab0\u3067\u3082IFA\u304b\u3089\u52e7\u8a98\u3092\u53d7\u3051\u3066\u5951\u7d04\u3067\u304d\u308b\u300d\u3068\u5358\u7d14\u306b\u8003\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u5c45\u4f4f\u56fd\u306e\u91d1\u878d\u898f\u5236\u3084\u6700\u65b0\u306e\u53d7\u4ed8\u6761\u4ef6\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2>RL360\u306e\u7279\u5fb4\u3068\u65e5\u672c\u5c45\u4f4f\u8005\u304c\u6ce8\u610f\u3059\u3079\u304d\u70b9<\/h2>\n<p>RL360\u306fIsle of Man\uff08\u30de\u30f3\u5cf6\uff09\u3092\u62e0\u70b9\u3068\u3059\u308b\u56fd\u969b\u7684\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u3067\u3059\u3002\u73fe\u5728\u306fInternational Financial Group Limited\uff08IFGL\uff09\u5098\u4e0b\u3067\u3001Isle of Man Financial Services Authority\uff08FSA\uff09\u306e\u898f\u5236\u4e0b\u3067\u4e8b\u696d\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u73fe\u5728\u306eRL360\u306b\u3064\u306a\u304c\u308b\u524d\u8eab\u4f1a\u793e\u306f1990\u5e74\u4ee3\u306b\u8a2d\u7acb\u3055\u308c\u30012008\u5e74\u306bRoyal London 360\u00b0\u3068\u3057\u3066\u7d71\u5408\u30012013\u5e74\u306eManagement Buyout\u3092\u7d4c\u3066\u73fe\u5728\u306e\u4f53\u5236\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5685\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/RL360.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/RL360.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/RL360-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/RL360-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/RL360-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<p>\u4ee3\u8868\u7684\u306a\u5546\u54c1\u3067\u3042\u308bRegular Savings Plan\uff08RSP\uff09\u306f\u3001\u4e2d\u9577\u671f\u3067\u7a4d\u7acb\u6295\u8cc7\u3092\u884c\u3046\u305f\u3081\u306e\u5546\u54c1\u3067\u3059\u3002<\/p>\n<p>International\u5411\u3051RSP\u3067\u306f\u6708\u984dUSD280\u304b\u3089\u7a4d\u7acb\u53ef\u80fd\u3067\u3001\u6700\u4f4e\u7a4d\u7acb\u671f\u9593\u306f5\u5e74\u30027\u901a\u8ca8\u306b\u5bfe\u5fdc\u3057\u3001350\u3092\u8d85\u3048\u308b\u30d5\u30a1\u30f3\u30c9\u304b\u3089\u6295\u8cc7\u5148\u3092\u9078\u629e\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u7a4d\u7acb\u984d\u306e\u5909\u66f4\u3001Payment Holiday\u3001\u30d5\u30a1\u30f3\u30c9\u5909\u66f4\u3001\u8ffd\u52a0\u62e0\u51fa\u306a\u3069\u306b\u3082\u4e00\u5b9a\u306e\u6761\u4ef6\u306e\u3082\u3068\u3067\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u9577\u671f\u7a4d\u7acb\u5546\u54c1\u3068\u3057\u3066\u4e00\u5b9a\u306e\u67d4\u8edf\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3>2026\u5e745\u6708\u3001\u65e5\u672c\u306e\u91d1\u878d\u5f53\u5c40\u304cRL360\u3078\u8b66\u544a<\/h3>\n<p>\u65e5\u672c\u5c45\u4f4f\u8005\u306b\u3064\u3044\u3066\u306f\u30012026\u5e74\u306b\u5927\u304d\u306a\u74b0\u5883\u5909\u5316\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>2026\u5e745\u670815\u65e5\u3001\u65e5\u672c\u306e\u91d1\u878d\u5f53\u5c40\u306fRL360 