u/Eastern-Tea-6526

▲ 6 r/JapanFinance+1 crossposts

ETFs available in both Japan and UK

Hi I am a resident in Japan and recently signed up with Interactive Brokers Japan and plan to start investing soon.
One of the reasons I want to do this is to finally do something with my JPY savings which have rapidly lost value over the past few years with the JPY exchange rate.

There’s a possibility I may move back to the UK within the next 6-12 months which is why I am planning to do with interactive brokers in a regular account rather than a NISA which needs to be liquidised before leaving Japan.

I would like to invest in a globally diversified ETF through my IBSJ account now, with the intention of transferring my holdings to IBKR UK when I leave Japan.

I am aware of the following restrictions:

  1. US-domiciled ETFs (such as VT) cannot be purchased by UK residents due to MiFID/PRIIPs regulations. This means even if I buy a US-domiciled ETF now in IBSJ, I would not be able to buy more once I become a UK resident, making it unsuitable as a long term investment vehicle.

  2. I understand that EU/Ireland-domiciled UCITS ETFs are not available on IBSJ due to Japanese regulations.

Given these restrictions, does anyone have advice or success in identifying / purchasing which ETFs on the IBSJ approved overseas ETF list ARE available to UK residents on IBKR UK and can be transferred when I change residency?

I raised a ticket to IBSJ on this but the response I received was as follows.

‘We are unable to provide a definitive list of ETFs approved for trading across both platforms, as product availability is governed by the regulatory requirements of each entity. The most reliable way to confirm whether a specific ETF can be transferred is through the transfer process itself — our system will flag any ineligible securities at that point.’

The reply was from their AI. I replied that I am wanting to identify the ETFs before purchase - rather than have to do this after purchase and have already purchased ineligible ETFs - which is surely common sense lol. I am awaiting a reply from an actual agent but not confident I can receive any useful guidance from them on this.

Appreciate if anyone has any insights on this topic.

reddit.com
u/Eastern-Tea-6526 — 10 days ago