Offering “Money Forward ME” Premium Service coupons to shareholders with 100+ shares to support their asset building

Money Forward, Inc. will establish a shareholder benefit program to expand its investor base and deepen understanding of the services provided by the Money Forward Group. Under the shareholder benefit program, shareholders who have held 100 or more shares continuously for six months or longer will be eligible to receive benefits such as Premium Service coupons for “Money Forward ME,” a personal finance visualization service provided by the Group.

■ Background of the Establishment of the Shareholder Benefit Program
Upholding our mission, “Money Forward. Move your life forward.,” we aim to resolve financial issues for everyone. We have established this shareholder benefit program to express our gratitude for the continued support of our shareholders and to expand our individual investor base. Beyond just providing monetary returns, we hope that shareholders will experience the value we provide by using the Group’s services, which support the visualization of household finances and assets.

Through this program, we strive to foster long-term relationships with our individual investors and create a virtuous cycle that enriches the lives of our shareholders through the use of our services.

■ Overview of the Shareholder Benefit Program
The initial record date for shareholder benefits will be May 31, 2026. In principle, shareholders who have continuously held 100 or more shares (one trading unit) for six months or longer^*1 will be eligible. Thereafter, eligibility will be determined based on the shareholder register as of May 31 and November 30 each year. As a one-time exception for the initial record date of May 31, 2026, shareholders holding 500 or more shares will be eligible for only the “Money Expo” benefit, regardless of whether they have met the six-month continuous holding requirement.
From the record date of November 30, 2026, onward, the following shareholder benefits will be provided to shareholders who have continuously held 100 or more shares (one trading unit) for six months or longer^*1, based on the number of shares held. Furthermore, we plan to introduce a special badge*2 exclusively for shareholders within the “Money Forward ME” service during 2026.

*1 Requires being listed on the shareholder register under the same shareholder number for two consecutive record dates. This condition also applies to the determination of continuous holding status. Please note that shareholders who use a stock lending service provided by a securities company, or whose shareholder number changes due to trading during the period, will not be eligible for continuous holding status.
*2 The special badge is available only to shareholders holding 100 or more shares and is exclusive to the app version of “Money Forward ME.” Specific details regarding this feature will be announced within “Money Forward ME” at the time of its release.
*3 The coupon is for a six-month subscription. Further details regarding shareholder benefits will be provided to eligible shareholders in due course.
*4 The coupon is for a six-month subscription.

Benefits will be distributed twice a year, approximately two months after the record date. However, the “Money Expo” benefits will be distributed once a year only to shareholders as of the May 31 record date.
・Shareholders as of the May 31 record date: Scheduled to be mailed around July.
・Shareholders as of the November 30 record date: Scheduled to be enclosed with the “Notice of Convocation of the Annual General Meeting of Shareholders” sent in early February of the following year.

The badge feature is currently provided within “Money Forward ME” to recognize various actions and achievements by users in household finance management and asset building. In conjunction with the establishment of the new shareholder benefit program, a special badge is being developed to be granted exclusively to shareholders within “Money Forward ME.” The special badge is designed to enhance the user experience within the app while providing a new experience that allows our shareholders to feel a closer connection with the Group through their daily use of our services.

【About “Money Expo” Benefits】
1. Priority registration for popular lectures
Shareholders can book up to two seats per lecture in advance for popular lectures that sell out every year*5, prior to the general public registration.

2. Priority venue entry
Shareholders can enter smoothly through a special lane dedicated to shareholders. One accompanying guest may also use this lane.

3. Souvenirs exclusive to shareholders
Shareholders will receive a souvenir to commemorate their visit.

*5 Subject to lottery in the event of a high volume of applications.

■ About the Personal Finance Visualization Service “Money Forward ME”
Money Forward ME is a personal finance visualization service that anyone can easily use and continue. It automatically aggregates accounts from banks, securities companies, and credit cards to create a household budget. It helps users take the first step to eliminate financial anxiety by centrally managing their household finances and assets, enabling them to understand their money flow and current asset status.
・Service URL: https://moneyforward.com/me (Japanese)

■ About “Money Expo”
“Money Expo” is one of Japan’s largest on-site personal finance events, hosted by Money Forward HOME, Inc., a Money Forward Group company. Covering a wide range of topics from household finances to asset building, the event provides information that is useful for a lifetime through various programs featuring experts, celebrities, and influencers as guests, offering a full day of immersive learning. In 2026, the event is scheduled to be held in Tokyo in November.

■ About “Money Forward Cloud Tax Return”
“Money Forward Cloud Tax Return” is a cloud-based tax return software that makes tax return tasks easier for sole proprietors. It supports both blue and white tax returns and can automatically generate required tax documents, such as the Final Income Tax Return Form, Blue Return Financial Statements, and Statements of Earnings and Expenses.
・Web version: https://biz.moneyforward.com/tax_return/ (Japanese)
・App version: https://app.adjust.com/5zeu7dr (Japanese)

■ About Money Forward, Inc.
Money Forward, Inc. is the leading SaaS / Fintech company from Japan, listed on the Prime Section of the Tokyo Stock Exchange (3994.T). We mainly provide B2B SaaS such as online bookkeeping, HR management, contract management, and payroll; now serving more than 442,000 paying customers nationwide. Our consumer-facing service for personal finance management (PFM) now has 17.8M users.
URL: https://corp.moneyforward.com/en/

* All company names, product and service names, and logos are trademarks or registered trademarks of their respective owners.

For further information, please contact:
PR Division, Money Forward, Inc.
Email:pr@moneyforward.co.jp