The company's mid- and long-term business development strategy is a three-pillared model encompassing securities, banking and insurance businesses, focusing on the following efforts:
(1) Continue to deepen and expand competitive strengths in securities-related areas.
(2) Expand the bank's asset scale and competitiveness.
(3) Gain a foothold in the life insurance business by entering at an appropriate time.

Alongside these initiatives, Yuanta will simultaneously pursue both organic growth (leveraging internal resources) and inorganic growth (further M&A) to increase its economies of scale and scope. Moreover, Yuanta will seek to develop in managing customers’ financial assets, gradually shifting from its original business model that mainly depends on managing capital flows due to stock market volatility, to a business model with equal emphasis on capital flow and capital stock.

Yuanta will continue to cultivate its customer base by providing wider and better securities services, and leverage its extensive branch network and excellent sales personnel to increase its management of customer assets. In an effort to become even more competitive, in addition to increasing operational scale, Yuanta will also attach greater importance to the quality of its revenue structure.

Furthermore, taking advantage of the low-interest environment, the company will consider entering the life insurance field to address insurance needs resulting from an aging population and ever-longer life spans. This will serve to both increase the company’s long-term profits and stability, while moderately increasing financial leverage in line with good risk management, in order to maximize shareholder returns.