News · Aruba
Financial law · 2026

Black Tuesday in Seoul: borrowed money, AI euphoria and the return of the duty of care

How South Korea's stock crash of 23 June 2026 struck a generation of young investors trading on borrowed money — and why Dutch duty-of-care case law, from securities leasing to interest-rate derivatives, predicts how it ends.

A crash with a familiar pattern

On 23 June 2026 South Korea's KOSPI index lost ten percent in a single trading day — over 910 points — and repeatedly halted trading through circuit breakers, one day after setting a historic record. In a global AI sell-off, Samsung Electronics and SK Hynix each shed more than twelve percent. The real drama, however, played out in the household finances of a generation: in the months before the crash, people in their twenties and thirties had invested on borrowed money on an unprecedented scale. Margin loans reached a record above sixty trillion won; 1.2 million leveraged accounts hit margin-call levels and more than 300,000 were forcibly liquidated. Anyone who lived through the securities-leasing affair recognises the pattern at once: investing with borrowed money, sold en masse to an inexperienced audience, without an individual suitability test.

South Korea: the rights of the ill-informed investor

Under South Korean law the victims are far from empty-handed. The Financial Consumer Protection Act (in force since 2021) imposes six conduct rules on providers — including a suitability duty and an express duty to explain — backed by civil remedies: termination of the contract (article 47 FCPA) and damages (article 19 FCPA). In March 2026 the Seoul Northern District Court ordered a securities house to compensate an investor's loss in full, with no contributory-fault reduction, and expressly rejected the defence that the investor had signed risk forms: ticked boxes do not protect the provider where the substantive explanation fell short. The regulator itself, moreover, publicly admitted that the single-stock leveraged ETFs had been approved too hastily — a public acknowledgement that will serve as an evidential crowbar for claimants.

The United States: FINRA arbitration, Reg BI and gamification

Claim routes are taking shape in the United States too. Where a broker recommended an unsuitable product, FINRA Rule 2111 (suitability) and Regulation Best Interest (a Care Obligation) provide grounds for recovery, with FINRA arbitration the royal, binding road — the SEC having already warned that daily-rebalancing leveraged products are in principle not in a retail client's interest. For the self-directed investor a second doctrine closes the gap: platform design itself as a breach of duty. Massachusetts fined Robinhood USD 7.5 million in 2024 for gamification — confetti, push notifications, game-like rewards — that steered young, inexperienced investors toward frequent, risky trades. Where an app hands a student one-click leverage without a test and nudges them to trade through behavioural techniques, the line between ‘execution only’ and a recommendation grows razor-thin — opening the door to liability under fiduciary standards, consumer protection and negligence.

The Dutch mirror: from securities leasing to Seoul

For the Dutch and Caribbean lawyer this is old wine in new bottles. In the options-trading judgments (Rabobank/Everaars, 1997) the Supreme Court developed the special duty of care, which goes so far that the bank must at times refuse its service — precisely the norm the Korean brokers ignored. In the securities-leasing judgments (De Treek/Dexia, 2009) that duty took its two-part form: a duty to warn in unmistakable terms and a duty to investigate the client's income and assets, with an obligation to advise against the transaction. Our firm knows this terrain from the inside: in Leliveld and others v. Rabobank (Arnhem-Leeuwarden Court of Appeal, 27 March 2018, ECLI:NL:GHARL:2018:2893), in which this firm's founder appeared, the court found a breach of the bank's duty of care on an interest-rate swap. The ‘little button’ that unlocks fivefold leverage is the app-era version of the unread securities-leasing contract.

Outlook: the second wave and the coming claim culture

The worst may not be over. In mid-July 2026 more than 34 trillion won in margin loans was still outstanding while the index fell twenty percent in a month. We expect three developments: a wave of claims against Korean brokers, in which the regulator's admission that the products were approved too hastily will serve as an evidential crowbar; a collective settlement on the model of the Dutch Uniform Recovery Framework for Interest-Rate Derivatives, because individual litigation over hundreds of thousands of accounts is unworkable; and structural tightening of the rules on both sides of the Pacific. The thread through three legal systems is the same: the duty of care structurally lags product innovation, but always catches up. Whoever distributes a dangerous product to those who neither understand nor can bear it ultimately carries the loss.

This article is general information, not legal advice. Every situation is different, and we would be glad to review yours.

Frequently asked

I invested with borrowed money and lost heavily — do I have a claim?

Possibly. What matters is whether the provider warned you in clear terms, assessed your situation and was entitled to recommend the product. Ticked disclaimers do not exclude liability where the substantive explanation fell short. We assess your file concretely.

What can the Dutch securities-leasing and swap cases teach us?

That formal documentation does not replace the substantive duty to warn and investigate, and that the court apportions the loss according to how far each party could foresee the risk. That doctrine projects neatly onto modern leverage products and trading apps.

I am based in Aruba or the Dutch Caribbean — is this relevant to me?

Yes. Aruban and Caribbean law track Dutch civil law, including the special duty of care. We advise clients in the region on financial disputes and the liability of banks and intermediaries.

Lost money on a leverage product or investment?

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