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 20 different choices of funds covering a wide range of asset classes, such as domestic and international equity, bond, balanced, integrated, and asset securitization funds.
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 three fund companies: First State, Mellon and Pictet. By offering these offshore fund products, Yuanta ITC can provide its customers access to a range of overseas markets. First State's funds are focused on Asian markets such as China, Hong Kong, Singapore and Malaysia. Mellon funds provide global and European exposure. Pictet is a leader and pioneer in global theme funds.

Service Development

In 2000, Yuanta ITC began offering innovative online services such as electronic newsletters, online videos, and the ability to individualized website content. In addition to these features, portfolio management and risk management tools were introduced to customers. In 2002, periodic investment plans for bond funds was made available, offering added convenience to customers. In 2003, an asset allocation program was offered, built on the back of ten years of research, which provided another tool for investors to maximize their returns while limiting downside risk.