Insurance Company Limited\u306b\u3064\u3044\u3066\u3001<strong>\u7121\u767b\u9332\u3067\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u696d\u3092\u884c\u3063\u3066\u3044\u305f\u3068\u3057\u3066\u8b66\u544a<\/strong>\u3092\u884c\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>RL360\u306eRegular Savings Plan\u7b49\u306b\u3064\u3044\u3066\u3001\u65e5\u672c\u56fd\u5185\u5c45\u4f4f\u8005\u304b\u3089\u62e0\u51fa\u3055\u308c\u305f\u8cc7\u91d1\u3092\u4e3b\u3068\u3057\u3066\u6709\u4fa1\u8a3c\u5238\u7b49\u3078\u6295\u8cc7\u904b\u7528\u3059\u308b\u4ed5\u7d44\u307f\u3067\u3042\u308a\u3001\u65e5\u672c\u306e\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u6cd5\u4e0a\u5fc5\u8981\u3068\u306a\u308b\u767b\u9332\u3092RL360\u304c\u53d7\u3051\u3066\u3044\u306a\u3044\u3053\u3068\u304c\u554f\u984c\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u5f8c\u3001IFA\u696d\u754c\u3067\u306f2026\u5e746\u67081\u65e5\u4ee5\u964d\u3001\u65e5\u672c\u5c45\u4f4f\u8005\u5411\u3051\u65b0\u898f\u5951\u7d04\u306e\u53d7\u4ed8\u304c\u505c\u6b62\u3055\u308c\u305f\u3068\u306e\u60c5\u5831\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001RL360\u516c\u5f0f\u306e\u4e00\u822c\u5411\u3051\u30da\u30fc\u30b8\u3067\u306f\u3001\u65e5\u672c\u5c45\u4f4f\u8005\u5411\u3051\u65b0\u898f\u53d7\u4ed8\u505c\u6b62\u306b\u3064\u3044\u3066\u660e\u793a\u3057\u305f\u4e00\u822c\u5411\u3051\u544a\u77e5\u307e\u3067\u306f\u78ba\u8a8d\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001<strong>\u65e5\u672c\u5c45\u4f4f\u8005\u304cRL360\u3092\u65b0\u898f\u5951\u7d04\u3067\u304d\u308b\u304b\u306b\u3064\u3044\u3066\u306f\u3001RL360\u304a\u3088\u3073\u9069\u5207\u306a\u8cc7\u683c\u3092\u6301\u3064IFA\u3078\u6700\u65b0\u306e\u53d7\u4ed8\u72b6\u6cc1\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/strong><\/p>\n<p>\u306a\u304a\u3001\u65b0\u898f\u5951\u7d04\u306e\u53d7\u4ed8\u3068\u65e2\u5b58\u5951\u7d04\u306e\u7d99\u7d9a\u306f\u5225\u306e\u554f\u984c\u3067\u3059\u3002\u3059\u3067\u306bRL360\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u5834\u5408\u306b\u306f\u3001\u81ea\u8eab\u306e\u5951\u7d04\u5185\u5bb9\u3084IFA\u3092\u901a\u3058\u3066\u4eca\u5f8c\u306e\u53d6\u6271\u3044\u3092\u500b\u5225\u306b\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3>\u30de\u30f3\u5cf6\u306e\u300c\u6700\u592790\uff05\u88dc\u511f\u300d\u306f\u5143\u672c\u4fdd\u8a3c\u3067\u306f\u306a\u3044<\/h3>\n<p>RL360\u306b\u3064\u3044\u3066\u3001\u300c\u30de\u30f3\u5cf6\u3060\u304b\u3089\u8cc7\u7523\u306e90\uff05\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u300d\u3068\u8aac\u660e\u3055\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u6b63\u78ba\u306b\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>RL360\u306fIsle of Man\u306ePolicyholders\u2019 Compensation