{"id":1678,"date":"2026-03-08T08:51:59","date_gmt":"2026-03-08T08:51:59","guid":{"rendered":"https:\/\/wells-ins.com\/?p=1678"},"modified":"2026-03-08T08:51:59","modified_gmt":"2026-03-08T08:51:59","slug":"wgam202603","status":"publish","type":"post","link":"https:\/\/wells-ins.com\/ja\/inquiry-case\/wgam202603\/","title":{"rendered":"\u4fdd\u967a\u304b\u3089\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3078\u3002M\u6c0f\u306e\u6c7a\u65ad"},"content":{"rendered":"\n<p>\u3053\u3093\u306b\u3061\u306f\u3001<strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Wells Insurance Hong Kong<\/span><\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p><em><span class=\"has-inline-color has-cyan-bluish-gray-color\">\u4ee5\u4e0b\u306e\u5185\u5bb9\u306f\u3001\u7279\u5b9a\u5546\u54c1\u306e\u8ca9\u58f2\u3084\u3001\u8cfc\u5165\u3078\u306e\u52e7\u8a98\u3092\u610f\u56f3\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u65e5\u672c\u975e\u5c45\u4f4f\u8005\u306b\u5bfe\u3057\u3001\u56fd\u5916\u306b\u304a\u3051\u308b\u8cc7\u7523\u904b\u7528\u306e\u4e00\u822c\u7684\u306a\u60c5\u5831\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306e\u307f\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/em><\/p>\n\n\n\n<h2>\u3053\u306e\u307e\u307e\u4fdd\u967a\u306b\u3088\u308b\u904b\u7528\u3067\u3082\u3044\u3044\u306e\u3060\u304c\u2026<\/h2>\n\n\n\n<p>\u4eca\u56de\u306e\u304a\u554f\u3044\u5408\u308f\u305b\u4e3b\u306f\u4fdd\u967a\u5951\u7d04\u304b\u308910\u5e74\u304c\u7d4c\u904e\u3057\u305f\u67d0\u30a2\u30b8\u30a2\u56fd\u5728\u4f4f\u306eM\u6c0f\u3002\u5951\u7d04\u306e\u73fe\u72b6\u78ba\u8a8d\u3068\u51fa\u53e3\u6226\u7565\u306e\u3054\u76f8\u8ac7\u3067\u3057\u305f\u3002M\u6c0f\u304c\u5951\u7d04\u3057\u305f\u306e\u306f\u8caf\u84c4\u91cd\u8996\u306e\u5b89\u5b9a\u904b\u7528\u578b\u5546\u54c1\u3067\u3001\u6a19\u6e96\u5229\u7387\u304c4\uff5e4.25%\/\u5e74\u3068\u3044\u3046\u3082\u306e\u3002\u5951\u7d04\u6e80\u671f\u304c\u7121\u3044\u3001\u5373\u3061\u7d42\u8eab\u4fdd\u967a\u306a\u306e\u3067\u3001\u304a\u5ba2\u69d8\u304c\u5b58\u547d\u3067\u3042\u308b\u9650\u308a(\u5e0c\u671b\u3059\u308b\u9650\u308a)\u904b\u7528\u306f\u7d9a\u304d\u3001\u5b89\u5b9a\u904b\u7528\u306b\u3088\u3063\u3066\u4eca\u5f8c\u306e\u898b\u901a\u3057\u3082\u7acb\u3066\u3084\u3059\u3044\u305f\u3081\u3001\u3084\u3080\u3092\u5f97\u306a\u3044\u7406\u7531\u304c\u306a\u3044\u9650\u308a\u306f\u5951\u7d04\u3092\u636e\u3048\u7f6e\u304f\u3068\u3044\u3046\u306e\u304c\u738b\u9053\u3067\u3059\u304c\u3001\u4eca\u56de\u306e\u30b1\u30fc\u30b9\u3067\u306f\u5f53\u793e\u304b\u3089\u3082\u3046\u4e00\u3064\u5225\u306e\u63d0\u6848\u3092\u3055\u305b\u3066\u3082\u3089\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