元大金控 元大金控 元大金控

Yuanta Group envisions becoming an international benchmark enterprise for sustainability, actively promoting a better future for future generations. Leveraging influence as a provider and manager of capital, Yuanta Group enhances the sustainability resilience of the entire value chain. Thus, Yuanta Group’s subsidiaries—Yuanta Bank, Yuanta Life, and Yuanta Funds—have been honored with three awards at the Taiwan Sustainability Action Awards (TSAA) organized by the Taiwan Institute for Sustainable Energy. This recognition highlights Yuanta Group’s outstanding achievements in realizing the United Nations Sustainable Development Goals (SDG). The TSAAs commend organizations across industries for integrating the United Nations’ seventeen SDGs into their corporate culture and implementing sustainable development. This year marks the fifth edition of the awards. Yuanta Group has been praised for aligning with international sustainability standards and initiatives, driving subsidiaries and supply chain to deepen their commitment to sustainable development. To advance financial inclusion and carry out sustainable integration, Yuanta Bank employs a strategy of practical yet stylish products to strengthen young people’s loyalty and brand affinity, bridging the urban-rural and generational gaps in financial services. Yuanta Bank has introduced exclusive digital account promotions targeting young people and remote areas, enabling more citizens to access convenient, equitable, and secure financial services. Therefore, Yuanta Bank has been honored with the “SDG10 Sustainable Innovation for a Shared Future – Silver Award.” As a leader in Taiwan’s asset management industry, Yuanta Funds pioneered the industry’s tripartite engagement model and continues to optimize the ESG (environmental, social, and governance) database assessment model. Over 400 analysts review data to help managers identify risks and opportunities, establishing robust tracking mechanisms and performance feedback loops. In 2024, Yuanta Funds deepened its engagement strategy with net-zero targets, expanding its scope from domestic to international markets and elevating its approach from single-company to group-level engagement. This initiative fosters a multi-stakeholder win-win sustainable ecosystem. As a result, Yuanta Funds received the “SDG17 Pioneering Engagement and Cross-Domain Development - Bronze Award.” Yuanta Life has implemented stringent risk control mechanisms and enhanced policyholder care measures in response to financial anti-fraud policies, building a strong fraud prevention network. To reinforce anti-fraud effectiveness, Yuanta Life collaborated with media outlets to produce anti-fraud videos and distribute a large-print version of the “Yuanta Nine-Point Anti-Fraud Handbook.” The company launched the “Vitality Anti-Fraud Express” series of activities, designed financial literacy courses for the younger generation, and raised public awareness of fraud prevention. Consequently, Yuanta Life has been recognized with the “SDG4 Anti-Fraud Education: Zero-Distance Protection - Bronze Award.”

Yuanta Financial Holding Company (FHC), as Taiwan’s first diversified financials institution to sign the Science Based Targets initiative (SBTi) net-zero emissions commitment, annually assesses greenhouse gas emissions from its own operations and investment portfolios. We demonstrate outstanding performance across four key areas: low-carbon operations, sustainable finance, low-carbon supply chains, and sustainability advocacy. As a result, Yuanta FHC has been honored with the “National Enterprise Environmental Protection Award,” Taiwan’s highest environmental accolade, by the Ministry of the Environment (MOE). Having received this award four times since 2021, we were specially commended this year with the “Honorary Environmental Protection Enterprise Trophy” for achieving the Silver Award for three consecutive years. As a green pioneer, the Yuanta Group actively adopts energy-saving equipment to reduce energy consumption and strategically implements green electricity usage. By 2024, Yuanta FHC and its eight subsidiaries have all begun using green electricity. We also leverage our financial influence to promote sustainable procurement, supporting products with environmental, energy-saving, and green certifications. In 2024, the Yuanta Group’s total green procurement expenditure reached approximately NT$299 million, earning recognition from the MOE for thirteen straight years. We continue to support the MOE’s Green Point initiative, integrating it with the Yuanta 188 Sustainability Activity Relay Program and Earth Hour activities to encourage employees to embrace eco-friendly lifestyles. Yuanta Bank has achieved remarkable results in implementing a low-carbon economy and has launched the “Diamond-Gold Carbon Lucky Account.” Through digitalization and online application services, 340 million sheets of paper were saved in 2024, representing a 1.3-fold increase compared to 2023. Yuanta Bank has also introduced preferential low-carbon product loans to encourage customers to prioritize purchasing new-energy vehicles. Yuanta Funds pioneers the purchase of 25 funds via electronic payment accounts, offering customers greater convenience while reducing energy consumption and resource usage, advancing toward a sustainable financial vision. As a mover and shaker in environmental sustainability, Yuanta FHC actively aligns with international standards, having been selected for the Dow Jones Sustainability Indices (DJSI) for six years in a row and ranked first globally in the group of Diversified Financial Services and Capital Markets three times. We have likewise made the Climate A List of the international environmental information disclosure organization CDP for five consecutive years, and maintained Leadership Level status for seven straight years. Furthermore, Yuanta FHC joined the Taskforce on Nature-related Financial Disclosures (TNFD) in 2024 as one of the world’s Early Adopters and participated in the MOE’s “Net-Zero Green Living Alliance” in 2025. We continuously monitor domestic and international net-zero trends, driving industries and society toward sustainable development goals.