Scheme\u306e\u5bfe\u8c61\u3068\u306a\u3063\u3066\u304a\u308a\u3001RL360\u81ea\u4f53\u304c\u50b5\u52d9\u3092\u5c65\u884c\u3067\u304d\u306a\u304f\u306a\u3063\u305f\u5834\u5408\u3001\u5236\u5ea6\u306e\u6761\u4ef6\u306b\u5f93\u3063\u3066\u5951\u7d04\u4e0a\u306e\u8ca0\u50b5\u984d\u306e\u6700\u592790\uff05\u76f8\u5f53\u304c\u88dc\u511f\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u6295\u8cc7\u3057\u305f\u30d5\u30a1\u30f3\u30c9\u306e\u4fa1\u683c\u304c\u4e0b\u843d\u3057\u305f\u5834\u5408\u306b\u3001\u305d\u306e\u640d\u5931\u306e90\uff05\u3092\u88dc\u586b\u3059\u308b\u5236\u5ea6\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001<strong>\u300cRL360\u306a\u3089\u6295\u8cc7\u5143\u672c\u306e90\uff05\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u300d\u3068\u3044\u3046\u8aac\u660e\u306f\u6b63\u78ba\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong><\/p>\n<h2>Investors Trust\u306e\u7279\u5fb4<\/h2>\n<p>Investors Trust\u306f2002\u5e74\u306b\u8a2d\u7acb\u3055\u308c\u305f\u3001Cayman Islands\u3092\u62e0\u70b9\u3068\u3059\u308b\u56fd\u969b\u7684\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f1a\u793e\u3067\u3059\u3002<\/p>\n<p>\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u9023\u52d5\u578b\u5546\u54c1\u3084\u9577\u671f\u7a4d\u7acb\u5546\u54c1\u306a\u3069\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u65e5\u672c\u4eba\u6295\u8cc7\u5bb6\u306e\u9593\u3067\u306fPrincipal Protection\u306e\u4ed5\u7d44\u307f\u3092\u5099\u3048\u305f\u5546\u54c1\u304c\u3042\u308b\u3053\u3068\u3067\u77e5\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5684\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/ITA.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/ITA.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/ITA-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/ITA-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/ITA-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<p>\u4ee3\u8868\u7684\u306a\u5546\u54c1\u306e\u3072\u3068\u3064\u304c\u3001S&amp;P 500 Index Principal Protected Plan\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u5546\u54c1\u306fS&amp;P 500\u6307\u6570\u306b\u9023\u52d5\u3059\u308b\u904b\u7528\u3092\u884c\u3044\u306a\u304c\u3089\u3001\u4e00\u5b9a\u306e\u6761\u4ef6\u3092\u6e80\u305f\u3057\u3066\u6e80\u671f\u307e\u3067\u5951\u7d04\u3092\u7d99\u7d9a\u3057\u305f\u5834\u5408\u306bPrincipal Protection\u304c\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>10\u5e74\u300115\u5e74\u300120\u5e74\u306e\u30d7\u30e9\u30f3\u304c\u3042\u308a\u3001\u6700\u4f4e\u62e0\u51fa\u984d\u306f\u5e74\u9593USD2,400\u3067\u3059\u3002<\/p>\n<p>\u6e80\u671f\u6642\u306ePrincipal Protection\u306f\u300110\u5e74\u30d7\u30e9\u30f3\u3067\u62e0\u51fa\u5143\u672c\u306e100\uff05\u300115\u5e74\u30d7\u30e9\u30f3\u3067140\uff05\u300120\u5e74\u30d7\u30e9\u30f3\u3067160\uff05\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3>Investors