u306f<strong>\u300c\u89e3\u7d04\u300d<\/strong><\/p>\n\n\n\n<p>\u5f37\u8abf\u3057\u307e\u3059\u304c\u3001\u5f53\u793e\u304c\u304a\u5ba2\u69d8\u306b\u5bfe\u3057\u5951\u7d04\u306e\u89e3\u7d04\u3092\u8feb\u308b\u3053\u3068\u306f\u7d76\u5bfe\u306b\u7121\u3044\u3067\u3059\u3057\u3001\u63d0\u6848\u3059\u308b\u3053\u3068\u3082\u307e\u305a\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u306f\u4f55\u6545M\u6c0f\u306b\u5bfe\u3057\u3066\u89e3\u7d04\u306e\u63d0\u6848\u3092\u3057\u305f\u306e\u304b\u3068\u3044\u3046\u3068\u3001<strong><span class=\"has-inline-color has-vivid-red-color\">(1)100\u4e07\u7c73\u30c9\u30eb\u4ee5\u4e0a\u306e\u6d41\u52d5\u8cc7\u7523\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u3001(2)\u4fdd\u967a\u5951\u7d04\u306f\u65e2\u306b\u640d\u76ca\u5206\u5c90\u70b9\u3092\u8d85\u3048\u3066\u3044\u3066\u3001\u89e3\u7d04\u8fd4\u623b\u91d1\u3060\u3051\u3067\u3082\u3007\u5343\u4e07\u5186\u3042\u308b\u3053\u3068\u3001(3)M\u6c0f\u304c\u30ea\u30b9\u30af\u3092\u53d6\u3063\u3066\u3067\u3082\u3082\u3046\u5c11\u3057\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u6c42\u3081\u3066\u3044\u308b\u3053\u3068<\/span><\/strong>\u3001\u3068\u3044\u3046\u306e\u304c\u4e3b\u306a\u7406\u7531\u3067\u3059\u3002<\/p>\n\n\n\n<h2>\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3068\u3044\u3046\u9078\u629e\u80a2<\/h2>\n\n\n\n<p>\u3053\u308c\u307e\u3067\u3082\u5f53\u30b3\u30e9\u30e0\u3067\u3054\u7d39\u4ecb\u3057\u3066\u304d\u307e\u3057\u305f\u304c\u3001<strong><span class=\"has-inline-color has-vivid-red-color\">100\u4e07\u7c73\u30c9\u30eb\u4ee5\u4e0a\u306e\u91d1\u878d\u8cc7\u7523<\/span><\/strong>\u3092\u6240\u6709\u3057\u3066\u3044\u308b\u3068\u3001\u9999\u6e2f\u306b\u304a\u3044\u3066\u306f\u300c<strong>\u30d7\u30ed\u6295\u8cc7\u5bb6(Professional Investor)<\/strong>\u300d\u3068\u8a8d\u5b9a\u3057\u3066\u3082\u3089\u3048\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u304f\u3001\u8a8d\u5b9a\u8005\u306b\u5bfe\u3057\u3066\u306f\u5f53\u30b0\u30eb\u30fc\u30d7<strong><span class=\"has-inline-color has-vivid-red-color\">\u306e\u8a3c\u5238\u517c\u8cc7\u7523\u904b\u7528\u4f1a\u793e<a href=\"https:\/\/wellsgam.com\/?pNonce=7638210740&amp;_wp_http_referer=%2F\">Wells Global Asset Management<\/a>(\u201dWGAM\u201d)<\/span><\/strong>\u306b\u3088\u308b<strong>\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\uff08\u682a\u5f0f\u3084\u50b5\u5238\u3068\u3044\u3063\u305f\u4f1d\u7d71\u7684\u8cc7\u7523\u3068\u547c\u3070\u308c\u308b\u3082\u306e\u4ee5\u5916\u306e\u65b0\u3057\u3044\u6295\u8cc7\uff09<\/strong>\u3092\u63d0\u6848\u3067\u304d\u308b\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\u65e5\u672c<\/td><td>\u9999\u6e2f<\/td><\/tr><tr><td>\u7279\u5b9a\u6295\u8cc7\u5bb6\u306b\u79fb\u884c\u53ef\u80fd\u306a\u4e00\u822c\u6295\u8cc7\u5bb6<\/td><td>Professional