相続・贈与プラットフォームのFP-MYS、北洋銀行から出資…レタプラの更なる事業展開を推進

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相続・贈与プラットフォームのレタプラを開発・運営するFP-MYSは、北洋銀行が出資する「北洋SDGs推進ファンド」を引受とした第三者割当株を発行し、新たな株主としてSDGs推進ファンドが参画したことを発表しました。

「レタプラ」は、税理士や司法書士などの士業専門家、生命保険会社や不動産会社を対象とした相続・贈与プラットフォームです。中でも、金融機関は相続ニーズを受ける代表的な企業であることから、士業と連携して争族を無くすためのエコシステムを構築しています。

今回、北海道内に169店舗を有する北洋銀行が出資する「SDGs推進ファンド」が株主として参画することが決定。SGDsのなかに「認知症への対策」が含まれていることから、同社はレタプラの提供を通し、認知症になると制限がかかる老後の資産見直し、資産ポートフォリオの再考、相続対策を行うとのこと。今後、「早い段階から相続のことを考え、争族を無くす」ことを目的とした事業展開を進めていきます。

また、レタプラBizに3月26日より、被相続人の現在資産を家族で共有し、家族で相続の話し合いを始めるきっかけにする機能「LINE共有機能」を追加。セキュア維持のため、3つのパスワードを入力して共有できる同意機能を実装しています。

Polycom 1K0-001 Exam Download : Polycom Certified Videoconferencing Engineer (PCVE)

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