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Standards for the Use of the SBI Trade Name and Trademark

(i)  If the ratio of voting rights held by the Company (including both directly and indirectly held, hereinafter the same) in a Japanese company or other entity (including investment funds and investment management companies, hereinafter the same) is fifty percent (50%) or more, that company or other entity may use the name “SBI” on its trade name or trademark (if that is incidental to its trade name) (hereinafter the “Use”).
(ii)  However, if the ratio of voting rights held by the Company in a Japanese company or other entity is less than fifty percent (50%), or in the case of a foreign company or other entity, or goods or services, it is possible to use the name “SBI” if the Representative Director and President finds that the Use is particularly necessary from the perspective of business strategy.

Even in the case of (i) above, the Use will not be permitted in any of the following cases:

(iii) If a business competitive relationship within the Company group actually arises or is likely to arise, and not permitting the Use is reasonable from the perspective of the management of the group such as distributions to segments of the entire Company group and business efficiency;
(iv) If the Use does not comply with or is likely to not comply with regulations regarding trademarks in or outside of Japan; or
(v)  If not permitting the Use is otherwise reasonable from the perspective of avoiding risk of damage to the value of the SBI brand and the maintenance and improvement of the value of that brand.

If, after the Use has been permitted under (i) or (ii) above, either of those requirements is no longer satisfied, any of (iii), (iv), or (v) applies, or any other conditions of use prescribed by the Company are not complied with, the Use will be revoked.

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 & SBI Group