Investor<\/td><\/tr><tr><td>\u65e5\u672c\u53d6\u5f15\u6240\u30b0\u30eb\u30fc\u30d7HP<br><a href=\"https:\/\/www.jpx.co.jp\/equities\/products\/tpm\/outline\/01.html\">https:\/\/www.jpx.co.jp\/equities\/products\/tpm\/outline\/01.html<\/a><\/td><td>Securities and Futures (Professional Investor) Rules<br><a href=\"https:\/\/www.elegislation.gov.hk\/hk\/cap571D\">https:\/\/www.elegislation.gov.hk\/hk\/cap571D<\/a><\/td><\/tr><tr><td>\uff0a\u7d14\u8cc7\u7523\u30fb\u6295\u8cc7\u6027\u91d1\u878d\u8cc7\u7523\u3068\u3082\u306b3\u5104\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u308b\u3053\u3068<br><br>\uff0a\u5e74\u53ce1\u5104\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u308b\u3053\u3068<br><br>\uff0a\u7d14\u8cc7\u7523\uff15\u5104\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u308b\u3053\u3068<br><br>\uff0a\u7d14\u8cc7\u7523\uff13\u5104\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u3001\u304b\u3064\u3001\u5e74\u5e73\u5747\u53d6\u5f15\u983b\u5ea64\u56de\/\u6708\u4ee5\u4e0a<br><br>\uff0a\u6295\u8cc7\u6027\u91d1\u878d\u8cc7\u75233\u5104\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u3001\u304b\u3064\u3001\u5e74\u5e73\u5747\u53d6\u5f15\u983b\u5ea64\u56de\/\u6708\u4ee5\u4e0a<br><br>\uff0a\u7279\u5b9a\u306e\u8077\u696d\u7d4c\u9a13\u53c8\u306f\u7279\u5b9a\u306e\u4fdd\u6709\u8cc7\u683c\u3092\u6709\u3057\u3001\u304b\u3064\u3001\u5e74\u53ce1,000\u4e07\u5186\u4ee5\u4e0a\u3068\u898b\u8fbc\u307e\u308c\u308b\u3053\u3068<br><br>\uff0a\u7279\u5b9a\u306e\u8077\u696d\u7d4c\u9a13\u53c8\u306f\u7279\u5b9a\u306e\u4fdd\u6709\u8cc7\u683c\u3092\u6709\u3057\u3001\u7d14\u8cc7\u7523\u53c8\u306f\u6295\u8cc7\u6027\u91d1\u878d\u8cc7\u75231\u5104\u5186\u4ee5\u4e0a\u3068\u307f\u3053\u307e\u308c\u308b\u3053\u3068<\/td><td>(1) \u7b2c 3 \u6761(b) \u306e\u76ee\u7684\u3067\u6307\u5b9a\u3055\u308c\u305f\u500b\u4eba\u3068\u306f\u3001\u4ee5\u4e0b\u306e\u3044\u305a\u308c\u304b 1 \u3064\u4ee5\u4e0a\u3092\u6e80\u305f\u3057\u305f\u5834\u5408<br>\uff0a\u8a72\u5f53\u65e5\u307e\u305f\u306f\u7b2c 8 \u6761\u306b\u5f93\u3063\u3066\u78ba\u8a8d\u3055\u308c\u305f\u6642\u70b9\u3067&nbsp;<strong><span class=\"has-inline-color has-vivid-red-color\">800 \u4e07\u9999\u6e2f\u30c9\u30eb<\/span><\/strong>\u4ee5\u4e0a\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6709\u3059\u308b;<br>(a)&nbsp;&nbsp;&nbsp; \u500b\u4eba\u306e\u53e3\u5ea7\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<br>(b)&nbsp;&nbsp;&nbsp; \u500b\u4eba\u306e\u95a2\u4fc2\u8005\u3068\u306e\u5171\u540c\u53e3\u5ea7\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<br>(c)&nbsp;&nbsp;&nbsp; \u500b\u4eba\u306e\u95a2\u4fc2\u8005\u4ee5\u5916\u306e 