Trust\u306e\u300c\u5143\u672c\u4fdd\u8a3c\u300d\u306b\u306f\u6761\u4ef6\u304c\u3042\u308b<\/h3>\n<p>Principal Protection\u304c\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u300c\u5143\u672c\u4fdd\u8a3c\u578b\u306e\u6d77\u5916\u7a4d\u7acb\u300d\u3068\u7d39\u4ecb\u3055\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u7121\u6761\u4ef6\u306b\u5143\u672c\u304c\u4fdd\u8a3c\u3055\u308c\u308b\u5546\u54c1\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Principal Protection\u3092\u53d7\u3051\u308b\u305f\u3081\u306b\u306f\u3001\u5951\u7d04\u671f\u9593\u4e2d\u306b\u5fc5\u8981\u306a\u62e0\u51fa\u3092\u884c\u3044\u3001\u6e80\u671f\u307e\u3067\u6240\u5b9a\u306e\u6761\u4ef6\u3092\u6e80\u305f\u3059\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e00\u90e8\u5f15\u51fa\u3057\u306a\u3069\u3092\u884c\u3063\u305f\u5834\u5408\u306b\u306fPrincipal Protection\u304c\u5931\u308f\u308c\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3055\u3089\u306bPrincipal Protection\u306fStructured Notes\u306a\u3069\u3092\u5229\u7528\u3057\u3066\u69cb\u7bc9\u3055\u308c\u3066\u304a\u308a\u3001\u767a\u884c\u91d1\u878d\u6a5f\u95a2\u7b49\u306e\u4fe1\u7528\u30ea\u30b9\u30af\u3082\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001\u6b63\u78ba\u306b\u306f<strong>\u300c\u6240\u5b9a\u306e\u6761\u4ef6\u3092\u6e80\u305f\u3057\u3066\u6e80\u671f\u307e\u3067\u7d99\u7d9a\u3057\u305f\u5834\u5408\u306bPrincipal Protection\u304c\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u5546\u54c1\u304c\u3042\u308b\u300d<\/strong>\u3068\u7406\u89e3\u3059\u308b\u3079\u304d\u3067\u3059\u3002<\/p>\n<h3>\u624b\u6570\u6599\u3082\u542b\u3081\u3066\u5224\u65ad\u3059\u308b<\/h3>\n<p>S&amp;P 500 Index Principal Protected Plan\u3067\u306f\u3001\u5951\u7d04\u671f\u9593\u306b\u5fdc\u3058\u305f\u5e74\u9593\u7ba1\u7406\u624b\u6570\u6599\u306b\u52a0\u3048\u3066\u3001Policy Fee\u3001Structure Fee\u306a\u3069\u304c\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u300cS&amp;P 500\u306b\u9023\u52d5\u3059\u308b\u306a\u3089<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/2654\/\">ETF\uff08Exchange Traded Funds\uff09<\/a>\u3092\u81ea\u5206\u3067\u8cfc\u5165\u3059\u308b\u306e\u3068\u540c\u3058\u300d\u3068\u8003\u3048\u308b\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>ETF\u3078\u306e\u76f4\u63a5\u6295\u8cc7\u3068\u306f\u7570\u306a\u308a\u3001Principal Protection\u3001\u9577\u671f\u7a4d\u7acb\u6a5f\u80fd\u3001\u5951\u7d04\u7ba1\u7406\u306a\u3069\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u5546\u54c1\u3067\u3059\u3002\u305d\u306e\u4ed5\u7d44\u307f\u3068\u30b3\u30b9\u30c8\u306e\u4e21\u65b9\u3092\u7406\u89e3\u3057\u305f\u3046\u3048\u3067\u5224\u65ad\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2>Dominion\u30fbRL360\u30fbInvestors