Yuanta Financial Holding Co., Ltd

Since 1992, Yuanta ITC's guiding principle has been Managing Your Money with our Whole Heart and Mind. As the company has expanded, it has strengthened its research team to cover international products, fixed income instruments, fund management and emerging market products, as well as establishing an overseas development department. Utilizing these resources, investors have greater access to a diversified range of products and can build an investment plan that is tailored to their needs.

Wide Range of Product Lines

Investment Trust Funds
Yuanta ITC currently provides 29 different choices of funds covering a wide range of asset classes, such as domestic and international equity, bond, balanced, integrated, and asset securitization funds, Domestic Exchange Traded Fund, High Yield Bond Fund.
Private Placement Funds
A unique alternative investment option is provided to customers via private placement. These funds are offered on a more limited basis than general investment trust funds, yet have the advantage of greater flexibility.
Discretionary Investments
Yuanta ITC provides discretionary investment services to both individuals and government institutions.
Agent for Offshore Funds
Yuanta ITC acts as an agent for offshore mutual funds and currently is the exclusive agent in Taiwan for two fund companies: Mellon and Pictet. By offering these offshore fund products, Yuanta ITC can provide its customers access to a range of overseas markets. Mellon funds provide global and European exposure. Pictet is a leader and pioneer in global theme funds.

Service Development

Yuanta ITC began providing innovative online trading services in 2000, followed by a regular financial e-newsletter and customizable user-interface services. In 2001, its product servicing capabilities extended to include the "2-in1 smart periodic investment plan," the first system to combine asset allocation and risk management functions. This system allows for users to perform detailed research, including performance comparisons and help find the appropriate asset allocation by combining mutual funds from different asset classes.