1 \u4eba\u4ee5\u4e0a\u306e\u4eba\u7269\u3068\u306e\u5171\u540c\u53e3\u5ea7\u306b\u304a\u3051\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u500b\u4eba\u306e\u53d6\u308a\u5206<br>\u8a72\u5f53\u65e5\u306b\u304a\u3044\u3066\u6295\u8cc7\u306e\u4fdd\u6709\u3092\u4e3b\u306a\u4e8b\u696d\u3068\u3057\u3001\u500b\u4eba\u304c\u5b8c\u5168\u306b\u6240\u6709\u3057\u3066\u3044\u308b\u6cd5\u4eba\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<br><br>(2) \u7b2c (1)(c) \u9805\u306e\u76ee\u7684\u4e0a\u3001\u500b\u4eba\u306e\u30a2\u30bd\u30b7\u30a8\u30fc\u30c8\u4ee5\u5916\u306e 1 \u4eba\u4ee5\u4e0a\u306e\u4eba\u7269\u3068\u306e\u5171\u540c\u53e3\u5ea7\u306b\u304a\u3051\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u500b\u4eba\u306e\u53d6\u308a\u5206\uff1b<br>(a)&nbsp;&nbsp;&nbsp; \u53e3\u5ea7\u4fdd\u6709\u8005\u9593\u306e\u66f8\u9762\u306b\u3088\u308b\u5408\u610f\u306b\u898f\u5b9a\u3055\u308c\u3066\u3044\u308b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u500b\u4eba\u306e\u5272\u5408\u3002<br>(a) \u9805\u3067\u8a00\u53ca\u3055\u308c\u3066\u3044\u308b\u5408\u610f\u304c\u306a\u3044\u5834\u5408\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5747\u7b49\u306a\u5272\u5408\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2>\u4fdd\u967a\u4ee5\u5916\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u624b\u639b\u3051\u308b\u5f53\u793e\u3060\u304b\u3089\u3053\u305d<\/h2>\n\n\n\n<p>M\u6c0f\u3067\u3059\u304c\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u306b\u3088\u3063\u3066\u5b9f\u73fe\u53ef\u80fd\u306a\u5229\u56de\u308a\u304c\u3054\u671f\u5f85\u306b\u6cbf\u3063\u305f\u3082\u306e\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9a30\u843d\u304c\u5c11\u306a\u304f\u6d41\u52d5\u6027\u3082\u9ad8\u3044\u3068\u3044\u3063\u305f\u70b9\u306b\u9b45\u529b\u3092\u611f\u3058\u3066\u3044\u305f\u3060\u304d\u3001\u904b\u7528\u3092\u4fdd\u967a\u304b\u3089\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u306b\u5207\u308a\u66ff\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305a\u306fM\u6c0f\u306e\u500b\u4eba\u53e3\u5ea7\u3067\u904b\u7528\u3092\u59cb\u3081\u307e\u3059\u304c\u3001\u5c06\u6765\u7684\u306b\u306f\u5965\u69d8\u3068\u5171\u540c\u540d\u7fa9\u306e\u53e3\u5ea7\u3092\u958b\u8a2d\u3057\u3001\u305d\u3053\u306b\u8cc7\u7523\u3092\u96c6\u7d04\u3059\u308b\u3053\u3068\u3082\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n<p>Wells\u30b0\u30eb\u30fc\u30d7\u5098\u4e0b\u306b\u306f\u4ed6\u306b<strong>\u4e8b\u696d\u627f\u7d99\u3084\u9280\u884c\u53e3\u5ea7\u958b\u8a2d<\/strong>\u3068\u3044\u3063\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b<strong>Wells