Trust\u3092\u6bd4\u8f03<\/h2>\n<p>3\u793e\u306b\u306f\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u7279\u5fb4\u304c\u3042\u308a\u307e\u3059\u3002\u91cd\u8981\u306a\u306e\u306f\u300c\u3069\u306e\u4f1a\u793e\u304c\u4e00\u756a\u512a\u308c\u3066\u3044\u308b\u304b\u300d\u3067\u306f\u306a\u304f\u3001\u81ea\u5206\u306e\u8cc7\u7523\u5f62\u6210\u306e\u76ee\u7684\u3084\u6295\u8cc7\u671f\u9593\u3001\u6d41\u52d5\u6027\u306e\u5fc5\u8981\u6027\u306b\u5546\u54c1\u8a2d\u8a08\u304c\u5408\u3063\u3066\u3044\u308b\u304b\u3067\u3059\u3002<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5683\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/c213d71e5f6809da5eb858843a16effd.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/c213d71e5f6809da5eb858843a16effd.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/c213d71e5f6809da5eb858843a16effd-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/c213d71e5f6809da5eb858843a16effd-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2024\/02\/c213d71e5f6809da5eb858843a16effd-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<table>\n<thead>\n<tr>\n<th>\u6bd4\u8f03\u9805\u76ee<\/th>\n<th>Dominion<\/th>\n<th>RL360<\/th>\n<th>Investors Trust<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>\u62e0\u70b9<\/strong><\/td>\n<td>Guernsey<\/td>\n<td>Isle of Man<\/td>\n<td>Cayman Islands<\/td>\n<\/tr>\n<tr>\n<td><strong>\u4e3b\u306a\u7a4d\u7acb\u5546\u54c1<\/strong><\/td>\n<td>Savings Strategy<\/td>\n<td>Regular Savings Plan<\/td>\n<td>S&amp;P 500 Index Principal Protected Plan\u7b49<\/td>\n<\/tr>\n<tr>\n<td><strong>\u6700\u4f4e\u62e0\u51fa\u984d\u306e\u4f8b<\/strong><\/td>\n<td>\u6708USD250\u301c<\/td>\n<td>\u6708USD280\u301c<\/td>\n<td>\u5e74USD2,400\u301c<\/td>\n<\/tr>\n<tr>\n<td><strong>\u6295\u8cc7\u5148<\/strong><\/td>\n<td>350\u4ee5\u4e0a\u306e\u30d5\u30a1\u30f3\u30c9\u7b49<\/td>\n<td>350\u8d85\u306e\u30d5\u30a1\u30f3\u30c9<\/td>\n<td>\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u9023\u52d5\u578b\u5546\u54c1\u7b49<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5951\u7d04\u671f\u9593<\/strong><\/td>\n<td>\u5546\u54c1\u30fbStrategy\u306b\u3088\u308b<\/td>\n<td>5\u5e74\u4ee5\u4e0a<\/td>\n<td>10\u5e74\u30fb15\u5e74\u30fb20\u5e74\u7b49<\/td>\n<\/tr>\n<tr>\n<td><strong>\u9014\u4e2d\u5f15\u51fa\u3057\u30fb\u89e3\u7d04<\/strong><\/td>\n<td>\u4e00\u5b9a\u6761\u4ef6\u3067\u53ef\u80fd<\/td>\n<td>\u4e00\u5b9a\u6761\u4ef6\u3067\u53ef\u80fd<\/td>\n<td>\u5546\u54c1\u306b\u3088\u3063\u3066\u5236\u9650\u304c\u5927\u304d\u3044<\/td>\n<\/tr>\n<tr>\n<td><strong>\u7279\u5fb4<\/strong><\/td>\n<td>\u904b\u7528\u9078\u629e\u80a2\u3068\u67d4\u8edf\u6027<\/td>\n<td>\u8c4a\u5bcc\u306a\u30d5\u30a1\u30f3\u30c9\u30fb\u8907\u6570\u901a\u8ca8<\/td>\n<td>Principal Protection\u5546\u54c1<\/td>\n<\/tr>\n<tr>\n<td><strong>\u65e5\u672c\u5c45\u4f4f\u8005<\/strong><\/td>\n<td>Reverse