Investment trust for elderly people 20,000 inappropriate sales Japan Post Bank and Japan Post September 13 18:39
Japan Post Bank and Japan Post announced that there were nearly 20,000 inappropriate sales last year, neglecting the necessary verification procedures when selling investment trusts to the elderly.
When Japan Post Bank and Japan Post sell investment trusts to people over the age of 70, managers and others will confirm the understanding and health status of financial products twice before the product solicitation and before the contract. It is.
However, as a result of in-house surveys, there were nearly 20,000 cases of inappropriate cases that failed to confirm before solicitation last year, including 17,700 cases at Japan Post Bank and 1891 cases at Japan Post. .
Japan Post Bank found inappropriate cases at 213 stores, or 91% of the total.
As for the cause, the company found that there was a lack of awareness in the company because it found cases where it was not easy to follow the rules, saying, “It should be no problem.”
Both companies are in the process of confirming that there are no contracts that do not meet the customer's wishes.
Mr. Masahiro Nishimori, Managing Executive Officer of Japan Post Bank, at the press conference, apologized, “I apologize for the concerns we have had for our customers.
In Japan Post Group, improper sales related to Japan Post Insurance are a big problem.
Japan Post intends to resume its self-sufficient insurance sales sequentially from next month, and also intends to resume investment trust sales in late next month, but fundamental measures are needed to restore trust. .