Business Consulting<\/strong>\u3001\u305d\u3057\u3066<strong>\u9999\u6e2f\u6cd5\u4eba\u3084\u30aa\u30d5\u30b7\u30e7\u30a2\u6cd5\u4eba\u306e\u8a2d\u7acb<\/strong>\u3092\u304a\u624b\u4f1d\u3044\u3059\u308b<strong>Wells Fiduciary Service<\/strong>\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5f53\u30b0\u30eb\u30fc\u30d7\u306f\u5305\u62ec\u7684\u306a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u30ef\u30f3\u30b9\u30c8\u30c3\u30d7\u3067\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u662f\u975e\u304a\u6c17\u8efd\u306b\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" width=\"1828\" height=\"810\" src=\"https:\/\/wells-ins.com\/wp-content\/uploads\/2025\/10\/WJH2.png\" alt=\"\" class=\"wp-image-1572\"\/><\/figure><\/div>\n\n\n\n<h2>\u95a2\u9023\u8a18\u4e8b<\/h2>\n","protected":false},"excerpt":{"rendered":"<p>\u3053\u3093\u306b\u3061\u306f\u3001Wells Insurance Hong Kong\u3067\u3059\u3002\u4eca\u56de\u306e\u304a\u554f\u3044\u5408\u308f\u305b\u4e3b\u306f\u4fdd\u967a\u5951\u7d04\u304b\u308910\u5e74\u304c\u7d4c\u904e\u3057\u305f\u67d0\u30a2\u30b8\u30a2\u56fd\u5728\u4f4f\u306eM\u6c0f\u3002\u5951\u7d04\u306e\u73fe\u72b6\u78ba\u8a8d\u3068\u51fa\u53e3\u6226\u7565\u306e\u3054\u76f8\u8ac7\u3067\u3057\u305f\u3002M\u6c0f\u304c\u5951\u7d04\u3057\u305f\u306e\u306f\u8caf\u84c4\u91cd\u8996\u306e\u5b89\u5b9a\u904b\u7528\u578b\u5546\u54c1\u3067\u3001\u6a19\u6e96\u5229\u7387\u304c4\uff5e4.25%\/\u5e74\u3068\u3044\u3046\u3082\u306e\u3002\u5951\u7d04\u6e80\u671f\u304c\u7121\u3044\u3001\u5373\u3061\u7d42\u8eab\u4fdd\u967a\u306a\u306e\u3067\u3001\u304a\u5ba2\u69d8\u304c\u5b58\u547d\u3067\u3042\u308b\u9650\u308a(\u5e0c\u671b\u3059\u308b\u9650\u308a)\u904b\u7528\u306f\u7d9a\u304d\u3001\u5b89\u5b9a\u904b\u7528\u306b\u3088\u3063\u3066\u4eca\u5f8c\u306e\u898b\u901a\u3057\u3082\u7acb\u3066\u3084\u3059\u3044\u305f\u3081\u2026<\/p>\n","protected":false},"author":1,"featured_media":1681,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/posts\/1678"}],"collection":[{"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/comments?post=1678"}],"version-history":[{"count":4,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/posts\/1678\/revisions"}],"predecessor-version":[{"id":1683,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/posts\/1678\/revisions\/1683"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/media\/1681"}],"wp:attachment":[{"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/media?parent=1678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/categories?post=1678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wells-ins.com\/ja\/wp-json\/wp\/v2\/tags?post=1678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}