Solicitation\u7b49\u306e\u6761\u4ef6\u3092\u78ba\u8a8d<\/td>\n<td>2026\u5e74\u306e\u91d1\u878d\u5f53\u5c40\u8b66\u544a\u3092\u8e0f\u307e\u3048\u6700\u65b0\u53d7\u4ed8\u72b6\u6cc1\u306e\u78ba\u8a8d\u5fc5\u9808<\/td>\n<td>\u6700\u65b0\u53d7\u4ed8\u72b6\u6cc1\u3092IFA\u3078\u78ba\u8a8d<\/td>\n<\/tr>\n<tr>\n<td><strong>\u4e3b\u306a\u6ce8\u610f\u70b9<\/strong><\/td>\n<td>\u89e3\u7d04\u6761\u4ef6\u30fbIFA\u30fb\u624b\u6570\u6599<\/td>\n<td>\u65e5\u672c\u3067\u306e\u65b0\u898f\u53d7\u4ed8\u30fb\u9577\u671f\u5951\u7d04\u30fb\u624b\u6570\u6599<\/td>\n<td>Principal Protection\u306e\u6761\u4ef6\u30fb\u624b\u6570\u6599\u30fb\u6d41\u52d5\u6027<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><small>\u203b\u4e0a\u8a18\u306f2026\u5e74\u6642\u70b9\u306e\u5404\u793e\u516c\u5f0f\u30b5\u30a4\u30c8\u30fb\u516c\u8868\u8cc7\u6599\u30fb\u65e5\u672c\u306e\u91d1\u878d\u5f53\u5c40\u7b49\u306e\u60c5\u5831\u3092\u3082\u3068\u306b\u6574\u7406\u3057\u3066\u3044\u307e\u3059\u3002\u5546\u54c1\u5185\u5bb9\u3001\u624b\u6570\u6599\u3001\u53d7\u4ed8\u6761\u4ef6\u7b49\u306f\u5909\u66f4\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u5951\u7d04\u524d\u306b\u5fc5\u305a\u5404\u793e\u304a\u3088\u3073\u9069\u5207\u306a\u8cc7\u683c\u3092\u6301\u3064IFA\u3078\u6700\u65b0\u60c5\u5831\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/small><\/p>\n<h2>\u6d77\u5916\u7a4d\u7acb\u3067\u91cd\u8981\u306a\u306e\u306f\u300c\u9014\u4e2d\u3067\u3084\u3081\u306a\u3044\u8a2d\u8a08\u300d<\/h2>\n<p>\u6d77\u5916\u7a4d\u7acb\u3092\u691c\u8a0e\u3059\u308b\u3068\u304d\u3001\u591a\u304f\u306e\u4eba\u304c\u671f\u5f85\u30ea\u30bf\u30fc\u30f3\u3084\u904e\u53bb\u306e\u904b\u7528\u5b9f\u7e3e\u3092\u6700\u521d\u306b\u898b\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5b9f\u969b\u306b\u306f\u305d\u308c\u4ee5\u4e0a\u306b\u91cd\u8981\u306a\u306e\u304c\u3001<strong>\u5951\u7d04\u671f\u9593\u3068\u6d41\u52d5\u6027<\/strong>\u3067\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u307020\u5e74\u9593\u7a4d\u307f\u7acb\u3066\u308b\u5546\u54c1\u3092\u5951\u7d04\u3057\u3066\u3082\u30015\u5e74\u5f8c\u306b\u4f4f\u5b85\u8cfc\u5165\u3084\u6559\u80b2\u8cbb\u3001\u4e8b\u696d\u8cc7\u91d1\u306a\u3069\u3067\u73fe\u91d1\u304c\u5fc5\u8981\u306b\u306a\u308c\u3070\u3001\u9014\u4e2d\u89e3\u7d04\u3084\u4e00\u90e8\u5f15\u51fa\u3057\u3092\u884c\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u7d50\u679c\u3001\u89e3\u7d04\u624b\u6570\u6599\u304c\u767a\u751f\u3057\u305f\u308a\u3001Principal Protection\u3084Bonus\u306a\u3069\u306e\u6761\u4ef6\u3092\u6e80\u305f\u305b\u306a\u304f\u306a\u3063\u305f\u308a\u3059\u308c\u3070\u3001\u60f3\u5b9a\u3057\u3066\u3044\u305f\u6295\u8cc7\u6210\u679c\u3092\u5f97\u3089\u308c\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u3001\u300c\u6708\u3005\u3044\u304f\u3089\u6255\u3048\u308b\u304b\u300d\u3060\u3051\u3067\u306f\u306a\u304f\u3001<strong>\u300c\u305d\u306e\u91d1\u984d\u309210\u5e74\u300115\u5e74\u300120\u5e74\u3068\u7121\u7406\u306a\u304f\u7d99\u7d9a\u3067\u304d\u308b\u304b\u300d<\/strong>\u304b\u3089\u9006\u7b97\u3057\u3066\u5951\u7d04\