Getting Started

How to Get Started

Our services begin with a consultation and continue through investor verification, explanation and contract, management and reporting, and redemption or termination. Because channels and procedures differ slightly by service, we have set out what to check and prepare at each step.

Two Channels

The channel depends on the service

Funds

General private funds · through a distributor

Funds are subscribed through each fund’s distributor, such as a securities firm. The distributor verifies qualified-investor status and explains the product; you cannot subscribe on this website. BNB funds have 11 distributors (as of 31 March 2026).

Mandates & Advice

Discretionary management & advisory · directly with BNB

Discretionary management and investment advisory are contracted directly with BNB Asset Management. Please contact us by phone or at our main email address.

Step by Step

The process in five steps

The order of the steps is the same; what is checked differs by service.

  1. 01

    Consultation

    Consultation

    We confirm your objectives and the scope of service you are looking for.

    General private funds
    Subscription consultations are provided by each fund’s distributor. Questions about the company or access to fund information can be directed to BNB’s main line.
    Discretionary management
    We listen to the institution’s objectives and size, the permissible investment scope and any constraints.
    Investment advisory
    We listen to your objectives, areas of interest and the scope of advice you want.
  2. 02

    Verification

    Investor verification

    We confirm that you are eligible for the service and establish your investment profile.

    General private funds
    The distributor verifies qualified-investor status. Qualified investors who are general financial consumers may request that suitability and appropriateness rules be applied.
    Discretionary management
    We confirm that you are a professional institutional investor under Article 271(1) of the Enforcement Decree of the Capital Markets Act.
    Investment advisory
    For retail investors, we confirm objectives, financial situation and experience to establish an investment profile.
  3. 03

    Explanation & Contract

    Explanation & contract

    We explain the key terms and risks and provide the contract documents.

    General private funds
    You review the strategy, fees and costs, redemption terms and key risks in the fund rules and explanatory materials. Retail investors receive a key product summary.
    Discretionary management
    We explain the service, investment risks and fees, agree the investment scope, policy, restrictions and reporting, and then provide the agreement.
    Investment advisory
    We explain the content and scope of advice, investment risks and fees, then sign the investment advisory agreement and provide a copy.
  4. 04

    Management & Reporting

    Management & reporting

    We manage or advise within the agreed scope and keep you able to check it.

    General private funds
    The trustee holds fund assets and the fund administrator calculates the NAV. You can check the NAV and your balance through the distributor.
    Discretionary management
    Mandate assets are held in an account in your name, and we report activity and results in the form and frequency set by contract.
    Investment advisory
    We provide analysis and opinions within the scope and in the manner set by contract. You make the decisions and place the trades.
  5. 05

    Redemption & Termination

    Redemption & termination

    Check in advance how and on what terms an investment can be closed.

    General private funds
    Open-ended funds can be redeemed on the terms in the fund rules, and a redemption fee may apply. Closed-ended funds cannot be redeemed before maturity.
    Discretionary management
    You may ask us to change how assets are managed or to terminate the agreement. Please check in advance how assets held at termination will be handled.
    Investment advisory
    The contract term and termination conditions are set out in the agreement. If markets or your goals change, we review the direction of our advice together.

What to Prepare

Helpful to have ready

The exact documents depend on the distributor, the contracting channel and the type of investor. In general, having the following ready makes a consultation easier.

  • Identity verification

    Materials needed to verify the identity of an individual or entity. The channel will tell you which documents apply.

  • Investor information

    Information used to establish your investment profile, such as objectives, financial situation and experience.

  • Professional-investor evidence (if applicable)

    If you invest as a professional investor, evidence of professional-investor designation may be required.

  • Management terms (discretionary)

    The terms to be set in the agreement, such as investment scope, policy, restrictions and reporting.

Published Documents

Our agreements and standards are published

So that you can review them before contracting, our agreements and related standards are posted on our disclosures board.

All disclosures

Your Rights

Rights available to investors

  1. 01

    Right to an explanation

    You may ask for an explanation of the key terms of a product so that you can understand them (Financial Consumer Protection Act, Article 19).

  2. 02

    Right of withdrawal

    Retail investors may withdraw an application for an investment advisory agreement and certain other contracts within the period set by law (Article 46).

  3. 03

    Right to terminate unlawful contracts

    If a contract was concluded in breach of sales rules, you may demand termination within one year of learning of the breach (and within five years of the contract date) (Article 47).

  4. 04

    Right to access records

    For dispute mediation, litigation or other remedies, you may request access to records kept by the financial firm (Article 28).

  5. 05

    Inspection of fund books

    Fund investors may request inspection of books and documents of the fund property relating to them; this also applies to general private funds (Capital Markets Act, Article 91).

  6. 06

    Dispute mediation

    If a dispute arises, you may apply for mediation to the Financial Supervisory Service (1332 in Korea).

Investor protection

FAQ

Frequently asked questions

QCan I subscribe to a fund directly on this website?

No. Funds are subscribed through each fund’s distributor, such as a securities firm. This website does not offer subscriptions.

QWhere can I check the status of a fund I hold?

You can check the NAV and your balance through the distributor you subscribed with.

QHow are discretionary mandates reported?

The form and frequency of reporting are set in the discretionary management agreement. Account transactions can also be checked with the financial institution where the account is held.

QWhat should I think about before a consultation?

It helps to be clear about your objectives, your investment horizon and the level of risk you can bear. For private funds, please also check the qualified-investor requirements in advance.

Inquiry

Consultations & inquiries

Tel +82-2-476-4840 info@bnbasset.com

Contact & IR Investor rights

Important information

  • This page is general guidance on how to use our services. Actual procedures and documents may differ depending on the distributor, the contract and applicable law. It is not a solicitation for any product or service.
  • Our funds are general private funds open only to qualified investors. Collective investment securities are not protected under the Depositor Protection Act, and principal may be lost.