2020 Best Corporate Payment Project - The Asset
2020 Best Mobile Brokerage Application - The Asset
2019 Best FinTech Innovative Application - Wealth Magazine
企業社會責任 企业社会责任 CSR
03122020Building a sound green supply chain Yuanta Financial Holdings joins hands with suppliers to implement sustainable operationsYuanta Financial Holdings (FHC) is dedicated to promoting corporate sustainable development. Besides fulfilling corporate social responsibility (CSR) itself, Yuanta FHC also requires supplier partners to jointly implement CSR. Suppliers meeting has been held for two consecutive years, with 80 major suppliers participating this year. In the meeting, a lecturer from accounting firm Ernst & Young was invited to share their experience in supply-chain management and sustainable procurement, calling for supplier partners to join hands to realize the vision and commitment of sustainable operations. In order to promote the supplier’s practice of CSR, in addition to inviting external lecturers to conduct education and training for partners, in terms of system, Yuanta FHC, since November 2015, for the main suppliers of the companies within the Yuanta group, they are required to add in the procurement contract a Corporate Social Responsibility Clause or to sign a letter of Human Rights and Environmental Sustainability Commitment. The compliance rate has been 100%, and in the clause and letter, it is stipulated that the supplier shall put into operation and abide by various labor conditions as well as laws and regulations of environmental protection and labor rights. Furthermore, Yuanta FHC also strengthens management based on the nature of suppliers, depending on the degree of impact on labor conditions, occupational safety and health, environmental protection and labor human rights. In 2019, Yuanta FHC conducted human rights due diligence on major suppliers and carried out site visits to suppliers with high risks on human rights, completing coaching and training. At present, Yuanta FHC is undergoing the certification process of the Sustainable Procurement Guideline (ISO 20400). It is hoped that procurement specifications will be introduced through sustainable management methods to build a thorough sustainable procurement procedure. In recent years, Yuanta FHC has participated in Taipei City Government’s promotion of the program of Green Procurement of Private Enterprises and Groups and actively supported green procurement. The amount of Yuanta FHC’s green procurement has increased yearly. The total amount of green procurement in 2019 reached NTD 124.3 million (USD 4 million), and Yuanta FHC has been awarded the Green Procurement Award by Taipei City Government’s Department of Environmental Protection for nine consecutive years. At the same time, Yuanta FHC has added green procurement clauses to the procurement regulations of its subsidiaries, putting into service green procurement in conjunction with suppliers. In short, Yuanta FHC is fostering the concept of environmental sustainability and green consumption to suppliers through procurement and business cooperation, and encouraging cooperative manufacturers to follow along to build a broader green consumer market.
03062020Yuanta FHC Most Aspired by the Millennials, Awarded Insurance Dragon-Phoenix Prize for the 7th Consecutive YearList of most aspired companies to work for by graduates of university finance and insurance departments in Taiwan in 2020 has come out, and Yuanta Financial Holdings (FHC) wins student recognition for the seventh consecutive year! The Modern Insurance Educational Affairs Foundation announced the list of winners of the Ninth Insurance Dragon-Phoenix Award after a survey of students who are about to graduate from 35 financial and insurance-related institutions in Taiwan. Yuanta FHC once again captures the Outstanding Award of the Most Aspired Financial Holding Company by Graduates, which shows that the brand image of Yuanta FHC has been highly identified and respected by the “Millennial” or “Z” generations born after the 1990s. Yuanta FHC is a comprehensive financial holding company which has deep roots in Taiwan as well as strategic bases overseas. Through securities, banking, life insurance, futures, investment funds, and other subsidiaries, we are committed to providing customers with complete, efficient, high value-added, and all-encompassing financial management services. Yuanta FHC currently has overseas subsidiaries or branches in seven important Asian bases, including Hong Kong, South Korea, the Philippines, Indonesia, Vietnam, Thailand and Cambodia. It is steadily moving towards the goal of becoming the best financial service provider in the Asia-Pacific region. Excellent talents are the foundation for achieving the strategic goals of an enterprise, which are moreover the driving force for the sustainable development of the enterprise. Yuanta FHC is committed to creating a platform for talents to gather and realize their dreams. Through a competitive salary system, a complete labor security and benefit system, and a diversified talent development system, each employee can fully demonstrate their abilities, enjoy work, and continue to grow and transform to adapt to changes in the environment. In response to the development trend of financial technology (fintech) and internationalization, Yuanta FHC has actively expanded campus-industry cooperation, injected new blood and new thinking into the financial and insurance industries, and provided young students with internships and employment opportunities to meet the future challenges together. This year, the reserve cadre (management associates) plan is to recruit 30 people, the largest number in history. Its subsidiary, Yuanta Life, has also enlarged its telemarketing team with a target of recruiting 60 people. Yuanta Life attaches great importance to the building of the atmosphere and culture of the telemarketing team. In addition to providing complete newcomer training and on-the-job advanced curriculum planning, it is different from the coaching guidance mechanism often seen within the industry. Yuanta Life allows job seekers to directly communicate with future supervisors during interviews, so as to understand each other’s personality, communicate goals, establish consensus, and assist all newcomers in striding solidly onto the road of success.
04012020Yuanta FHC announces the board resolution of Yuanta Bank regarding the donation to a related party
04012020Yuanta FHC makes a supplementary announcement about change of its CIO
03302020Yuanta Financial Holdings announces the appointment of the General Manager of Yuanta Savings Bank (Korea)
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
Yuanta Bank possesses an expansive distribution network, with 148 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including Bancassurance channels, Brokerage channels, Agency channels, Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- Index Funds
- Balanced Funds
- Money Market Funds
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong
Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports
Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
Yuanta Venture Capital
Yuanta Venture Capital carries out investment management services in domestic and international technology, general manufacturing, and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its domestic and international direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
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元大期貨 元大期货 Yuanta Futures
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