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u3059\u3079\u3066\u306e\u8cc7\u7523\u3092\u6d77\u5916\u7a4d\u7acb\u3078\u5165\u308c\u308b\u5fc5\u8981\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u73fe\u91d1\u3001\u682a\u5f0f\u3001ETF\u3001\u4e0d\u52d5\u7523\u3001\u5e74\u91d1\u3001\u4fdd\u967a\u306a\u3069\u3092\u7d44\u307f\u5408\u308f\u305b\u3001\u6d77\u5916\u7a4d\u7acb\u306b\u306f\u9577\u671f\u9593\u4f7f\u7528\u3059\u308b\u4e88\u5b9a\u306e\u306a\u3044\u8cc7\u91d1\u3092\u914d\u5206\u3059\u308b\u3068\u3044\u3046\u8003\u3048\u65b9\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3>\u6d77\u5916\u7a4d\u7acb\u306f\u5546\u54c1\u3060\u3051\u3067\u306a\u304fIFA\u3082\u78ba\u8a8d\u3059\u308b<\/h3>\n<p>\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u3001\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u306e\u4fe1\u7528\u529b\u3084\u904b\u7528\u5b9f\u7e3e\u3060\u3051\u3092\u78ba\u8a8d\u3057\u3066\u3082\u5341\u5206\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>IFA\u304c\u3069\u3053\u306e\u56fd\u30fb\u5730\u57df\u3067\u3069\u306e\u3088\u3046\u306a\u30e9\u30a4\u30bb\u30f3\u30b9\u3084\u898f\u5236\u306e\u3082\u3068\u3067\u6d3b\u52d5\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u3069\u306e\u3088\u3046\u306a\u624b\u6570\u6599\u3092\u53d7\u3051\u53d6\u308b\u306e\u304b\u3001\u5951\u7d04\u5f8c\u306b\u3069\u306e\u3088\u3046\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u884c\u3046\u306e\u304b\u307e\u3067\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u6d77\u5916\u91d1\u878d\u53d6\u5f15\u3067\u306f\u672c\u4eba\u78ba\u8a8d\u3084\u8cc7\u91d1\u6e90\u78ba\u8a8d\u306a\u3069\u3001<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/2553\/\">AML\uff08Anti Money Laundering\uff09<\/a>\u306e\u89b3\u70b9\u304b\u3089\u5404\u7a2e\u66f8\u985e\u306e\u63d0\u51fa\u3092\u6c42\u3081\u3089\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u300c\u6d77\u5916IFA\u3060\u304b\u3089\u5b89\u5fc3\u300d\u300c\u6d77\u5916\u91d1\u878d\u6a5f\u95a2\u3060\u304b\u3089\u5b89\u5168\u300d\u3068\u8003\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001<strong>\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u30fb\u5546\u54c1\u30fbIFA\u30fb\u5c45\u4f4f\u56fd\u306e\u898f\u5236\u3092\u4e00\u4f53\u3068\u3057\u3066\u78ba\u8a8d\u3059\u308b<\/strong>\u3053\u3068\u304c\u6d77\u5916\u7a4d\u7acb\u3067\u306f\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h2>\u307e\u3068\u3081\uff5c\u6d77\u5916\u7a4d\u7acb\u306f\u5546\u54c1\u3088\u308a\u300c\u4ed5\u7d44\u307f\u300d\u3092\u7406\u89e3\u3057\u3066\u9078\u3076<\/h2>\n<p>\u6d77\u5916\u7a4d\u7acb\u306b\u306f\u3001\u5916\u8ca8\u3067\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u884c\u3063\u305f\u308a\u3001\u6d77\u5916\u306e\u5e45\u5e83\u3044\u30d5\u30a1\u30f3\u30c9\u3078\u30a2\u30af\u30bb\u30b9\u3057\u305f\u308a\u3067\u304d\u308b\u3068\u3044\u3046\u7279\u5fb4\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