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Capital Asset Planning, Inc. — Investor Relations & Filings

Ticker · 3965 ISIN · JP3244420000 T Telecommunications, computer programming, consultancy, computing infrastructure, and other information service activities
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Filings indexed 56 across all filing types
Latest filing 2025-12-18 Regulatory Filings
Country JP Japan
Listing T 3965

About Capital Asset Planning, Inc.

https://www.cap-net.co.jp/en

Capital Asset Planning, Inc. is a financial technology company that provides system integration services and develops business application software for financial institutions. The company specializes in integrating financial technology (FT) and information technology (IT) to support the digital transformation of its clients, which primarily include life insurance companies, banks, and securities companies. Its core offerings are divided into three domains: digital transformation solutions, subscriptions for an integrated asset management platform, and asset management consulting. Key products include the Wealth Management Workstation and life plan simulation systems, designed to facilitate optimal asset allocation, efficient asset building, and business succession planning. The company offers comprehensive services ranging from system conceptualization and development to implementation and business reform consulting.

Recent filings

Filing Released Lang Actions
確認書
Regulatory Filings Classification · 1% confidence The document is a 'Confirmation Letter' (Kakunin-sho) filed under the Financial Instruments and Exchange Act in Japan. It serves as a formal attestation by the CEO and CFO regarding the accuracy of the company's Annual Securities Report (Yuuka Shouken Houkokusho). Since it is a regulatory filing required by law to accompany the annual report and does not fit into the specific categories of financial reports or announcements, it is classified as a Regulatory Filing (RNS).
2025-12-18 Japanese
有価証券報告書－第37期(2024/10/01－2025/09/30)
Annual Report Classification · 1% confidence The document is a Japanese '有価証券報告書' (Yuuka Shouken Houkokusho), which is the standard Japanese equivalent of an Annual Report (10-K). It includes a header with the fiscal period (第37期, 2024-10-01 to 2025-09-30), the company name (株式会社キャピタル・アセット・プランニング), and detailed financial tables (consolidated and non-consolidated). It is a comprehensive annual filing submitted to the Kinki Local Finance Bureau. FY 2025
2025-12-18 Japanese
臨時報告書
Regulatory Filings Classification · 1% confidence The document header explicitly states the filing type as "臨時報告書" (Extraordinary Report or Timely Disclosure Report) submitted to the Kinki Local Finance Bureau Director. The content details the resolution made at an Extraordinary Board Meeting on June 3, 2025, regarding the establishment of a joint venture company, '株式会社Trust Engine', which will become a specified subsidiary. This type of filing, reporting a significant event or change in corporate structure outside of regular reporting cycles, corresponds to a timely disclosure or extraordinary report. In the provided classification scheme, this structure (reporting a significant, non-routine corporate action like forming a subsidiary) aligns best with a general regulatory filing or a specific event report. Since the event is about establishing a subsidiary which triggers a disclosure requirement under Japanese financial regulations (mentioned as Article 24-5, Paragraph 4 of the Financial Instruments and Exchange Act), and there isn't a specific code for 'Extraordinary Report' other than the general 'RNS' (Regulatory Filings), RNS is the most appropriate general category for mandatory, timely disclosures that don't fit other specific types like 10-K, ER, or DIV. However, given the context of forming a new subsidiary and the structure resembling a disclosure of a major transaction, 'CAP' (Capital/Financing Update) might be considered if it involved raising capital, but here it's about corporate structure change/subsidiary formation. Since the document is a formal regulatory submission ('臨時報告書') detailing a major corporate event (subsidiary formation), and 'RNS' is the fallback for general regulatory announcements, I will use RNS. If 'TAR' (M&A Activity) were broader, it might fit, but this is a JV formation, not a takeover. Given the formal structure and the nature of the disclosure, RNS is the safest fit among the options for a non-standard, mandatory regulatory filing.
2025-06-03 Japanese
確認書
Regulatory Filings Classification · 1% confidence The document is a 'Confirmation Letter' (Kakunin-sho) filed under the Financial Instruments and Exchange Act. It serves as an officer certification regarding the accuracy of a semi-annual report. According to the 'Certification Rule', documents that are primarily officer certifications or attestations, even if they reference a report (like a semi-annual report), should be classified as Regulatory Filings (RNS) rather than the report itself, as they do not contain the actual financial statements. H1 37
2025-05-15 Japanese
半期報告書－第37期(2024/10/01－2025/09/30)
Interim / Quarterly Report Classification · 1% confidence The document is a '半期報告書' (Semi-Annual Report) filed with the Kinki Finance Bureau in Japan. It contains detailed financial statements, including the balance sheet, for the interim period ending March 31, 2025. As it is a comprehensive financial report for a period shorter than a full fiscal year containing actual financial statements and analysis, it falls under the 'Interim / Quarterly Report' category. H1 2025
2025-05-15 Japanese
臨時報告書
AGM Information Classification · 1% confidence The document is titled '臨時報告書' (Extraordinary Report) and explicitly states in Section 1 ('提出理由') that it is being submitted following the resolution of matters at the '第36回定時株主総会' (36th Annual General Meeting) held on December 25, 2024. Section 2 ('報告内容') details the resolutions passed, including a dividend distribution ('剰余金処分の件') and the election of a supplementary auditor ('補欠監査役１名選任の件'), along with the voting results. This content—reporting the results of a shareholder meeting—aligns perfectly with the definition of AGM Information (AGM-R), which covers presentations and materials shared during the AGM, or Declaration of Voting Results & Voting Rights Announcements (DVA). Since the core content is the official voting results and resolutions from the AGM, DVA is the most precise fit, although AGM-R is also highly relevant. Given the explicit reporting of voting outcomes, DVA is selected as the primary classification.
2024-12-27 Japanese

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