u9577\u671f\u5951\u7d04\u7279\u6709\u306e\u624b\u6570\u6599\u3084\u89e3\u7d04\u6761\u4ef6\u304c\u3042\u308a\u3001\u65e5\u672c\u56fd\u5185\u306e\u6295\u8cc7\u4fe1\u8a17\u3084ETF\u3068\u306f\u5546\u54c1\u69cb\u9020\u304c\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3055\u3089\u306b2026\u5e74\u306b\u306fRL360\u306b\u5bfe\u3057\u3066\u65e5\u672c\u306e\u91d1\u878d\u5f53\u5c40\u304c\u8b66\u544a\u3092\u884c\u3046\u306a\u3069\u3001\u65e5\u672c\u5c45\u4f4f\u8005\u304c\u6d77\u5916\u7a4d\u7acb\u3092\u5229\u7528\u3059\u308b\u969b\u306e\u898f\u5236\u74b0\u5883\u3082\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u5358\u7d14\u306b\u300cDominion\u306f\u5b89\u3044\u300d\u300cRL360\u306f\u8001\u8217\u300d\u300cInvestors Trust\u306f\u5143\u672c\u4fdd\u8a3c\u300d\u3068\u3044\u3063\u305f\u30a4\u30e1\u30fc\u30b8\u3060\u3051\u3067\u5546\u54c1\u3092\u9078\u3076\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p><strong>\u5546\u54c1\u63d0\u4f9b\u4f1a\u793e\u3001\u5546\u54c1\u5185\u5bb9\u3001\u624b\u6570\u6599\u3001\u5951\u7d04\u671f\u9593\u3001\u9014\u4e2d\u89e3\u7d04\u6761\u4ef6\u3001IFA\u3001\u5c45\u4f4f\u56fd\u306e\u898f\u5236\u30fb\u7a0e\u52d9\u307e\u3067\u542b\u3081\u3066\u5224\u65ad\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/strong><\/p>\n<p>\u307e\u305f\u3001\u3059\u3067\u306b\u6d77\u5916\u7a4d\u7acb\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u5834\u5408\u3082\u3001\u300c\u624b\u6570\u6599\u304c\u9ad8\u305d\u3046\u3060\u304b\u3089\u89e3\u7d04\u3059\u308b\u300d\u3068\u77ed\u7d61\u7684\u306b\u5224\u65ad\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u73fe\u5728\u306e\u89e3\u7d04\u8fd4\u623b\u4fa1\u5024\u3001\u6b8b\u5b58\u5951\u7d04\u671f\u9593\u3001\u4eca\u5f8c\u306e\u624b\u6570\u6599\u3001IFA\u5909\u66f4\u306e\u53ef\u5426\u306a\u3069\u3092\u78ba\u8a8d\u3057\u305f\u3046\u3048\u3067\u5224\u65ad\u3059\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002<\/p>\n<p>Credi Tech\u3067\u306f\u3001\u7279\u5b9a\u306e\u6d77\u5916\u7a4d\u7acb\u5546\u54c1\u3092\u4e00\u65b9\u7684\u306b\u63a8\u5968\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6d77\u5916\u4e0d\u52d5\u7523\u3092\u542b\u3080\u6d77\u5916\u8cc7\u7523\u5168\u4f53\u306e\u4e2d\u3067\u3001\u73fe\u5728\u306e\u4fdd\u6709\u5546\u54c1\u3084\u8cc7\u7523\u914d\u5206\u3092\u6574\u7406\u3059\u308b\u3068\u3044\u3046\u8996\u70b9\u304b\u3089\u3054\u76f8\u8ac7\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<a href=\"https:\/\/lin.ee\/xjRSH03\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5437\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line.png\" alt=\"\" width=\"728\" height=\"90\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line.png 728w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line-300x37.png 300w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" 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